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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
LI
901
Leap Investments
Illinois
-$254K -1,200 Closed
PFA
902
Pathway Financial Advisors
Vermont
-$251K -1,200 Closed
Walleye Capital
903
Walleye Capital
New York
-$233K -1,100 Closed
MAFM
904
Mid Atlantic Financial Management
Pennsylvania
-$217K -1,028 Closed
SM
905
SG3 Management
Puerto Rico
-$212K -1,000 Closed
OMC
906
Old Mission Capital
Illinois
-$207K -978 Closed
EMG
907
ETF Managers Group
New Jersey
-$185K -834 Closed
BII
908
Bainco International Investors
Massachusetts
-$99K -467 Closed
AIC
909
Ameritas Investment Company
Nebraska
-$79K -377 Closed
WAM
910
Wolverine Asset Management
Illinois
-$52K -246 Closed
EWM
911
EPG Wealth Management
Georgia
-$52K -244 Closed
QAM
912
QCI Asset Management
New York
-$45K -215 Closed
MWM
913
MBE Wealth Management
Wisconsin
-$44K -210 Closed
CDIA
914
Capital Directions Investment Advisors
Georgia
-$40K -188 Closed
VEA
915
Virtus ETF Advisers
New York
-$25K -120 Closed
WAP
916
Wealthcare Advisory Partners
Pennsylvania
-$12K -58 Closed
RWM
917
Rezny Wealth Management
Florida
-$70.5K -40 Closed
EIP
918
Ellis Investment Partners
Pennsylvania
-$6K -32 Closed
WCM
919
Wealthcare Capital Management
Virginia
-$3K -13 Closed
AWM
920
Atticus Wealth Management
Florida
-$2K -10 Closed
GFPC
921
Global Financial Private Capital
Florida
-$2K -10 Closed
LWM
922
Liberty Wealth Management
California
-$1K -7 Closed
RFA
923
Reilly Financial Advisors
California
-$1K -5 Closed
MFT
924
Moisand Fitzgerald Tamayo
Florida
+$254 +1 New

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.