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Moody's
MCO

Overview Fund Activity

878 hedge funds and large institutions have $49.1B invested in Moody's in 2020 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 310 increasing their positions, 312 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
878
Holders Change
+12
Holders Change %
+1.39%
% of All Funds
17.76%
Holding in Top 10
36
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.26%
% of All Funds
0.73%
New
72
Increased
310
Reduced
312
Closed
54
Calls
$102M
Puts
$146M
Net Calls
-$44M
Net Calls Change
+$7.88M

Top Buyers

1
BlackRock
BlackRock
New York
+$234M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$104M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$93.4M
4
Citadel Advisors
Citadel Advisors
Florida
+$74.9M
5
Franklin Resources
Franklin Resources
California
+$52.5M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
-$196M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$121M
3
DZ Bank
DZ Bank
Germany
-$107M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$86.6M
5
MWA
Marshall Wace Asia
Hong Kong
-$73.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
476
Wealthspire Advisors (Maryland)
Maryland
$1.05M +$18.6K +64 +2%
CANY
477
Caxton Associates (New York)
New York
$1.05M +$1.05M +3,623 New
IG
478
ING Group
Netherlands
$1.04M +$641K +2,209 +162%
BPCA
479
Bank Pictet & Cie (Asia)
Singapore
$1.03M -$22K -76 -2%
NGA
480
Naples Global Advisors
Florida
$1.03M +$43.5K +150 +4%
RWA
481
Ropes Wealth Advisors
Massachusetts
$1.02M +$53.6K +185 +6%
Acadian Asset Management
482
Acadian Asset Management
Massachusetts
$1.02M -$189K -651 -16%
Bank Julius Baer & Co
483
Bank Julius Baer & Co
Switzerland
$1.02M +$6.38K +22 +0.6%
S
484
SignatureFD
Georgia
$1.01M +$81.8K +282 +9%
VWM
485
Venturi Wealth Management
Texas
$1M +$302K +1,044 +43%
TRCT
486
Tower Research Capital (TRC)
New York
$995K +$335K +1,157 +51%
RC
487
Roundview Capital
New Jersey
$990K -$1.16K -4 -0.1%
HBT
488
Hills Bank & Trust
Iowa
$989K -$22.9K -79 -2%
UFF
489
USA Financial Formulas
Michigan
$986K +$985K +3,398 +113,267%
AMG
490
Asset Management Group
Connecticut
$975K – – –
CIP
491
Convergence Investment Partners
Florida
$964K -$150K -518 -13%
HPC
492
HM Payson & Co
Maine
$949K +$3.48K +12 +0.4%
ST
493
Smithfield Trust
Pennsylvania
$931K +$5.22K +18 +0.6%
EWA
494
Exencial Wealth Advisors
Oklahoma
$928K – – –
LIA
495
LS Investment Advisors
Michigan
$917K +$18K +62 +2%
FAAS
496
First Allied Advisory Services
California
$917K +$205K +708 +29%
IIC
497
Ironwood Investment Counsel
Arizona
$915K – – –
BWA
498
Brave Warrior Advisors
New York
$907K – – –
AIC
499
Argus Investors Counsel
New York
$885K +$41.7K +144 +5%
BIAS
500
Beacon Investment Advisory Services
New Jersey
$885K +$50.7K +175 +6%
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