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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
SF
726
Synovus Financial
Georgia
$226K -$53.4K -210 -20%
PC
727
PA Capital
Virginia
$226K -$46.5K -183 -18%
BWP
728
Baldwin Wealth Partners
Massachusetts
$224K
VFA
729
Valeo Financial Advisors
Indiana
$221K +$2.54K +10 +1%
WIC
730
Woodmont Investment Counsel
Tennessee
$220K +$203K +800 New
YWP
731
YorkBridge Wealth Partners
New York
$220K +$203K +800 New
CCIA
732
Campbell & Co Investment Adviser
Maryland
$217K +$201K +791 New
LNC
733
Lincoln National Corp
Pennsylvania
$214K +$198K +780 New
BHIA
734
Birch Hill Investment Advisors
Massachusetts
$212K +$196K +770 New
Rockefeller Capital Management
735
Rockefeller Capital Management
New York
$210K +$78.2K +308 +67%
PG
736
Pendal Group
Australia
$209K -$860K -3,386 -82%
CWG
737
Cornerstone Wealth Group
North Carolina
$209K +$194K +762 New
SSB
738
Sandy Spring Bank
Maryland
$208K +$87.6K +345 +84%
WJWM
739
Williams Jones Wealth Management
New York
$208K +$192K +757 New
MFG
740
Magnus Financial Group
New York
$207K +$192K +754 New
AAP
741
Arax Advisory Partners
Colorado
$205K +$92.7K +365 +95%
I
742
IberiaBank
Louisiana
$204K -$181K -714 -49%
CT
743
Cambridge Trust
Massachusetts
$203K +$186K +734 New
S
744
Seeyond
France
$201K -$4.83K -19 -3%
VCA
745
Verdence Capital Advisors
Maryland
$201K +$186K +733 New
APA
746
American Portfolios Advisors
New York
$194K -$8.38K -33 -4%
SFSIG
747
San Francisco Sentry Investment Group
California
$182K -$107K -420 -39%
FPA
748
First Pacific Advisors
California
$179K +$165K +650 New
EI
749
Ellevest Inc
New York
$177K +$35.6K +140 +28%
QCG
750
Quadrant Capital Group
Ohio
$176K -$121K -477 -43%

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.