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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
WAS
826
Wesleyan Assurance Society
United Kingdom
$16K
RA
827
Rational Advisors
New York
$15K -$159K -626 -92%
NIM
828
NuWave Investment Management
New Jersey
$15K +$13.5K +53 New
AIL
829
AGF Investments LLC
Ontario, Canada
$15K +$13.7K +54 New
APWM
830
Atlas Private Wealth Management
New York
$14K
MPWT
831
MassMutual Private Wealth & Trust
Connecticut
$14K
ADL
832
Asset Dedication LLC
California
$13K
CIM
833
Contravisory Investment Management
Massachusetts
$13K
AWM
834
Apollon Wealth Management
South Carolina
$13K +$11.7K +46 New
EWA
835
Evolution Wealth Advisors
Florida
$13K +$11.9K +47 New
CFGS
836
Concourse Financial Group Securities
Alabama
$12K -$1.27K -5 -10%
OC
837
Oakworth Capital
Alabama
$12K
GRP
838
Global Retirement Partners
California
$11K -$508 -2 -5%
PW
839
Price Wealth
Texas
$11K +$10.2K +40 New
SWA
840
Sutton Wealth Advisors
Florida
$10.7K +$762 +3 +8%
FANJ
841
Financial Architects (New Jersey)
New Jersey
$10K -$3.81K -15 -30%
H
842
Hexavest
Quebec, Canada
$10K
EWP
843
Engrave Wealth Partners
Texas
$9K +$5.08K +20 +133%
FMP
844
Financial Management Professionals
Texas
$9K +$7.88K +31 New
TFGT
845
TS Financial Group (TSFG)
Illinois
$8K -$762 -3 -9%
HI
846
Hudock Inc
Pennsylvania
$8K
CB
847
CNB Bank
Pennsylvania
$8K +$7.62K +30 New
LB
848
Legacy Bridge
Iowa
$7K
SGAM
849
Smith Group Asset Management
Texas
$7K
VCM
850
Versant Capital Management
Arizona
$6K +$2.29K +9 +56%

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.