We are live on ! Find out more

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
BFEC
726
Benjamin F. Edwards & Company
Missouri
$56K
GDP
727
Great Diamond Partners
Maine
$56K +$52.4K +236 New
BCA
728
Berman Capital Advisors
Georgia
$55K -$889 -4 -2%
QAM
729
QCI Asset Management
New York
$51K
SIAS
730
Shine Investment Advisory Services
Colorado
$50K -$10.9K -49 -19%
MA
731
MCF Advisors
Kentucky
$49K +$14.4K +65 +46%
PCM
732
Price Capital Management
Louisiana
$47K -$22.2K -100 -33%
MRCM
733
M&R Capital Management
New Jersey
$47K
HIA
734
Harbor Investment Advisory
Maryland
$47K +$44.4K +200 New
CDIA
735
Capital Directions Investment Advisors
Georgia
$45K
MAM
736
Meeder Asset Management
Ohio
$41K -$3.78K -17 -9%
OPS
737
Orion Portfolio Solutions
Nebraska
$41K +$38K +171 New
ANBT
738
American National Bank & Trust
Texas
$39K
SCM
739
Silvant Capital Management
Georgia
$37K
IUHSA
740
Itau Unibanco Holding S.A.
Brazil
$35K +$32.4K +146 New
Acadian Asset Management
741
Acadian Asset Management
Massachusetts
$34K +$32.2K +145 New
FANJ
742
Financial Architects (New Jersey)
New Jersey
$32K
MAM
743
Magellan Asset Management
Australia
$32K
PFBT
744
Parkside Financial Bank & Trust
Missouri
$31K +$2.67K +12 +10%
EW
745
Evoke Wealth
California
$29K -$667 -3 -2%
M
746
Mirova
France
$27K +$25.6K +115 New
GAM
747
Gemmer Asset Management
California
$26K
GWM
748
Geneos Wealth Management
Colorado
$25K
EWM
749
EPG Wealth Management
Georgia
$25K +$23.3K +105 New
Rockefeller Capital Management
750
Rockefeller Capital Management
New York
$24K +$12.9K +58 +141%

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.