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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
TFO
851
Tarbox Family Office
California
$5K -$1.02K -4 -18%
BWA
852
BDO Wealth Advisors
Florida
$5K
IRC
853
Investors Research Corp
Georgia
$5K
1IA
854
1834 Investment Advisors
Wisconsin
$5K +$4.32K +17 New
PMFA
855
Plante Moran Financial Advisors
Michigan
$5K +$4.32K +17 New
PWMG
856
Prestige Wealth Management Group
New Jersey
$4K -$1.27K -5 -24%
TJHA
857
Thomas J. Herzfeld Advisors
Florida
$4K +$3.81K +15 New
LFG
858
Larson Financial Group
Missouri
$3K
M
859
MOTCO
Texas
$3K
CWC
860
Carolinas Wealth Consulting
North Carolina
$3K +$2.54K +10 New
APC
861
Aspire Private Capital
North Carolina
$2K
IWP
862
IAG Wealth Partners
Wisconsin
$2K
UFF
863
USA Financial Formulas
Michigan
$1K -$1.82M -7,163 -100%
CCA
864
Column Capital Advisors
Indiana
$1K -$10.2K -40 -87%
BAM
865
Bellevue Asset Management
Washington
$1K -$254 -1 -20%
AWM
866
Avior Wealth Management
Nebraska
$1K
GI
867
Gradient Investments
Minnesota
$1K
PA
868
Procyon Advisors
Connecticut
$1K
SL
869
Savior LLC
Massachusetts
$1K
BWA
870
Burt Wealth Advisors
Maryland
$1K +$1.27K +5 New
Holocene Advisors
871
Holocene Advisors
New York
-$30.8M -145,617 Closed
Jennison Associates
872
Jennison Associates
New York
-$11.9M -56,482 Closed
CIBC Private Wealth Group
873
CIBC Private Wealth Group
Georgia
-$11.3M -53,484 Closed
PIA
874
Piedmont Investment Advisors
North Carolina
-$7.16M -33,833 Closed
BDS
875
Banco de Sabadell
Florida
-$4.07M -18,516 Closed

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.