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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
Bank of America
51
Bank of America
North Carolina
$122M -$14.7M -66,237 -11%
FCM
52
Frontier Capital Management
Massachusetts
$117M -$18.2M -81,834 -14%
AC
53
AKO Capital
United Kingdom
$114M +$4.51M +20,296 +4%
Janus Henderson Group
54
Janus Henderson Group
United Kingdom
$113M -$16.4M -73,767 -13%
MWA
55
Marshall Wace Asia
Hong Kong
$113M -$41.1M -185,161 -28%
CBT
56
Capital Bank & Trust
California
$111M -$6.31M -28,384 -6%
MVIP
57
Mar Vista Investment Partners
California
$110M -$6.77M -30,475 -6%
Franklin Resources
58
Franklin Resources
California
$109M +$8.04M +36,175 +9%
Boston Partners
59
Boston Partners
Massachusetts
$109M -$24.8M -111,430 -19%
Bank of Nova Scotia
60
Bank of Nova Scotia
Ontario, Canada
$108M +$59.3M +266,719 +141%
Mackenzie Financial
61
Mackenzie Financial
Ontario, Canada
$108M +$2.12M +9,545 +2%
VFCM
62
Valley Forge Capital Management
Florida
$107M +$667K +3,000 +0.7%
A
63
AustralianSuper
Australia
$101M -$3.88M -17,450 -4%
EAM
64
Eagle Asset Management
Florida
$99.3M +$1.87M +8,409 +2%
ACP
65
Atalan Capital Partners
New York
$98.5M +$5.56M +25,000 +6%
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$97.4M -$41.2M -185,239 -31%
Newport Trust Company
67
Newport Trust Company
District of Columbia
$95.6M -$1.2M -5,396 -1%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$94.9M -$2.89M -13,007 -3%
Luther King Capital Management (LKCM)
69
Luther King Capital Management (LKCM)
Texas
$94.4M +$3.34M +15,017 +4%
GAM
70
GuardCap Asset Management
United Kingdom
$93.1M +$11.4M +51,368 +15%
California Public Employees Retirement System
71
California Public Employees Retirement System
California
$92.9M -$672K -3,022 -0.8%
Los Angeles Capital Management
72
Los Angeles Capital Management
California
$92.5M -$3.01M -13,533 -3%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$89.9M -$3.85M -17,344 -4%
Renaissance Technologies
74
Renaissance Technologies
New York
$88.2M +$40.1M +180,422 +94%
MNG
75
Manning & Napier Group
New York
$84.4M -$7.88M -35,445 -9%

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.