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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
GWS
776
Glassman Wealth Services
Virginia
$10K +$667 +3 +8%
SC
777
Solstein Capital
California
$10K +$9.56K +43 New
EWP
778
Engrave Wealth Partners
Texas
$9K +$8.45K +38 New
HIM
779
Hillsdale Investment Management
Ontario, Canada
$8K +$7.78K +35 New
SWA
780
Sutton Wealth Advisors
Florida
$7.83K
EIP
781
Ellis Investment Partners
Pennsylvania
$7K
HI
782
Hudock Inc
Pennsylvania
$7K
TFGT
783
TS Financial Group (TSFG)
Illinois
$7K
CB
784
CNB Bank
Pennsylvania
$5K
EWA
785
Evolution Wealth Advisors
Florida
$5K +$222 +1 +5%
TFO
786
Tarbox Family Office
California
$4K -$889 -4 -20%
IRC
787
Investors Research Corp
Georgia
$4K
MF
788
Manchester Financial
California
$4K +$3.56K +16 New
WCM
789
Wealthcare Capital Management
Virginia
$4K +$3.56K +16 New
BWM
790
BerganKDV Wealth Management
Minnesota
$4K +$3.78K +17 New
CHC
791
City Holding Co
West Virginia
$3K
VCM
792
Versant Capital Management
Arizona
$3K
FPFS
793
First Personal Financial Services
North Carolina
$2K -$15.6K -70 -90%
APC
794
Aspire Private Capital
North Carolina
$2K -$2.44K -11 -58%
PMFA
795
Plante Moran Financial Advisors
Michigan
$2K
IWP
796
IAG Wealth Partners
Wisconsin
$2K +$1.56K +7 New
SL
797
Savior LLC
Massachusetts
$2K +$1.56K +7 New
PWMG
798
Prestige Wealth Management Group
New Jersey
$2K +$1.78K +8 New
SSB
799
Sandy Spring Bank
Maryland
$2K +$2K +9 New
DAM
800
Delta Asset Management
Tennessee
$2K +$2.22K +10 New

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.