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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
TCM
826
Thames Capital Management
New Jersey
-$547K -2,670 Closed
EGM
827
Engineers Gate Manager
New York
-$532K -2,599 Closed
EMG
828
Ellington Management Group
Connecticut
-$369K -1,800 Closed
USAA
829
United Services Automobile Association
Texas
-$367K -1,792 Closed
Twin Tree Management
830
Twin Tree Management
Texas
-$359K -1,752 Closed
BRWA
831
B. Riley Wealth Advisors
Florida
-$357K -1,739 Closed
CBFP
832
Cedar Brook Financial Partners
Ohio
-$301K -1,470 Closed
CSIC
833
Clifford Swan Investment Counsel
California
-$301K -1,470 Closed
CCM
834
Crabel Capital Management
California
-$284K -1,387 Closed
Walleye Trading
835
Walleye Trading
New York
-$307K -1,383 Closed
JT
836
Jump Trading
Illinois
-$248K -1,210 Closed
CAMG
837
CWA Asset Management Group
Florida
-$221K -1,076 Closed
MA
838
MANA Advisors
New York
-$218K -1,066 Closed
SCM
839
Sandler Capital Management
New York
-$215K -1,050 Closed
CCM
840
Coe Capital Management
Illinois
-$206K -1,005 Closed
SI
841
SCP Investment
California
-$205K -1,000 Closed
PHK
842
Point72 Hong Kong
Hong Kong
-$195K -951 Closed
GFPC
843
Global Financial Private Capital
Florida
-$177K -864 Closed
LWA
844
Lenox Wealth Advisors
New York
-$140K -685 Closed
Simplex Trading
845
Simplex Trading
Illinois
-$138K -620 Closed
TA
846
Thor Advisors
New York
-$103K -503 Closed
EDRH
847
Edmond de Rothschild Holding
Switzerland
-$97K -476 Closed
AIC
848
Ameritas Investment Company
Nebraska
-$83K -377 Closed
HCM
849
Hilton Capital Management
New York
-$41K -200 Closed
QCIG
850
Quad-Cities Investment Group
Iowa
-$41K -200 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.