Moody's
919 hedge funds and large institutions have $50.8B invested in Moody's in 2021 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 316 increasing their positions, 321 reducing their positions, and 91 closing their positions.
3% more funds holding in top 10
Funds holding in top 10: 34 → 35 (+1)
3% more capital invested
Capital invested by funds: $49.4B → $50.8B (+$1.41B)
0.21% more ownership
Funds ownership: 90.76% → 90.97% (+0.21%)
2% less repeat investments, than reductions
Existing positions increased: 316 | Existing positions reduced: 321
8% less first-time investments, than exits
New positions opened: 84 | Existing positions closed: 91
2% less funds holding
Funds holding: 933 → 919 (-14)
17% less call options, than puts
Call options by funds: $90.8M | Put options by funds: $109M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VAM
Veritas Asset Management
London,
United Kingdom
|
+$678M |
| 2 |
Flossbach Von Storch
Cologne,
Germany
|
+$199M |
| 3 |
VFCM
Valley Forge Capital Management
Miami,
Florida
|
+$158M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$97.1M |
| 5 |
State Street
Boston,
Massachusetts
|
+$85.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$412M |
| 2 |
BlackRock
New York
|
-$202M |
| 3 |
GAM
GuardCap Asset Management
London,
United Kingdom
|
-$111M |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$97.4M |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$91M |
MCO Hedge Fund Activity: Q1 2021 in Review
919 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q1 2021, worth a combined $50.8B — up 2.8% from $49.4B a quarter earlier.
Sellers outnumbered buyers: 91 funds closed out of MCO and 84 opened new positions — a net loss of 7 holders — while 321 trimmed existing stakes and 316 added.
The largest buyer was Veritas Asset Management, opening a new position worth an estimated $678M. The largest seller was Fidelity Investments, cutting an estimated $412M.
- 919 institutional investors held Moody's (MCO) as of Q1 2021, down from 933 in Q4 2020.
- Funds reported $50.8B of Moody's stock for Q1 2021, up 2.8% quarter-over-quarter.
- 84 funds opened new Moody's positions in Q1 2021 and 91 closed out, a net change of -7 holders.
- The largest Moody's buyer in Q1 2021 was Veritas Asset Management, an estimated $678M added.
- The largest Moody's seller in Q1 2021 was Fidelity Investments, an estimated $412M sold.
Based on aggregated 13F filings for Q1 2021.