Moody's
721 hedge funds and large institutions have $34.1B invested in Moody's in 2019 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 230 increasing their positions, 246 reducing their positions, and 59 closing their positions.
56% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 59
4% more funds holding
Funds holding: 696 → 721 (+25)
3% more funds holding in top 10
Funds holding in top 10: 35 → 36 (+1)
5% more capital invested
Capital invested by funds: $32.6B → $34.1B (+$1.53B)
7% less repeat investments, than reductions
Existing positions increased: 230 | Existing positions reduced: 246
3.17% less ownership
Funds ownership: 95.3% → 92.13% (-3.2%)
46% less call options, than puts
Call options by funds: $33.7M | Put options by funds: $62.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nuveen
Charlotte,
North Carolina
|
+$133M |
| 2 |
Millennium Management
New York
|
+$121M |
| 3 |
Citigroup
New York
|
+$98.4M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$88.2M |
| 5 |
Goldman Sachs
New York
|
+$56.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$444M |
| 2 |
BlackRock
New York
|
-$404M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
-$157M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$121M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$70.5M |
MCO Hedge Fund Activity: Q2 2019 in Review
721 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q2 2019, worth a combined $34.1B — up 4.7% from $32.6B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new MCO positions and 59 closed out — a net gain of 33 holders — while 230 added to existing stakes and 246 trimmed.
The largest buyer was Nuveen, adding an estimated $133M. The largest seller was Vanguard Group, cutting an estimated $444M.
- 721 institutional investors held Moody's (MCO) as of Q2 2019, up from 696 in Q1 2019.
- Funds reported $34.1B of Moody's stock for Q2 2019, up 4.7% quarter-over-quarter.
- 92 funds opened new Moody's positions in Q2 2019 and 59 closed out, a net change of +33 holders.
- The largest Moody's buyer in Q2 2019 was Nuveen, an estimated $133M added.
- The largest Moody's seller in Q2 2019 was Vanguard Group, an estimated $444M sold.
Based on aggregated 13F filings for Q2 2019.