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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
CII
76
Capital International Inc
California
$87.7M +$9.07M +35,695 +13%
BCF
77
BLS Capital Fondsmaeglerselskab
Denmark
$85.4M -$40.2M -158,200 -34%
EVM
78
Eaton Vance Management
Massachusetts
$85M +$223K +877 +0.3%
RhumbLine Advisers
79
RhumbLine Advisers
Massachusetts
$84.8M +$2.85M +11,208 +4%
A
80
AustralianSuper
Australia
$83.7M +$41.9M +164,945 +118%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$81M -$392K -1,544 -0.5%
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$77.9M +$49.3M +193,917 +217%
EAM
83
Eagle Asset Management
Florida
$77.4M -$28.6M -112,677 -28%
1832 Asset Management
84
1832 Asset Management
Ontario, Canada
$75.5M +$36.1M +142,161 +104%
MNG
85
Manning & Napier Group
New York
$72.1M -$926K -3,645 -1%
Janus Henderson Group
86
Janus Henderson Group
United Kingdom
$72M -$34.5M -135,945 -34%
SIG
87
Senator Investment Group
New York
$68.7M +$63.5M +250,000 New
CS
88
Credit Suisse
Switzerland
$68.4M -$15.9M -62,580 -20%
CTA
89
Carillon Tower Advisers
Florida
$68.3M -$26M -102,173 -29%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$67.4M +$6.66M +26,224 +13%
Axa
91
Axa
France
$66.3M -$13.7M -53,986 -18%
Allianz Asset Management
92
Allianz Asset Management
Germany
$65.2M +$20.2M +79,567 +50%
Ameriprise
93
Ameriprise
Minnesota
$65.2M -$62.1M -244,577 -51%
RCM
94
Rings Capital Management
Illinois
$65.1M
JCM
95
Junto Capital Management
New York
$64.8M +$59.9M +235,780 New
National Pension Service
96
National Pension Service
South Korea
$63.2M -$2.87M -11,298 -5%
Arrowstreet Capital
97
Arrowstreet Capital
Massachusetts
$62.4M -$8.02M -31,563 -12%
State Board of Administration of Florida Retirement System
98
State Board of Administration of Florida Retirement System
Florida
$61.1M +$1.53M +6,018 +3%
ESCM
99
Echo Street Capital Management
New York
$60.5M +$6.17M +24,303 +12%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$58.8M -$1.49M -5,860 -3%

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.