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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
PFBT
801
Parkside Financial Bank & Trust
Missouri
$54K +$11.9K +47 +31%
SIAS
802
Shine Investment Advisory Services
Colorado
$47K -$1.52K -6 -3%
ANBT
803
American National Bank & Trust
Texas
$45K
BAM
804
Barrett Asset Management
New York
$44K +$40.6K +160 New
SCM
805
Silvant Capital Management
Georgia
$43K
KPW
806
Kore Private Wealth
New York
$42K +$762 +3 +2%
CI
807
CX Institutional
Indiana
$34K +$18.3K +72 +144%
GAM
808
Gemmer Asset Management
California
$33K
M
809
Mirova
France
$32K
PGAM
810
Princeton Global Asset Management
New Jersey
$29K
AWA
811
Arkadios Wealth Advisors
Georgia
$26.2K +$22.9K +90 New
JCM
812
Jacobi Capital Management
Pennsylvania
$26K
SLF
813
Sun Life Financial
Ontario, Canada
$26K +$254 +1 +1%
CAC
814
Certified Advisory Corp
Florida
$25K
KPCM
815
Kings Point Capital Management
New York
$25K
FHA
816
First Horizon Advisors
Tennessee
$24K -$44K -173 -67%
SWM
817
Sugarloaf Wealth Management
Georgia
$24K
FMII
818
Farmers & Merchants Investments Inc
Nebraska
$23K +$762 +3 +4%
PCG
819
Private Capital Group
Connecticut
$21K -$4.07K -16 -18%
EW
820
Evoke Wealth
California
$21K -$2.03K -8 -9%
EARNEST Partners
821
EARNEST Partners
Georgia
$21K
GWS
822
Glassman Wealth Services
Virginia
$20K +$8.13K +32 +80%
Loomis, Sayles & Company
823
Loomis, Sayles & Company
Massachusetts
$19K -$762 -3 -4%
CAGAS
824
Capital Advisory Group Advisory Services
Minnesota
$18K
EFSCE
825
Enterprise Financial Services Corp (EFSC)
Missouri
$17K -$1.52K -6 -9%

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.