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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
MG
101
Markel Group
Virginia
$58M
New York State Teachers Retirement System (NYSTRS)
102
New York State Teachers Retirement System (NYSTRS)
New York
$56.8M +$135K +531 +0.3%
State of Wisconsin Investment Board
103
State of Wisconsin Investment Board
Wisconsin
$54.2M +$7.49M +29,486 +18%
BGCP
104
Bristol Gate Capital Partners
Ontario, Canada
$54M +$49.9M +196,423 New
YL
105
YCG LLC
Texas
$53.7M -$1.95M -7,690 -4%
HHAA
106
Henry H. Armstrong Associates
Pennsylvania
$53.1M -$383K -1,509 -0.8%
KBC Group
107
KBC Group
Belgium
$52.9M +$28.4M +111,743 +138%
Aviva
108
Aviva
United Kingdom
$52.4M -$7.59M -29,860 -14%
TPI
109
Tesco Pension Investment
United Kingdom
$51.4M
Adage Capital Partners
110
Adage Capital Partners
Massachusetts
$51.4M +$14.2M +55,900 +43%
ESBC
111
E.S. Barr & Co
Kentucky
$49.1M -$584K -2,300 -1%
AAMU
112
Amundi Asset Management US
Massachusetts
$47.7M +$9.75M +38,381 +28%
Lord, Abbett & Co
113
Lord, Abbett & Co
New Jersey
$47.5M +$17.3M +68,038 +65%
Barclays
114
Barclays
United Kingdom
$47.4M +$9.31M +36,647 +27%
American Century Companies
115
American Century Companies
Missouri
$46.8M +$606K +2,387 +1%
JP Morgan Chase
116
JP Morgan Chase
New York
$45.8M +$16.8M +66,141 +66%
DC
117
Davenport & Co
Virginia
$45.6M +$393K +1,545 +0.9%
SIC
118
Schwartz Investment Counsel
Michigan
$45.5M +$592K +2,331 +1%
First Manhattan
119
First Manhattan
New York
$44.7M -$46K -181 -0.1%
Kayne Anderson Rudnick Investment Management
120
Kayne Anderson Rudnick Investment Management
California
$42.9M +$3.9M +15,344 +11%
Canada Pension Plan Investment Board
121
Canada Pension Plan Investment Board
Ontario, Canada
$42.7M +$977K +3,845 +3%
Canada Life
122
Canada Life
Manitoba, Canada
$42.3M +$1.83M +7,223 +5%
Schroder Investment Management Group
123
Schroder Investment Management Group
United Kingdom
$42.3M +$19.1M +75,012 +95%
Two Sigma Advisers
124
Two Sigma Advisers
New York
$41.5M +$940K +3,700 +3%
SEI Investments
125
SEI Investments
Pennsylvania
$40.3M +$1.07M +4,209 +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.