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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
Renaissance Technologies
126
Renaissance Technologies
New York
$40.2M -$79.1M -311,422 -68%
MSV
127
MN Services Vermogensbeheer
Netherlands
$39.5M -$584K -2,300 -2%
BNP Paribas Asset Management
128
BNP Paribas Asset Management
France
$38.7M +$6.46M +25,419 +22%
SO
129
STRS Ohio
Ohio
$38.7M -$2.87M -11,299 -7%
Chevy Chase Trust
130
Chevy Chase Trust
Maryland
$38.5M -$2.12M -8,342 -6%
Lazard Asset Management
131
Lazard Asset Management
New York
$37.8M +$1.26M +4,970 +4%
AAM
132
Anglepoint Asset Management
Cayman Islands
$37.7M
AG
133
Aperio Group
California
$37.7M +$1.16M +4,558 +3%
HSBC Holdings
134
HSBC Holdings
United Kingdom
$37.1M -$2.68M -10,546 -7%
Prudential Financial
135
Prudential Financial
New Jersey
$37M -$7.08M -27,875 -17%
GIC
136
GFI Investment Counsel
Ontario, Canada
$36.9M +$34.1M +134,285 New
Sands Capital Management
137
Sands Capital Management
Virginia
$35.8M +$705K +2,777 +2%
CPC
138
Cookson Peirce & Co
Pennsylvania
$35M -$349K -1,373 -1%
UBS Group
139
UBS Group
Switzerland
$34.9M +$14.3M +56,104 +79%
AQR Capital Management
140
AQR Capital Management
Connecticut
$34.7M -$8.03M -31,606 -20%
DAM
141
Davis Asset Management
California
$33.9M
JAM
142
Jupiter Asset Management
United Kingdom
$33.4M +$2.07M +8,167 +7%
State of New Jersey Common Pension Fund D
143
State of New Jersey Common Pension Fund D
New Jersey
$33M -$1.18M -4,661 -4%
ICP
144
Ironvine Capital Partners
Nebraska
$31.8M -$4.03M -15,872 -12%
Wellington Management Group
145
Wellington Management Group
Massachusetts
$31.5M +$2.86M +11,257 +11%
SOMRS
146
State of Michigan Retirement System
Michigan
$31.3M +$3.06M +12,033 +12%
BFM
147
Boston Financial Management
Massachusetts
$30.6M +$350K +1,379 +1%
BCM
148
Bowie Capital Management
Texas
$30.5M -$254K -1,000 -0.9%
Asset Management One
149
Asset Management One
Japan
$29.8M -$798K -3,143 -3%
RJA
150
Raymond James & Associates
Florida
$28.6M -$9.41M -37,055 -26%

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.