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Moody's
MCO

Overview Fund Activity

692 hedge funds and large institutions have $32.5B invested in Moody's in 2019 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 227 increasing their positions, 233 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
692
Holders Change
+35
Holders Change %
+5.33%
% of All Funds
15%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.74%
New
91
Increased
227
Reduced
233
Closed
49
Calls
$54.2M
Puts
$99.8M
Net Calls
-$45.6M
Net Calls Change
-$22.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$112M
2
MNG
Manning & Napier Group
New York
+$106M
3
Bank of America
Bank of America
North Carolina
+$91.7M
4
Capital International Investors
Capital International Investors
California
+$72.7M
5
BlackRock
BlackRock
New York
+$48.1M

Top Sellers

1
APG Asset Management
APG Asset Management
Netherlands
-$147M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$86.9M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$47.8M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
-$43.7M
5
Capital World Investors
Capital World Investors
California
-$43.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
501
Laurion Capital Management
New York
$326K -$415K -2,291 -56%
WEC
502
Winslow Evans & Crocker
Massachusetts
$326K – – –
KCM
503
Kendall Capital Management
Maryland
$325K -$40.7K -225 -11%
ACP
504
Ashfield Capital Partners
California
$320K – – –
PA
505
Parallel Advisors
California
$314K +$87.3K +482 +38%
DWA
506
Douglass Winthrop Advisors
New York
$311K -$36.2K -200 -10%
VAG
507
VisionPoint Advisory Group
Texas
$307K -$26.3K -145 -8%
JFL
508
Jarislowsky, Fraser Ltd
Quebec, Canada
$307K -$9.03K -50 -3%
UR
509
USCA RIA
Texas
$304K -$4.89K -27 -2%
Carson Wealth (CWM LLC)
510
Carson Wealth (CWM LLC)
Nebraska
$304K +$254K +699 +503%
HAG
511
HighPoint Advisor Group
Illinois
$303K +$16K +83 +6%
WKWM
512
Walter & Keenan Wealth Management
Indiana
$298K – – –
OC
513
Oppenheimer & Co
New York
$296K – – –
CSIC
514
Clifford Swan Investment Counsel
California
$295K -$446K -2,465 -60%
VHAM
515
Van Hulzen Asset Management
California
$293K +$32.5K +179 +12%
QSS
516
Quantitative Systematic Strategies
Florida
$292K -$337K -1,862 -54%
ST
517
Smithfield Trust
Pennsylvania
$291K – – –
GG
518
Gofen & Glossberg
Illinois
$289K – – –
LSAG
519
Lake Street Advisors Group
New Hampshire
$289K +$5.25K +29 +2%
LS
520
Livforsakringsbolaget Skandia
Sweden
$276K – – –
RIM
521
Rampart Investment Management
Connecticut
$273K -$19.6K -108 -7%
CCM
522
Covington Capital Management
California
$272K -$25.4K -140 -9%
ECM
523
ETrade Capital Management
Virginia
$269K +$269K +1,487 New
CBFP
524
Cedar Brook Financial Partners
Ohio
$268K +$268K +1,480 New
PI
525
Putnam Investments
Massachusetts
$267K -$26.6K -147 -9%
19 20
21
22 23