We are live on ! Find out more

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
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$5.86B
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.98B +$17.1M +76,986 +0.6%
BlackRock
3
BlackRock
New York
$2.59B +$121M +542,445 +5%
State Street
4
State Street
Massachusetts
$1.69B +$337K +1,518 +0%
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$1.56B +$32.1M +144,262 +2%
TCI Fund Management
6
TCI Fund Management
United Kingdom
$1.43B
ACM
7
AKRE Capital Management
Virginia
$1.35B -$35.6K -160 -0%
Baillie Gifford & Co
8
Baillie Gifford & Co
United Kingdom
$1.34B -$38.1M -171,444 -3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$1.33B +$21.1M +95,131 +2%
Capital International Investors
10
Capital International Investors
California
$1.19B -$61.9M -278,605 -5%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$918M -$142M -640,661 -14%
Harris Associates
12
Harris Associates
Illinois
$839M +$16.9M +76,109 +2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$628M +$28.8M +129,385 +5%
Ninety One (UK)
14
Ninety One (UK)
United Kingdom
$599M +$87.6M +393,988 +19%
Morgan Stanley
15
Morgan Stanley
New York
$511M +$13.4M +60,410 +3%
RCWMU
16
Rothschild & Co Wealth Management (UK)
United Kingdom
$452M -$2.01M -9,027 -0.5%
Northern Trust
17
Northern Trust
Illinois
$448M +$1.5M +6,730 +0.4%
Capital World Investors
18
Capital World Investors
California
$430M +$86.3M +388,527 +27%
WPL
19
WINDACRE PARTNERSHIP LLC
Texas
$385M -$37.7M -169,800 -9%
Norges Bank
20
Norges Bank
Norway
$364M
Deutsche Bank
21
Deutsche Bank
Germany
$358M -$28.5M -128,411 -8%
Principal Financial Group
22
Principal Financial Group
Iowa
$352M -$38.3M -172,418 -10%
Winslow Capital Management
23
Winslow Capital Management
Minnesota
$349M -$12.1M -54,315 -4%
DZ Bank
24
DZ Bank
Germany
$334M +$39.1M +176,119 +14%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$301M -$2.53M -11,401 -0.9%

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.