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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
Fidelity International
201
Fidelity International
Bermuda
$14.1M -$11.6M -45,470 -47%
CWM
202
CIBC World Markets
New York
$14M +$1.55M +6,111 +14%
FAF
203
Fjarde Ap-fonden
Sweden
$13.8M +$889K +3,500 +7%
Ensign Peak Advisors
204
Ensign Peak Advisors
Utah
$13.8M -$4.82M -18,978 -27%
CAM
205
Congress Asset Management
Massachusetts
$13.8M
CI
206
Capital International
California
$13.7M -$9.91K -39 -0.1%
Alyeska Investment Group
207
Alyeska Investment Group
Illinois
$13.5M +$12.5M +49,117 New
NPF
208
Norris Perne & French
Michigan
$12.9M -$9.65K -38 -0.1%
CNAM
209
Campbell Newman Asset Management
Wisconsin
$12.6M +$5.4M +21,272 +87%
CG
210
Colony Group
Massachusetts
$12.5M -$927K -3,650 -7%
TD Asset Management
211
TD Asset Management
Ontario, Canada
$12.4M -$50K -197 -0.4%
William Blair & Company
212
William Blair & Company
Illinois
$12M +$106K +416 +1%
MIM
213
MetLife Investment Management
New Jersey
$11.6M +$81.3K +320 +0.8%
GIBU
214
Gulf International Bank (UK)
United Kingdom
$11.3M +$117K +462 +1%
MRCP
215
Manor Road Capital Partners
New York
$11M -$8.89M -35,000 -47%
Handelsbanken Fonder
216
Handelsbanken Fonder
Sweden
$10.9M +$10.1M +39,769 New
X
217
Xponance
Pennsylvania
$10.9M +$10.1M +39,756 New
ASRS
218
Arizona State Retirement System
Arizona
$10.9M +$2.3M +9,067 +30%
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$10.8M -$457K -1,798 -4%
LPL Financial
220
LPL Financial
California
$10.7M -$757K -2,981 -7%
Skandinaviska Enskilda Banken (SEB)
221
Skandinaviska Enskilda Banken (SEB)
Sweden
$10.7M -$1.88M -7,418 -16%
ZIM
222
Zacks Investment Management
Illinois
$10.5M +$191K +750 +2%
EPFB
223
Employees Provident Fund Board
Malaysia
$10.5M +$9.67M +38,070 New
AIMCA
224
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$10.4M +$9.6M +37,800 New
PIM
225
Progressive Investment Management
Oregon
$10.4M -$2.54K -10 -0%

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.