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871 hedge funds and large institutions have $46.9B invested in Moody's in 2020 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 282 increasing their positions, 310 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 54

29% more capital invested

Capital invested by funds: $36.2B → $46.9B (+$10.6B)

8% more funds holding

Funds holding: 810871 (+61)

3% more funds holding in top 10

Funds holding in top 10: 3839 (+1)

0.45% less ownership

Funds ownership: 91.45%91% (-0.45%)

9% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 310

41% less call options, than puts

Call options by funds: $75.6M | Put options by funds: $128M

Holders
871
Holders Change
+61
Holders Change %
+7.53%
% of All Funds
17.86%
Holding in Top 10
39
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.63%
% of All Funds
0.8%
New
120
Increased
282
Reduced
310
Closed
54
Calls
$75.6M
Puts
$128M
Net Calls
-$51.9M
Net Calls Change
-$29.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MCG
676
MACRO Consulting Group
New Jersey
$302K
PTC
677
Private Trust Company
Ohio
$302K +$276K +1,088 New
VPIM
678
Vanguard Personalized Indexing Management
California
$300K +$277K +1,092 New
TNBTD
679
Trustmark National Bank Trust Department
Mississippi
$299K
DWM
680
Doyle Wealth Management
Florida
$298K
HCM
681
Hutner Capital Management
Vermont
$298K
EF
682
Empirical Finance
Pennsylvania
$298K +$34K +134 +14%
EGM
683
Engineers Gate Manager
New York
$298K +$275K +1,084 New
BP
684
Broadleaf Partners
Ohio
$294K
QI
685
Qtron Investments
Massachusetts
$292K -$300K -1,180 -53%
MNBTD
686
Moody National Bank Trust Division
Texas
$291K -$16.3K -64 -6%
IA
687
IFP Advisors
Florida
$291K +$59.7K +235 +28%
GAM
688
Gotham Asset Management
New York
$290K -$3.29M -12,964 -92%
CA
689
Cornerstone Advisory
Maryland
$284K
LCM
690
Logan Capital Management
Pennsylvania
$281K
HS
691
Haafor (Singapore)
Singapore
$279K +$258K +1,014 New
BFIM
692
Beese Fulmer Investment Management
Ohio
$275K
CCM
693
Covington Capital Management
California
$275K
KCM
694
Kanawha Capital Management
Virginia
$275K
P
695
Pitcairn
Pennsylvania
$273K -$3.81K -15 -1%
CAN
696
Cetera Advisor Networks
California
$273K +$4.32K +17 +2%
ACM
697
AlphaCrest Capital Management
New York
$270K -$1.54M -6,057 -86%
Cetera Investment Advisers
698
Cetera Investment Advisers
Illinois
$269K +$248K +978 New
RAM
699
Roanoke Asset Management
New Jersey
$265K
TAM
700
Trillium Asset Management
Massachusetts
$264K +$244K +961 New

MCO Hedge Fund Activity: Q2 2020 in Review

871 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q2 2020, worth a combined $46.9B — up 29% from $36.2B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new MCO positions and 54 closed out — a net gain of 66 holders — while 282 added to existing stakes and 310 trimmed.

The largest buyer was Vanguard Group, adding an estimated $286M. The largest seller was WINDACRE PARTNERSHIP LLC, cutting an estimated $366M.

  • 871 institutional investors held Moody's (MCO) as of Q2 2020, up from 810 in Q1 2020.
  • Funds reported $46.9B of Moody's stock for Q2 2020, up 29% quarter-over-quarter.
  • 120 funds opened new Moody's positions in Q2 2020 and 54 closed out, a net change of +66 holders.
  • The largest Moody's buyer in Q2 2020 was Vanguard Group, an estimated $286M added.
  • The largest Moody's seller in Q2 2020 was WINDACRE PARTNERSHIP LLC, an estimated $366M sold.

Based on aggregated 13F filings for Q2 2020.