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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
Kayne Anderson Rudnick Investment Management
126
Kayne Anderson Rudnick Investment Management
California
$31.8M -$2.6M -11,721 -8%
Schroder Investment Management Group
127
Schroder Investment Management Group
United Kingdom
$30.7M -$46M -206,979 -62%
Sands Capital Management
128
Sands Capital Management
Virginia
$30.2M +$9.31M +41,897 +49%
State of New Jersey Common Pension Fund D
129
State of New Jersey Common Pension Fund D
New Jersey
$29.6M -$2.14M -9,634 -7%
ZIG
130
Zurich Insurance Group
Switzerland
$29.5M +$27.7M +124,438 New
ICP
131
Ironvine Capital Partners
Nebraska
$29M +$256K +1,154 +1%
Asset Management One
132
Asset Management One
Japan
$27.9M -$1.58M -7,110 -6%
D.E. Shaw & Co
133
D.E. Shaw & Co
New York
$27.4M -$10.1M -45,360 -28%
AG
134
Aperio Group
California
$26.8M +$170K +765 +0.7%
AQR Capital Management
135
AQR Capital Management
Connecticut
$26.7M +$3.74M +16,851 +18%
Toronto Dominion Bank
136
Toronto Dominion Bank
Ontario, Canada
$26.3M +$1.45M +6,505 +6%
CBUSF
137
Construction & Building Unions Superannuation Fund
Australia
$26.3M
BFM
138
Boston Financial Management
Massachusetts
$25.8M -$92.9K -418 -0.4%
AAMU
139
Amundi Asset Management US
Massachusetts
$25.7M +$6.1M +27,460 +34%
SOMRS
140
State of Michigan Retirement System
Michigan
$25.5M -$244K -1,100 -1%
HIM
141
HughesLittle Investment Management
$25M -$242K -1,090 -1%
Ohio Public Employees Retirement System (OPERS)
142
Ohio Public Employees Retirement System (OPERS)
Ohio
$24.6M +$573K +2,577 +3%
KCM
143
Kornitzer Capital Management
Kansas
$23.9M +$17.9M +80,443 +397%
American Century Companies
144
American Century Companies
Missouri
$23.7M +$22.2M +99,956 New
BFS
145
Baskin Financial Services
Ontario, Canada
$23.7M +$386K +1,735 +2%
BNP Paribas Asset Management
146
BNP Paribas Asset Management
France
$23.3M +$3.49M +15,684 +19%
ECAM
147
East Coast Asset Management
Massachusetts
$22.7M +$80.2K +361 +0.4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
148
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$21.8M +$20.4M +91,661 New
PAMU
149
Pictet Asset Management (UK)
United Kingdom
$21.7M -$333K -1,500 -2%
UBS Group
150
UBS Group
Switzerland
$21.6M +$2.01M +9,033 +11%

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.