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808 hedge funds and large institutions have $40.9B invested in Moody's in 2019 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 273 increasing their positions, 266 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 51

16% more capital invested

Capital invested by funds: $35.4B → $40.9B (+$5.57B)

8% more funds holding in top 10

Funds holding in top 10: 3942 (+3)

5% more funds holding

Funds holding: 766808 (+42)

3% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 266

0.06% more ownership

Funds ownership: 91.31%91.37% (+0.06%)

50% less call options, than puts

Call options by funds: $27.4M | Put options by funds: $54.6M

Holders
808
Holders Change
+42
Holders Change %
+5.48%
% of All Funds
15.92%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.83%
New
106
Increased
273
Reduced
266
Closed
51
Calls
$27.4M
Puts
$54.6M
Net Calls
-$27.2M
Net Calls Change
-$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
VIM
701
Veritas Investment Management
United Kingdom
$108K
QCG
702
Quadrant Capital Group
Ohio
$104K +$60.2K +271 +122%
MCM
703
Manchester Capital Management
Vermont
$98K
THWM
704
Taylor Hoffman Wealth Management
Virginia
$97K
WPA
705
West Paces Advisors
Georgia
$95.9K
SIM
706
Sonora Investment Management
Arizona
$95K
AF
707
Allworth Financial
California
$95K +$88.9K +400 New
TT
708
TI-Trust
Illinois
$95K +$88.9K +400 New
CIA
709
Cascade Investment Advisors
Oregon
$95K -$88.9K -400 -50%
OSAM
710
O'Shaughnessy Asset Management
Connecticut
$93K +$86.9K +391 New
TAIM
711
TD Ameritrade Investment Management
Nebraska
$86K -$1.78K -8 -2%
CFFP
712
Center for Financial Planning
Michigan
$83K +$77.8K +350 New
Loomis, Sayles & Company
713
Loomis, Sayles & Company
Massachusetts
$75K +$6.44K +29 +10%
AIM
714
AIA Investment Management
Singapore
$75K +$10.9K +49 +18%
JFA
715
JNBA Financial Advisors
Minnesota
$74K
SIC
716
Salem Investment Counselors
North Carolina
$72K
TPCW
717
TD Private Client Wealth
New York
$68.1K +$63.8K +287 New
BL
718
Balentine LLC
Georgia
$68K +$58.7K +264 +1,100%
OAM
719
Oppenheimer Asset Management
New York
$67K -$10.4K -47 -14%
ETC
720
Exchange Traded Concepts
Oklahoma
$65K +$61.1K +275 New
RMC
721
Resources Management Corp
Connecticut
$63K
NIM
722
NuWave Investment Management
New Jersey
$62K -$225K -1,013 -80%
FHA
723
First Horizon Advisors
Tennessee
$62K
TL
724
TrueWealth LLC
Georgia
$59K
NSIM
725
North Star Investment Management
Illinois
$57K

MCO Hedge Fund Activity: Q4 2019 in Review

808 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q4 2019, worth a combined $40.9B — up 16% from $35.4B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new MCO positions and 51 closed out — a net gain of 55 holders — while 273 added to existing stakes and 266 trimmed.

The largest buyer was BlackRock, adding an estimated $121M. The largest seller was Massachusetts Financial Services, cutting an estimated $142M.

  • 808 institutional investors held Moody's (MCO) as of Q4 2019, up from 766 in Q3 2019.
  • Funds reported $40.9B of Moody's stock for Q4 2019, up 16% quarter-over-quarter.
  • 106 funds opened new Moody's positions in Q4 2019 and 51 closed out, a net change of +55 holders.
  • The largest Moody's buyer in Q4 2019 was BlackRock, an estimated $121M added.
  • The largest Moody's seller in Q4 2019 was Massachusetts Financial Services, an estimated $142M sold.

Based on aggregated 13F filings for Q4 2019.