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Moody's
MCO

810 hedge funds and large institutions have $36.2B invested in Moody's in 2020 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 290 increasing their positions, 290 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 83

0% more funds holding

Funds holding: 808 → 810 (+2)

0.08% more ownership

Funds ownership: 91.37% → 91.45% (+0.08%)

0% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 290

10% less funds holding in top 10

Funds holding in top 10: 42 → 38 (-4)

12% less capital invested

Capital invested by funds: $40.9B → $36.2B (-$4.73B)

27% less call options, than puts

Call options by funds: $60.5M | Put options by funds: $83.3M

Holders
810
Holders Change
+2
Holders Change %
+0.25%
% of All Funds
17.85%
Holding in Top 10
38
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.52%
% of All Funds
0.84%
New
94
Increased
290
Reduced
290
Closed
83
Calls
$60.5M
Puts
$83.3M
Net Calls
-$22.8M
Net Calls Change
+$4.4M

Top Buyers

Rank Fund Capital Flow
1
TCI Fund Management
TCI Fund Management
United Kingdom
+$192M
2
UBS AM
UBS AM
Illinois
+$164M
3
WPL
WINDACRE PARTNERSHIP LLC
Texas
+$128M
4
AP
Altarock Partners
Florida
+$106M
5
Select Equity Group
Select Equity Group
New York
+$83.9M

Top Sellers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$228M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$222M
3
DZ Bank
DZ Bank
Germany
-$204M
4
Harris Associates
Harris Associates
Illinois
-$183M
5
Morgan Stanley
Morgan Stanley
New York
-$133M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
801
Atticus Wealth Management
Florida
$2K +$2.43K +10 New
GFPC
802
Global Financial Private Capital
Florida
$2K +$2.43K +10 New
LFG
803
Larson Financial Group
Missouri
$2K +$2.43K +10 New
M
804
MOTCO
Texas
$2K +$2.43K +10 New
SL
805
Savior LLC
Massachusetts
$1K -$729 -3 -43%
BAM
806
Bellevue Asset Management
Washington
$1K -$243 -1 -17%
AWM
807
Avior Wealth Management
Nebraska
$1K – – –
GI
808
Gradient Investments
Minnesota
$1K – – –
PA
809
Procyon Advisors
Connecticut
$1K – – –
RFA
810
Reilly Financial Advisors
California
$1K – – –
LWM
811
Liberty Wealth Management
California
$1K +$1.7K +7 New
MWA
812
Marshall Wace Asia
Hong Kong
– -$113M -474,279 Closed
Millennium Management
813
Millennium Management
New York
– -$54.8M -230,640 Closed
Wolverine Trading
814
Wolverine Trading
Illinois
– -$14.4M -59,448 Closed
VCM
815
Voleon Capital Management
California
– -$14M -59,000 Closed
VAM
816
Vontobel Asset Management
New York
– -$13M -51,707 Closed
PM
817
Pembroke Management
Quebec, Canada
– -$11.2M -46,970 Closed
TPM
818
Totem Point Management
New York
– -$10.1M -42,443 Closed
OAC
819
OMERS Administration Corp
Ontario, Canada
– -$10.1M -42,400 Closed
OAM
820
Oxford Asset Management
United Kingdom
– -$8.88M -37,408 Closed
CWM
821
Cordatus Wealth Management
Pennsylvania
– -$4.75M -20,029 Closed
PFS
822
Prospera Financial Services
Texas
– -$4.75M -20,029 Closed
Pacer Advisors
823
Pacer Advisors
Pennsylvania
– -$4.44M -18,692 Closed
TCM
824
Tuttle Capital Management
Connecticut
– -$3.46M -14,565 Closed
DA
825
Duality Advisers
Florida
– -$2.91M -12,269 Closed
31 32
33
34 35

MCO Hedge Fund Activity: Q1 2020 in Review

810 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q1 2020, worth a combined $36.2B — down 12% from $40.9B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new MCO positions and 83 closed out — a net gain of 11 holders — while 290 added to existing stakes and 290 trimmed.

The largest buyer was TCI Fund Management, adding an estimated $192M. The largest seller was Massachusetts Financial Services, cutting an estimated $228M.

  • 810 institutional investors held Moody's (MCO) as of Q1 2020, up from 808 in Q4 2019.
  • Funds reported $36.2B of Moody's stock for Q1 2020, down 12% quarter-over-quarter.
  • 94 funds opened new Moody's positions in Q1 2020 and 83 closed out, a net change of +11 holders.
  • The largest Moody's buyer in Q1 2020 was TCI Fund Management, an estimated $192M added.
  • The largest Moody's seller in Q1 2020 was Massachusetts Financial Services, an estimated $228M sold.

Based on aggregated 13F filings for Q1 2020.