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Moody's
MCO

Overview Fund Activity

657 hedge funds and large institutions have $25B invested in Moody's in 2018 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 218 increasing their positions, 232 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
-25
Holders Change %
-3.67%
% of All Funds
14.66%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.6%
New
81
Increased
218
Reduced
232
Closed
102
Calls
$55.8M
Puts
$79.1M
Net Calls
-$23.3M
Net Calls Change
-$111M

Top Buyers

1
TCI Fund Management
TCI Fund Management
United Kingdom
+$553M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$196M
3
Capital International Investors
Capital International Investors
California
+$190M
4
WPL
WINDACRE PARTNERSHIP LLC
Texas
+$152M
5
BlackRock
BlackRock
New York
+$140M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$108M
2
BI
BlueSpruce Investments
Illinois
-$83.3M
3
Principal Financial Group
Principal Financial Group
Iowa
-$82.3M
4
Millennium Management
Millennium Management
New York
-$80.8M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$72.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
401
Ropes Wealth Advisors
Massachusetts
$521K +$315K +2,253 +153%
BTW
402
Boston Trust Walden
Massachusetts
$519K – – –
LRIC
403
Long Road Investment Counsel
Michigan
$518K – – –
WTC
404
WhitTier Trust Company
Nevada
$514K -$1.4K -10 -0.3%
ECM
405
Everence Capital Management
Indiana
$506K – – –
GCA
406
Gideon Capital Advisors
New York
$503K +$503K +3,594 New
DI
407
DFPG Investments
Utah
$500K +$500K +3,568 New
QSS
408
Quantitative Systematic Strategies
Florida
$486K +$486K +3,473 New
HCM
409
Harvest Capital Management
New Hampshire
$485K -$56.1K -400 -10%
ACA
410
Atlas Capital Advisors
Wyoming
$482K -$200K -1,426 -29%
PAG
411
Private Advisor Group
New Jersey
$480K -$687K -4,904 -59%
ACM
412
AlphaCrest Capital Management
New York
$477K +$477K +3,404 New
BTS
413
BB&T Securities
Virginia
$476K +$67.6K +483 +17%
IIC
414
Ironwood Investment Counsel
Arizona
$473K – – –
BSPF
415
British Steel Pension Fund
United Kingdom
$471K +$471K +2,816 New
Cambridge Investment Research Advisors
416
Cambridge Investment Research Advisors
Iowa
$468K +$88.4K +631 +23%
RHJA
417
Rice Hall James & Associates
California
$467K +$44.4K +317 +11%
KRSITF
418
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$462K +$20K +143 +5%
EWA
419
Exencial Wealth Advisors
Oklahoma
$462K +$462K +3,300 New
ZCA
420
Zeke Capital Advisors
Pennsylvania
$461K +$39.5K +282 +9%
WAM
421
Wealthspire Advisors (Maryland)
Maryland
$460K -$280 -2 -0.1%
QI
422
QS Investors
New York
$449K – – –
Robeco Institutional Asset Management
423
Robeco Institutional Asset Management
Netherlands
$448K -$5.91M -42,168 -93%
RIM
424
Regent Investment Management
Kentucky
$442K -$28.8K -206 -6%
PNC
425
Park National Corp
Ohio
$440K – – –
15 16
17
18 19