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Moody's
MCO

Overview Fund Activity

678 hedge funds and large institutions have $29.2B invested in Moody's in 2018 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 236 increasing their positions, 232 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
678
Holders Change
+27
Holders Change %
+4.15%
% of All Funds
15.54%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.62%
New
68
Increased
236
Reduced
232
Closed
38
Calls
$31.5M
Puts
$58.4M
Net Calls
-$26.9M
Net Calls Change
+$37.2M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$101M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$74.6M
3
NIPH
NN Investment Partners Holdings
Netherlands
+$52.5M
4
Invesco
Invesco
Georgia
+$50M
5
APG Asset Management
APG Asset Management
Netherlands
+$39.8M

Top Sellers

1
VVP
Vulcan Value Partners
Alabama
-$131M
2
Principal Financial Group
Principal Financial Group
Iowa
-$122M
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$87.8M
4
GC
Guggenheim Capital
Illinois
-$60.2M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$45M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
501
Atria Investments
North Carolina
$342K +$118K +688 +52%
ONB
502
Old National Bancorp
Indiana
$341K – – –
HCMT
503
Highland Capital Management (Tennessee)
Tennessee
$341K – – –
PP
504
Paloma Partners
Connecticut
$336K -$347K -2,033 -51%
FCFC
505
First Commonwealth Financial Corp
Pennsylvania
$334K -$77.4K -454 -19%
LOAME
506
Lombard Odier Asset Management (Europe)
United Kingdom
$328K – – –
TC
507
Toews Corporation
New Jersey
$324K -$597K -3,500 -65%
BAM
508
Berkshire Asset Management
Pennsylvania
$324K – – –
PIA
509
Piedmont Investment Advisors
North Carolina
$322K +$322K +1,890 New
PAG
510
Private Advisor Group
New Jersey
$321K +$321K +1,879 New
SSWM
511
Smith Salley Wealth Management
North Carolina
$320K +$35K +205 +12%
MWM
512
Mission Wealth Management
California
$316K +$1.19K +7 +0.4%
BCM
513
Boltwood Capital Management
California
$315K – – –
Susquehanna International Group
514
Susquehanna International Group
Pennsylvania
$312K -$107K -624 -25%
RJT
515
Raymond James Trust
Florida
$312K +$5.13K +30 +2%
RMCM
516
Reynders McVeigh Capital Management
Massachusetts
$311K +$311K +1,821 New
WEC
517
Winslow Evans & Crocker
Massachusetts
$306K – – –
CG
518
Cutler Group
California
$305K -$619K -3,631 -67%
VAM
519
Visionary Asset Management
Texas
$305K +$512 +3 +0.2%
ACP
520
Ashfield Capital Partners
California
$302K – – –
GG
521
Gofen & Glossberg
Illinois
$301K – – –
JFL
522
Jarislowsky, Fraser Ltd
Quebec, Canada
$298K – – –
NEAM
523
New England Asset Management
Connecticut
$295K +$295K +1,732 New
Mariner
524
Mariner
Kansas
$293K +$79.4K +465 +37%
UR
525
USCA RIA
Texas
$291K -$63.2K -370 -18%
19 20
21
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