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Moody's
MCO

Overview Fund Activity

764 hedge funds and large institutions have $35.4B invested in Moody's in 2019 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 218 increasing their positions, 293 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
764
Holders Change
+45
Holders Change %
+6.26%
% of All Funds
16.78%
Holding in Top 10
38
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.57%
% of All Funds
0.83%
New
81
Increased
218
Reduced
293
Closed
33
Calls
$27.5M
Puts
$42.3M
Net Calls
-$14.8M
Net Calls Change
+$13.9M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$174M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$160M
3
ACP
Atalan Capital Partners
New York
+$79.9M
4
BlackRock
BlackRock
New York
+$46.1M
5
FCM
Frontier Capital Management
Massachusetts
+$45.2M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$508M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$72M
3
Capital World Investors
Capital World Investors
California
-$58.4M
4
Jane Street
Jane Street
New York
-$40.6M
5
Marshall Wace
Marshall Wace
United Kingdom
-$36M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSAM
451
Moloney Securities Asset Management
Missouri
$680K -$7.57K -37 -1%
RHJA
452
Rice Hall James & Associates
California
$674K -$4.1K -20 -0.6%
CP
453
Cumberland Partners
Ontario, Canada
$666K -$51.2K -250 -7%
FCM
454
Fairbanks Capital Management
California
$666K +$286K +1,396 +75%
AA
455
ALPS Advisors
Colorado
$664K -$80.9K -395 -11%
EWA
456
Exencial Wealth Advisors
Oklahoma
$655K -$10.2K -50 -2%
MFAM
457
Motley Fool Asset Management
Virginia
$655K -$5.53K -27 -0.8%
MA
458
MONECO Advisors
Connecticut
$655K – – –
IIC
459
Ironwood Investment Counsel
Arizona
$646K -$50.2K -245 -7%
ST
460
Smithfield Trust
Pennsylvania
$639K +$13.3K +65 +2%
FA
461
FDx Advisors
Illinois
$628K +$201K +980 +47%
AIM
462
Anchor Investment Management
South Carolina
$614K – – –
Hudson Bay Capital Management
463
Hudson Bay Capital Management
Connecticut
$614K +$614K +3,000 New
BG
464
Bahl & Gaynor
Ohio
$606K – – –
SPIA
465
Steward Partners Investment Advisory
New York
$588K -$5.74K -28 -1%
SSWM
466
Smith Salley Wealth Management
North Carolina
$586K +$44K +215 +8%
AIP
467
Ameritas Investment Partners
Nebraska
$574K -$17K -83 -3%
AP
468
Atwood & Palmer
Missouri
$574K – – –
HA
469
Halsey Associates
Connecticut
$574K – – –
TU
470
TDAM USA
Ontario, Canada
$564K -$1.84K -9 -0.3%
RA
471
Rational Advisors
New York
$557K -$2.51M -12,247 -82%
CI Investments Inc
472
CI Investments Inc
Ontario, Canada
$556K +$556K +2,716 New
TCM
473
Thames Capital Management
New Jersey
$547K +$547K +2,670 New
EWM
474
Evercore Wealth Management
New York
$546K -$30.7K -150 -5%
AIA
475
Angeles Investment Advisors
California
$541K +$541K +2,639 New
17 18
19
20 21