We are live on ! Find out more

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
Invesco
51
Invesco
Georgia
$137M -$29.4M -115,564 -19%
AllianceBernstein
52
AllianceBernstein
Tennessee
$132M -$13.8M -54,271 -10%
ACP
53
Atalan Capital Partners
New York
$126M
MWA
54
Marshall Wace Asia
Hong Kong
$122M +$113M +445,080 New
Mackenzie Financial
55
Mackenzie Financial
Ontario, Canada
$121M +$6.5M +25,599 +6%
FCM
56
Frontier Capital Management
Massachusetts
$120M -$6.23M -24,527 -5%
AII
57
AGF Investments Inc
Ontario, Canada
$117M -$16.7M -65,796 -13%
ZIG
58
Zurich Insurance Group
Switzerland
$117M +$14.1M +55,549 +15%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$116M +$24.3M +95,573 +29%
CBT
60
Capital Bank & Trust
California
$114M -$2.17M -8,542 -2%
Los Angeles Capital Management
61
Los Angeles Capital Management
California
$111M +$4.39M +17,264 +4%
Luther King Capital Management (LKCM)
62
Luther King Capital Management (LKCM)
Texas
$110M -$1.91M -7,503 -2%
MVIP
63
Mar Vista Investment Partners
California
$104M -$15.2M -60,008 -14%
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$104M -$5.94M -23,400 -6%
GAM
65
GuardCap Asset Management
United Kingdom
$104M -$26.9M -106,009 -22%
Citigroup
66
Citigroup
New York
$102M +$10.5M +41,268 +13%
California Public Employees Retirement System
67
California Public Employees Retirement System
California
$101M -$741K -2,917 -0.8%
SP
68
Sarasin & Partners
United Kingdom
$99.1M +$25M +98,302 +37%
Newport Trust Company
69
Newport Trust Company
District of Columbia
$99M -$6.62M -26,046 -7%
T. Rowe Price Associates
70
T. Rowe Price Associates
Maryland
$98.3M -$17.4M -68,371 -16%
CIC
71
Chilton Investment Company
Connecticut
$94.5M +$635K +2,498 +0.7%
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$92.2M -$20.7M -81,458 -19%
Bank of Nova Scotia
73
Bank of Nova Scotia
Ontario, Canada
$90.7M +$3.72M +14,646 +5%
Nordea Investment Management
74
Nordea Investment Management
Sweden
$90.7M +$44M +173,245 +106%
Wells Fargo
75
Wells Fargo
California
$88M +$16.3M +64,213 +25%

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.