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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
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$6.78B
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.85B +$286M +1,127,576 +9%
BlackRock
3
BlackRock
New York
$2.99B -$80.9M -318,516 -3%
State Street
4
State Street
Massachusetts
$1.92B +$7.5M +29,529 +0.4%
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$1.89B +$83.1M +327,254 +5%
TCI Fund Management
6
TCI Fund Management
United Kingdom
$1.87B -$4.94M -19,456 -0.3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.57B +$39.2M +154,131 +3%
Baillie Gifford & Co
8
Baillie Gifford & Co
United Kingdom
$1.55B +$3.23M +12,712 +0.2%
ACM
9
AKRE Capital Management
Virginia
$1.55B -$507K -1,997 -0%
Capital International Investors
10
Capital International Investors
California
$1.46B +$95.8M +377,235 +8%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$714M -$23.4M -91,966 -3%
Ninety One (UK)
12
Ninety One (UK)
United Kingdom
$683M -$3.2M -12,584 -0.5%
Harris Associates
13
Harris Associates
Illinois
$677M -$79.2M -311,574 -11%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$673M -$122M -478,258 -16%
Northern Trust
15
Northern Trust
Illinois
$524M +$9.06M +35,668 +2%
Capital World Investors
16
Capital World Investors
California
$506M -$4.18M -16,462 -0.9%
RCWMU
17
Rothschild & Co Wealth Management (UK)
United Kingdom
$491M -$38.5M -151,666 -8%
Morgan Stanley
18
Morgan Stanley
New York
$460M +$18.8M +74,080 +5%
Principal Financial Group
19
Principal Financial Group
Iowa
$436M -$12M -47,369 -3%
Deutsche Bank
20
Deutsche Bank
Germany
$413M -$39.7M -156,446 -9%
Norges Bank
21
Norges Bank
Norway
$411M -$4.63M -18,243 -1%
UBS AM
22
UBS AM
Illinois
$401M +$35.3M +138,985 +11%
Winslow Capital Management
23
Winslow Capital Management
Minnesota
$370M -$8.81M -34,681 -3%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$346M +$5.16M +20,303 +2%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$297M -$1.6M -6,300 -0.6%

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.