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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
PM
201
Pembroke Management
Quebec, Canada
$11.2M +$10.4M +46,970 New
Ensign Peak Advisors
202
Ensign Peak Advisors
Utah
$10.7M +$10.1M +45,237 New
SCM
203
Stanley Capital Management
Texas
$10.4M +$156K +700 +2%
ProShare Advisors
204
ProShare Advisors
Maryland
$10.4M +$1.11M +4,989 +13%
Truist Financial
205
Truist Financial
North Carolina
$10.3M +$9.66M +43,483 New
MIM
206
MetLife Investment Management
New Jersey
$10.2M -$255K -1,147 -3%
TD Asset Management
207
TD Asset Management
Ontario, Canada
$10.1M -$2.94M -13,219 -24%
Susquehanna International Group
208
Susquehanna International Group
Pennsylvania
$10.1M +$6.23M +28,049 +193%
William Blair & Company
209
William Blair & Company
Illinois
$10.1M -$23.6K -106 -0.2%
TPM
210
Totem Point Management
New York
$10.1M +$3.69M +16,594 +64%
OAC
211
OMERS Administration Corp
Ontario, Canada
$10.1M -$1.02M -4,600 -10%
KWILP
212
Kiwi Wealth Investments Limited Partnership
New Zealand
$9.97M +$9.33M +42,006 New
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$9.97M -$153K -687 -2%
SI
214
Scout Investments
Missouri
$9.94M -$1.61M -7,265 -15%
GIBU
215
Gulf International Bank (UK)
United Kingdom
$9.65M
SBH
216
Segall Bryant & Hamill
Illinois
$9.62M -$158K -711 -2%
BCIM
217
British Columbia Investment Management
British Columbia, Canada
$9.54M +$255K +1,146 +3%
ZIM
218
Zacks Investment Management
Illinois
$9.29M +$87.6K +394 +1%
XK
219
Xact Kapitalforvaltning
Sweden
$9.24M -$119K -535 -1%
LPL Financial
220
LPL Financial
California
$9M +$1.57M +7,074 +23%
MIFH
221
Migdal Insurance & Financial Holdings
Israel
$8.94M
CPH
222
C Partners Holding
Switzerland
$8.9M +$334K +1,505 +4%
PIM
223
Progressive Investment Management
Oregon
$8.9M +$77.6K +349 +0.9%
OAM
224
Oxford Asset Management
United Kingdom
$8.88M +$8.31M +37,408 New
FTIOP
225
Fiduciary Trust International of Pennsylvania
Pennsylvania
$8.82M -$49.1K -221 -0.6%

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.