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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
HWA
801
Heritage Wealth Advisors
Virginia
$1.42K +$1.33K +6 New
AWM
802
Avior Wealth Management
Nebraska
$1K
GI
803
Gradient Investments
Minnesota
$1K
PA
804
Procyon Advisors
Connecticut
$1K +$1.11K +5 New
RFA
805
Reilly Financial Advisors
California
$1K +$1.11K +5 New
BAM
806
Bellevue Asset Management
Washington
$1K +$1.33K +6 New
LP
807
LMR Partners
United Kingdom
$695 +$650K +2,926 New
PGAM
808
Princeton Global Asset Management
New Jersey
$26 +$24K +108 New
HF
809
HRT Financial
New York
-$19.9M -97,334 Closed
WG
810
Winton Group
United Kingdom
-$9.49M -46,346 Closed
Point72 Asset Management
811
Point72 Asset Management
Connecticut
-$7.27M -35,490 Closed
GCGDR
812
Geo Capital Gestora de Recursos
Brazil
-$5.46M -26,640 Closed
LCM
813
Laurion Capital Management
New York
-$5.05M -24,665 Closed
SSA
814
Schonfeld Strategic Advisors
New York
-$1.74M -8,499 Closed
JIM
815
Jupiter Investment Management
United Kingdom
-$1.54M -7,536 Closed
SCM
816
Stevens Capital Management
Pennsylvania
-$1.38M -6,735 Closed
WCM
817
Weld Capital Management
New York
-$1.24M -6,041 Closed
TRCT
818
Tower Research Capital (TRC)
New York
-$1.12M -5,453 Closed
Qube Research & Technologies (QRT)
819
Qube Research & Technologies (QRT)
United Kingdom
-$1.09M -5,319 Closed
TI
820
Trexquant Investment
Connecticut
-$1.09M -5,306 Closed
MC
821
Machina Capital
France
-$1.05M -5,147 Closed
Marshall Wace
822
Marshall Wace
United Kingdom
-$897K -4,379 Closed
SM
823
Sciencast Management
New Jersey
-$881K -4,085 Closed
TCM
824
Teza Capital Management
Illinois
-$783K -3,823 Closed
Hudson Bay Capital Management
825
Hudson Bay Capital Management
Connecticut
-$614K -3,000 Closed

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.