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Moody's
MCO

Overview Fund Activity

866 hedge funds and large institutions have $46.8B invested in Moody's in 2020 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 281 increasing their positions, 309 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
866
Holders Change
+60
Holders Change %
+7.44%
% of All Funds
17.8%
Holding in Top 10
38
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.7%
% of All Funds
0.78%
New
119
Increased
281
Reduced
309
Closed
54
Calls
$75.6M
Puts
$128M
Net Calls
-$51.9M
Net Calls Change
-$29.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$310M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$269M
3
MWA
Marshall Wace Asia
Hong Kong
+$122M
4
Capital International Investors
Capital International Investors
California
+$104M
5
DZ Bank
DZ Bank
Germany
+$93.5M

Top Sellers

1
WPL
WINDACRE PARTNERSHIP LLC
Texas
-$396M
2
AP
Altarock Partners
Florida
-$206M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$131M
4
Select Equity Group
Select Equity Group
New York
-$94.6M
5
BlackRock
BlackRock
New York
-$87.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
476
Smith Salley Wealth Management
North Carolina
$1.07M +$133K +483 +14%
CIP
477
Convergence Investment Partners
Florida
$1.06M +$191K +696 +22%
IRF
478
IBM Retirement Fund
New York
$1.04M -$21.7K -79 -2%
LRIC
479
Long Road Investment Counsel
Michigan
$1.02M – – –
ECM
480
Exchange Capital Management
Michigan
$1.02M -$6.87K -25 -0.7%
WTC
481
WhitTier Trust Company
Nevada
$1.01M – – –
BAMCO Inc
482
BAMCO Inc
New York
$1.01M +$76.9K +280 +8%
BPCA
483
Bank Pictet & Cie (Asia)
Singapore
$1M – – –
WAM
484
Wealthspire Advisors (Maryland)
Maryland
$977K +$10.4K +38 +1%
PM
485
Parametrica Management
Hong Kong
$966K -$884K -3,214 -48%
PL
486
Polianta Ltd
Jersey
$961K +$961K +3,500 New
Bank Julius Baer & Co
487
Bank Julius Baer & Co
Switzerland
$959K -$127K -462 -12%
MFAM
488
Motley Fool Asset Management
Virginia
$959K +$108K +394 +13%
HBT
489
Hills Bank & Trust
Iowa
$958K +$556K +2,024 +138%
AI
490
AdvisorShares Investments
Maryland
$942K -$42.8K -156 -4%
RC
491
Roundview Capital
New Jersey
$939K -$19.8K -72 -2%
NGA
492
Naples Global Advisors
Florida
$931K -$24.7K -90 -3%
BAM
493
Blueshift Asset Management
New Jersey
$929K +$929K +3,380 New
AMG
494
Asset Management Group
Connecticut
$924K – – –
RWA
495
Ropes Wealth Advisors
Massachusetts
$920K – – –
HPC
496
HM Payson & Co
Maine
$896K -$17.8K -65 -2%
MGIM
497
M&G Investment Management
United Kingdom
$893K +$893K +3,248 New
S
498
SignatureFD
Georgia
$883K -$67K -244 -7%
EWA
499
Exencial Wealth Advisors
Oklahoma
$879K – – –
ST
500
Smithfield Trust
Pennsylvania
$877K +$31.3K +114 +4%
18 19
20
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