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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
AIG
176
American International Group
New York
$19.4M +$1.09M +4,289 +6%
First Trust Advisors
177
First Trust Advisors
Illinois
$19.1M -$79.8M -314,149 -82%
Retirement Systems of Alabama
178
Retirement Systems of Alabama
Alabama
$18.9M -$617K -2,429 -3%
CIBC Asset Management
179
CIBC Asset Management
Ontario, Canada
$18.7M +$4.82M +18,966 +39%
Treasurer of the State of North Carolina
180
Treasurer of the State of North Carolina
North Carolina
$18.6M -$2.65M -10,430 -13%
FDCDDQ
181
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.6M -$1.59M -6,268 -8%
Zurich Cantonal Bank
182
Zurich Cantonal Bank
Switzerland
$18.2M -$6.64M -26,131 -28%
Envestnet Asset Management
183
Envestnet Asset Management
Illinois
$17.4M +$874K +3,440 +6%
CCA
184
Cobblestone Capital Advisors
New York
$17.2M +$591K +2,327 +4%
Victory Capital Management
185
Victory Capital Management
Texas
$17.2M -$16.7M -65,886 -51%
Royal London Asset Management
186
Royal London Asset Management
United Kingdom
$17.2M -$517K -2,035 -3%
Teacher Retirement System of Texas
187
Teacher Retirement System of Texas
Texas
$16.6M +$531K +2,092 +4%
FG
188
Fiduciary Group
Georgia
$16.5M -$348K -1,368 -2%
RHAM
189
Round Hill Asset Management
California
$16.4M -$127K -500 -0.8%
WorldQuant Millennium Advisors
190
WorldQuant Millennium Advisors
New York
$16.4M -$2.53M -9,967 -14%
Point72 Asset Management
191
Point72 Asset Management
Connecticut
$16.3M +$15.1M +59,488 New
MSL
192
Mackay Shields LLC
New York
$16.3M -$5.83M -22,965 -28%
Comerica Bank
193
Comerica Bank
Texas
$16.1M +$298K +1,173 +2%
Nomura Asset Management
194
Nomura Asset Management
Japan
$16.1M -$3.33M -13,101 -18%
ACI
195
AMP Capital Investors
Australia
$16M +$2.95M +11,631 +24%
Natixis Advisors
196
Natixis Advisors
Massachusetts
$15.6M -$159K -627 -1%
Two Sigma Investments
197
Two Sigma Investments
New York
$15.5M +$11.3M +44,412 +366%
EP
198
Edgestream Partners
New Jersey
$15M +$9.93M +39,072 +249%
State of Tennessee, Department of Treasury
199
State of Tennessee, Department of Treasury
Tennessee
$15M -$1.61M -6,338 -10%
TAS
200
TIFF Advisory Services
Pennsylvania
$14.8M +$13.7M +53,758 New

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.