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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
BPC
151
Banque Pictet & Cie
Switzerland
$21.4M -$571K -2,568 -3%
MRCP
152
Manor Road Capital Partners
New York
$21.4M
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$21.3M +$8.47M +38,127 +74%
Natixis Advisors
154
Natixis Advisors
Massachusetts
$20.8M +$958K +4,310 +5%
KBC Group
155
KBC Group
Belgium
$20.7M +$7.72M +34,733 +66%
QCMNJ
156
Quantum Capital Management (New Jersey)
New Jersey
$20.1M +$813K +3,657 +5%
Nisa Investment Advisors
157
Nisa Investment Advisors
Missouri
$19.9M +$49.3K +222 +0.3%
Robeco Institutional Asset Management
158
Robeco Institutional Asset Management
Netherlands
$19.5M +$17.2M +77,476 +1,739%
JAM
159
Jupiter Asset Management
United Kingdom
$19.1M +$7.1M +31,959 +66%
Artisan Partners
160
Artisan Partners
Wisconsin
$19M +$1.81M +8,165 +11%
CFB
161
Cullen/Frost Bankers
Texas
$18.1M -$416K -1,874 -2%
WorldQuant Millennium Advisors
162
WorldQuant Millennium Advisors
New York
$18.1M +$1.35M +6,076 +9%
BCM
163
Bowie Capital Management
Texas
$17.9M +$222K +1,000 +1%
Aberdeen Group
164
Aberdeen Group
United Kingdom
$17.9M +$2.17M +9,759 +15%
Arrowstreet Capital
165
Arrowstreet Capital
Massachusetts
$17.8M -$18.3M -82,421 -52%
FDCDDQ
166
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.5M +$1.02M +4,571 +7%
Treasurer of the State of North Carolina
167
Treasurer of the State of North Carolina
North Carolina
$17.4M +$164K +740 +1%
Retirement Systems of Alabama
168
Retirement Systems of Alabama
Alabama
$16.9M +$22.9K +103 +0.1%
Victory Capital Management
169
Victory Capital Management
Texas
$16.9M -$118K -530 -0.7%
VRS
170
Virginia Retirement Systems
Virginia
$16.9M +$10.8M +48,800 +220%
VOYA Investment Management
171
VOYA Investment Management
Georgia
$16.7M +$913K +4,108 +6%
BNP Paribas Financial Markets
172
BNP Paribas Financial Markets
France
$16.4M -$567K -2,550 -4%
RHAM
173
Round Hill Asset Management
California
$16M -$775K -3,487 -5%
Wellington Management Group
174
Wellington Management Group
Massachusetts
$15.8M +$918K +4,131 +7%
AIG
175
American International Group
New York
$15.8M +$353K +1,587 +2%

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.