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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
BFS
151
Baskin Financial Services
Ontario, Canada
$28.6M +$938K +3,692 +4%
CBUSF
152
Construction & Building Unions Superannuation Fund
Australia
$28.3M +$1.63M +6,428 +7%
KCM
153
Kornitzer Capital Management
Kansas
$26.6M -$909K -3,577 -4%
ECAM
154
East Coast Asset Management
Massachusetts
$26.4M +$414K +1,628 +2%
Man Group
155
Man Group
United Kingdom
$25.7M +$5.68M +22,344 +31%
QCMNJ
156
Quantum Capital Management (New Jersey)
New Jersey
$25.4M +$1.31M +5,168 +6%
Ohio Public Employees Retirement System (OPERS)
157
Ohio Public Employees Retirement System (OPERS)
Ohio
$25.1M -$892K -3,510 -4%
HIM
158
HughesLittle Investment Management
$24.8M
Artisan Partners
159
Artisan Partners
Wisconsin
$24.8M -$54.6M -214,805 -70%
Toronto Dominion Bank
160
Toronto Dominion Bank
Ontario, Canada
$23.8M -$378K -1,487 -2%
PAMU
161
Pictet Asset Management (UK)
United Kingdom
$23.6M -$457K -1,800 -2%
Nisa Investment Advisors
162
Nisa Investment Advisors
Missouri
$22.8M -$632K -2,488 -3%
Robeco Institutional Asset Management
163
Robeco Institutional Asset Management
Netherlands
$22.7M +$141K +555 +0.7%
Citadel Advisors
164
Citadel Advisors
Florida
$22.4M +$15.3M +60,045 +281%
BPC
165
Banque Pictet & Cie
Switzerland
$22.2M -$511K -2,012 -2%
CFB
166
Cullen/Frost Bankers
Texas
$21.9M +$824K +3,244 +4%
Truist Financial
167
Truist Financial
North Carolina
$21.3M +$4.56M +17,966 +30%
SAM
168
Storebrand Asset Management
Norway
$21M +$2.35M +9,235 +14%
Korea Investment Corp
169
Korea Investment Corp
South Korea
$20.8M -$1.45M -5,700 -7%
VOYA Investment Management
170
VOYA Investment Management
Georgia
$20.8M +$1.08M +4,239 +6%
SH
171
SeaTown Holdings
Singapore
$20.6M +$19.1M +75,000 New
AT
172
AMF Tjänstepension
Sweden
$20.2M +$18.7M +73,537 New
NP
173
NS Partners
United Kingdom
$20M +$125K +492 +0.7%
PCM
174
Prana Capital Management
Connecticut
$19.9M +$18.4M +72,271 New
Aberdeen Group
175
Aberdeen Group
United Kingdom
$19.6M -$1.39M -5,463 -7%

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.