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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
Manulife (Manufacturers Life Insurance)
101
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$46.1M -$730K -3,285 -2%
HHAA
102
Henry H. Armstrong Associates
Pennsylvania
$45.8M -$631K -2,840 -1%
JP Morgan Chase
103
JP Morgan Chase
New York
$43.6M +$12.7M +57,212 +45%
Prudential Financial
104
Prudential Financial
New Jersey
$43M +$5.12M +23,020 +15%
ESBC
105
E.S. Barr & Co
Kentucky
$41.7M -$763K -3,435 -2%
Adage Capital Partners
106
Adage Capital Partners
Massachusetts
$41.2M -$2.57M -11,560 -6%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$40.8M +$4.52M +20,341 +13%
DAM
108
Davis Asset Management
California
$39.2M -$8.89M -40,000 -20%
SIC
109
Schwartz Investment Counsel
Michigan
$39M -$13.6M -61,000 -27%
First Manhattan
110
First Manhattan
New York
$38.8M -$1.05M -4,714 -3%
Axa
111
Axa
France
$37.8M +$11.3M +50,880 +47%
MSV
112
MN Services Vermogensbeheer
Netherlands
$37.1M +$844K +3,800 +2%
Nordea Investment Management
113
Nordea Investment Management
Sweden
$36.6M +$7.33M +32,976 +27%
SO
114
STRS Ohio
Ohio
$36.2M -$1.04M -4,696 -3%
HSBC Holdings
115
HSBC Holdings
United Kingdom
$35.4M +$500K +2,249 +2%
SEI Investments
116
SEI Investments
Pennsylvania
$35.3M -$1.74M -7,847 -5%
Canada Pension Plan Investment Board
117
Canada Pension Plan Investment Board
Ontario, Canada
$35.2M -$644K -2,900 -2%
Jennison Associates
118
Jennison Associates
New York
$34.8M -$7.14M -32,124 -18%
Chevy Chase Trust
119
Chevy Chase Trust
Maryland
$34.7M -$139K -625 -0.4%
Canada Life
120
Canada Life
Manitoba, Canada
$34.7M +$2.17M +9,771 +7%
RJA
121
Raymond James & Associates
Florida
$34M -$1.05M -4,726 -3%
CPC
122
Cookson Peirce & Co
Pennsylvania
$33.7M -$879K -3,954 -3%
State of Wisconsin Investment Board
123
State of Wisconsin Investment Board
Wisconsin
$32.4M -$2.3M -10,360 -7%
N
124
Natixis
France
$32.3M +$19.9M +89,630 +193%
Allianz Asset Management
125
Allianz Asset Management
Germany
$32.1M +$25.8M +116,037 +602%

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.