Moody's
883 hedge funds and large institutions have $49.1B invested in Moody's in 2020 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 312 increasing their positions, 312 reducing their positions, and 54 closing their positions.
33% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 54
1% more funds holding
Funds holding: 871 → 883 (+12)
5% more capital invested
Capital invested by funds: $46.9B → $49.1B (+$2.28B)
0% more repeat investments, than reductions
Existing positions increased: 312 | Existing positions reduced: 312
0.59% less ownership
Funds ownership: 91% → 90.41% (-0.59%)
5% less funds holding in top 10
Funds holding in top 10: 39 → 37 (-2)
30% less call options, than puts
Call options by funds: $102M | Put options by funds: $146M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$230M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$103M |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
+$92M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$73.8M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$51.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
-$193M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$120M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$106M |
| 4 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$85.3M |
| 5 |
MWA
Marshall Wace Asia
Central,
Hong Kong
|
-$72.1M |
MCO Hedge Fund Activity: Q3 2020 in Review
883 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q3 2020, worth a combined $49.1B — up 4.9% from $46.9B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new MCO positions and 54 closed out — a net gain of 18 holders — while 312 added to existing stakes and 312 trimmed.
The largest buyer was BlackRock, adding an estimated $230M. The largest seller was Harris Associates, cutting an estimated $193M.
- 883 institutional investors held Moody's (MCO) as of Q3 2020, up from 871 in Q2 2020.
- Funds reported $49.1B of Moody's stock for Q3 2020, up 4.9% quarter-over-quarter.
- 72 funds opened new Moody's positions in Q3 2020 and 54 closed out, a net change of +18 holders.
- The largest Moody's buyer in Q3 2020 was BlackRock, an estimated $230M added.
- The largest Moody's seller in Q3 2020 was Harris Associates, an estimated $193M sold.
Based on aggregated 13F filings for Q3 2020.