MCO icon

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 %
IIC
501
Ironwood Investment Counsel
Arizona
$867K – – –
BWA
502
Brave Warrior Advisors
New York
$860K – – –
LIA
503
LS Investment Advisors
Michigan
$852K -$34.9K -127 -4%
CAPTRUST Financial Advisors
504
CAPTRUST Financial Advisors
North Carolina
$834K +$379K +1,360 +83%
AAM
505
Azzad Asset Management
Virginia
$830K -$15.7K -57 -2%
AIM
506
Anchor Investment Management
South Carolina
$824K – – –
RIM
507
Rampart Investment Management
Connecticut
$823K +$471K +1,712 +134%
BG
508
Bahl & Gaynor
Ohio
$818K – – –
DWA
509
Douglass Winthrop Advisors
New York
$807K +$72.3K +263 +10%
GT
510
Greenleaf Trust
Michigan
$800K +$72.5K +264 +10%
AIC
511
Argus Investors Counsel
New York
$799K +$134K +487 +20%
HMS
512
Hanseatic Management Services
New Mexico
$795K – – –
WEC
513
Winslow Evans & Crocker
Massachusetts
$791K +$298K +1,084 +60%
BIAS
514
Beacon Investment Advisory Services
New Jersey
$791K +$791K +2,880 New
EI
515
Ethic Inc
New York
$789K -$17.3K -63 -2%
SPIA
516
Steward Partners Investment Advisory
New York
$789K – – –
AP
517
Atwood & Palmer
Missouri
$769K – – –
SAM
518
Strategy Asset Managers
California
$764K +$4.12K +15 +0.5%
PA
519
Profund Advisors
Maryland
$759K +$10.2K +37 +1%
QI
520
QS Investors
New York
$755K +$136K +495 +22%
WT
521
Washington Trust
Rhode Island
$750K -$5.02M -18,276 -87%
TU
522
TDAM USA
Ontario, Canada
$743K +$2.15K +8 +0.3%
PSUF
523
People's United Financial
Connecticut
$736K -$22.3K -81 -3%
TC
524
Telemus Capital
Michigan
$729K +$38.4K +131 +6%
RHJA
525
Rice Hall James & Associates
California
$727K -$66.2K -241 -8%
19 20
21
22 23