Moody's
767 hedge funds and large institutions have $35.4B invested in Moody's in 2019 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 219 increasing their positions, 294 reducing their positions, and 33 closing their positions.
148% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 33
8% more funds holding in top 10
Funds holding in top 10: 36 → 39 (+3)
6% more funds holding
Funds holding: 721 → 767 (+46)
4% more capital invested
Capital invested by funds: $34.1B → $35.4B (+$1.29B)
0.81% less ownership
Funds ownership: 92.13% → 91.31% (-0.81%)
26% less repeat investments, than reductions
Existing positions increased: 219 | Existing positions reduced: 294
35% less call options, than puts
Call options by funds: $27.5M | Put options by funds: $42.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$177M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$164M |
| 3 |
ACP
Atalan Capital Partners
New York
|
+$81.7M |
| 4 |
BlackRock
New York
|
+$47.1M |
| 5 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$46.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$520M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$73.7M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$65M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$59.7M |
| 5 |
Jane Street
New York
|
-$41.6M |
MCO Hedge Fund Activity: Q3 2019 in Review
767 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q3 2019, worth a combined $35.4B — up 3.8% from $34.1B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new MCO positions and 33 closed out — a net gain of 49 holders — while 219 added to existing stakes and 294 trimmed.
The largest buyer was 1832 Asset Management, adding an estimated $177M. The largest seller was Vanguard Group, cutting an estimated $520M.
- 767 institutional investors held Moody's (MCO) as of Q3 2019, up from 721 in Q2 2019.
- Funds reported $35.4B of Moody's stock for Q3 2019, up 3.8% quarter-over-quarter.
- 82 funds opened new Moody's positions in Q3 2019 and 33 closed out, a net change of +49 holders.
- The largest Moody's buyer in Q3 2019 was 1832 Asset Management, an estimated $177M added.
- The largest Moody's seller in Q3 2019 was Vanguard Group, an estimated $520M sold.
Based on aggregated 13F filings for Q3 2019.