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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 %
ACP
501
Ashfield Capital Partners
California
$248K – – –
JFL
502
Jarislowsky, Fraser Ltd
Quebec, Canada
$245K – – –
CBOA
503
Commonwealth Bank of Australia
Australia
$243K +$7.23K +52 +3%
UR
504
USCA RIA
Texas
$239K – – –
WKWM
505
Walter & Keenan Wealth Management
Indiana
$231K +$138K +980 +147%
CCM
506
Covington Capital Management
California
$230K – – –
OC
507
Oppenheimer & Co
New York
$229K – – –
PI
508
Putnam Investments
Massachusetts
$227K -$92.5K -661 -29%
RIM
509
Rampart Investment Management
Connecticut
$226K -$258K -1,843 -53%
ST
510
Smithfield Trust
Pennsylvania
$225K – – –
GG
511
Gofen & Glossberg
Illinois
$224K – – –
LSAG
512
Lake Street Advisors Group
New Hampshire
$220K -$15.9K -113 -7%
Northwestern Mutual Wealth Management
513
Northwestern Mutual Wealth Management
Wisconsin
$214K -$605K -4,336 -74%
LS
514
Livforsakringsbolaget Skandia
Sweden
$213K – – –
SCM
515
Shelton Capital Management
Colorado
$210K – – –
WG
516
Winton Group
United Kingdom
$205K -$9.54K -68 -4%
TSS
517
Two Sigma Securities
New York
$202K -$92.3K -661 -31%
VHAM
518
Van Hulzen Asset Management
California
$201K +$21.7K +155 +12%
DBT
519
Dubuque Bank & Trust
Iowa
$196K – – –
TCOV
520
Trust Company of Vermont
Vermont
$177K -$7.7K -55 -4%
PA
521
Parallel Advisors
California
$175K -$50.3K -360 -22%
MC
522
Machina Capital
France
$169K +$169K +1,208 New
Federated Hermes
523
Federated Hermes
Pennsylvania
$168K -$27K -193 -14%
WB
524
Webster Bank
Connecticut
$168K – – –
LWA
525
Lenox Wealth Advisors
New York
$166K -$166K -1,185 -50%
19 20
21
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