Moody's
971 hedge funds and large institutions have $60.2B invested in Moody's in 2021 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 337 increasing their positions, 313 reducing their positions, and 50 closing their positions.
96% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 50
43% more call options, than puts
Call options by funds: $294M | Put options by funds: $205M
3% more funds holding
Funds holding: 939 → 971 (+32)
8% more repeat investments, than reductions
Existing positions increased: 337 | Existing positions reduced: 313
0.35% less ownership
Funds ownership: 91.44% → 91.08% (-0.35%)
3% less capital invested
Capital invested by funds: $62B → $60.2B (-$1.79B)
8% less funds holding in top 10
Funds holding in top 10: 40 → 37 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$152M |
| 2 |
Ninety One (UK)
London,
United Kingdom
|
+$122M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$92.8M |
| 4 |
Barclays
London,
United Kingdom
|
+$85.3M |
| 5 |
BlackRock
New York
|
+$67.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VAM
Veritas Asset Management
London,
United Kingdom
|
-$270M |
| 2 |
MA
Marshfield Associates
Washington,
District of Columbia
|
-$120M |
| 3 |
CBT
Capital Bank & Trust
Irvine,
California
|
-$119M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$110M |
| 5 |
NIPH
NN Investment Partners Holdings
The Hague,
Netherlands
|
-$105M |
MCO Hedge Fund Activity: Q3 2021 in Review
971 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q3 2021, worth a combined $60.2B — down 2.9% from $62B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new MCO positions and 50 closed out — a net gain of 48 holders — while 337 added to existing stakes and 313 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $152M. The largest seller was Veritas Asset Management, cutting an estimated $270M.
- 971 institutional investors held Moody's (MCO) as of Q3 2021, up from 939 in Q2 2021.
- Funds reported $60.2B of Moody's stock for Q3 2021, down 2.9% quarter-over-quarter.
- 98 funds opened new Moody's positions in Q3 2021 and 50 closed out, a net change of +48 holders.
- The largest Moody's buyer in Q3 2021 was Fidelity Investments, an estimated $152M added.
- The largest Moody's seller in Q3 2021 was Veritas Asset Management, an estimated $270M sold.
Based on aggregated 13F filings for Q3 2021.