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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
VEA
751
Virtus ETF Advisers
New York
$24K +$22.2K +100 New
KPW
752
Kore Private Wealth
New York
$24K +$22.9K +103 New
ACM
753
Allred Capital Management
Texas
$23.5K +$22K +99 New
SLF
754
Sun Life Financial
Ontario, Canada
$23K -$8.67K -39 -29%
PCG
755
Private Capital Group
Connecticut
$22K -$3.11K -14 -13%
CAC
756
Certified Advisory Corp
Florida
$22K
CFGS
757
Concourse Financial Group Securities
Alabama
$21K -$3.11K -14 -14%
SWM
758
Sugarloaf Wealth Management
Georgia
$21K +$19.3K +87 New
EARNEST Partners
759
EARNEST Partners
Georgia
$19K
FMII
760
Farmers & Merchants Investments Inc
Nebraska
$19K
UOTTAIMCU
761
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$18K +$16.7K +75 New
SFS
762
Sowell Financial Services
Arkansas
$17K +$889 +4 +6%
GRP
763
Global Retirement Partners
California
$16K +$8K +36 +116%
PCIA
764
Prime Capital Investment Advisors
Kansas
$14K -$31.8K -143 -70%
EFSCE
765
Enterprise Financial Services Corp (EFSC)
Missouri
$14K
WAP
766
Wealthcare Advisory Partners
Pennsylvania
$14K
WAS
767
Wesleyan Assurance Society
United Kingdom
$14K
IA
768
IndexIQ Advisors
New York
$14K +$12.9K +58 New
CI
769
CX Institutional
Indiana
$12K
APWM
770
Atlas Private Wealth Management
New York
$12K +$11.1K +50 New
CCA
771
Column Capital Advisors
Indiana
$12K +$11.8K +53 New
ADL
772
Asset Dedication LLC
California
$11K
CTC
773
Central Trust Company
Missouri
$11K
OC
774
Oakworth Capital
Alabama
$11K
CFA
775
Carroll Financial Associates
North Carolina
$10K -$667 -3 -7%

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.