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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 %
CAL
476
Capital Analysts LLC
Pennsylvania
$291K +$291K +2,075 New
RCC
477
Red Cedar Capital
Nebraska
$290K – – –
Baird Financial Group
478
Baird Financial Group
Wisconsin
$288K +$288K +2,054 New
Dodge & Cox
479
Dodge & Cox
California
$287K – – –
KCM
480
Kendall Capital Management
Maryland
$283K -$14K -100 -5%
RA
481
Rational Advisors
New York
$282K +$254K +1,807 +890%
SCM
482
Stonebridge Capital Management
California
$280K – – –
ONB
483
Old National Bancorp
Indiana
$280K – – –
HCMT
484
Highland Capital Management (Tennessee)
Tennessee
$280K – – –
RE
485
RBC Europe
United Kingdom
$278K +$53.9K +385 +24%
KA
486
Kintegral Advisory
New York
$278K +$278K +1,985 New
RTC
487
Riverview Trust Company
Washington
$276K +$276K +1,972 New
RJT
488
Raymond James Trust
Florida
$270K +$13.5K +96 +5%
LOAME
489
Lombard Odier Asset Management (Europe)
United Kingdom
$269K – – –
DWA
490
Douglass Winthrop Advisors
New York
$269K +$269K +1,919 New
BAM
491
Berkshire Asset Management
Pennsylvania
$266K – – –
MWM
492
Mission Wealth Management
California
$259K – – –
SGI
493
Summit Global Investments
Utah
$258K -$4.75M -33,897 -95%
BCM
494
Boltwood Capital Management
California
$258K – – –
TFA
495
Transamerica Financial Advisors
Florida
$258K +$58K +414 +29%
VAG
496
VisionPoint Advisory Group
Texas
$258K +$258K +1,839 New
RMCM
497
Reynders McVeigh Capital Management
Massachusetts
$255K – – –
WP
498
WMS Partners
Maryland
$255K – – –
WEC
499
Winslow Evans & Crocker
Massachusetts
$252K – – –
HAG
500
HighPoint Advisor Group
Illinois
$250K +$36.7K +219 +17%
18 19
20
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