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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
SP
76
Sarasin & Partners
United Kingdom
$82.8M +$3.25M +14,635 +4%
CTA
77
Carillon Tower Advisers
Florida
$82.2M -$1.17M -5,275 -2%
First Trust Advisors
78
First Trust Advisors
Illinois
$80.4M -$254K -1,145 -0.3%
CIC
79
Chilton Investment Company
Connecticut
$78.5M +$2.02M +9,093 +3%
Wells Fargo
80
Wells Fargo
California
$77.4M +$4.68M +21,038 +7%
EVM
81
Eaton Vance Management
Massachusetts
$73.1M +$10.7K +48 +0%
CS
82
Credit Suisse
Switzerland
$71.7M +$17.9M +80,624 +36%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$71.4M +$4.78M +21,524 +8%
RhumbLine Advisers
84
RhumbLine Advisers
Massachusetts
$70.3M -$376K -1,690 -0.6%
AllianceBernstein
85
AllianceBernstein
Tennessee
$66M -$486K -2,188 -0.8%
CII
86
Capital International Inc
California
$62.7M -$1.39M -6,246 -2%
Aviva
87
Aviva
United Kingdom
$60.2M -$3.5M -15,748 -6%
National Pension Service
88
National Pension Service
South Korea
$56.3M +$3.18M +14,332 +6%
RCM
89
Rings Capital Management
Illinois
$56.3M
Millennium Management
90
Millennium Management
New York
$54.8M -$129M -579,194 -72%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$54.2M -$1.5M -6,761 -3%
ESCM
92
Echo Street Capital Management
New York
$53.3M -$4.32M -19,419 -8%
YL
93
YCG LLC
Texas
$52M +$1.03M +4,636 +2%
Ameriprise
94
Ameriprise
Minnesota
$51.3M +$6.16M +27,728 +15%
State Board of Administration of Florida Retirement System
95
State Board of Administration of Florida Retirement System
Florida
$51.1M -$1.38M -6,220 -3%
MG
96
Markel Group
Virginia
$49.8M +$767K +3,450 +2%
New York State Teachers Retirement System (NYSTRS)
97
New York State Teachers Retirement System (NYSTRS)
New York
$49.5M -$838K -3,771 -2%
Barclays
98
Barclays
United Kingdom
$47.8M +$8.26M +37,170 +23%
TPI
99
Tesco Pension Investment
United Kingdom
$47M -$5.97M -26,869 -12%
VNIM
100
Vaughan Nelson Investment Management
Texas
$46.7M +$157K +705 +0.4%

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.