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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 %
AIM
501
Anchor Investment Management
South Carolina
$880K +$10.1K +35 +1%
ASN
502
Advisory Services Network
Georgia
$873K +$223K +770 +34%
PIM
503
Penobscot Investment Management
Massachusetts
$868K +$868K +2,995 New
BG
504
Bahl & Gaynor
Ohio
$863K – – –
CP
505
Cumberland Partners
Ontario, Canada
$855K -$304K -1,050 -26%
WEC
506
Winslow Evans & Crocker
Massachusetts
$846K +$11.6K +40 +1%
GT
507
Greenleaf Trust
Michigan
$845K +$290 +1 +0%
SEC
508
Seven Eight Capital
New York
$841K +$841K +2,900 New
SPIA
509
Steward Partners Investment Advisory
New York
$832K – – –
AP
510
Atwood & Palmer
Missouri
$812K – – –
EI
511
Ethic Inc
New York
$810K -$22.3K -77 -3%
MSAM
512
Moloney Securities Asset Management
Missouri
$808K +$215K +742 +36%
TU
513
TDAM USA
Ontario, Canada
$794K -$6.67K -23 -0.8%
WT
514
Washington Trust
Rhode Island
$791K – – –
QI
515
QS Investors
New York
$789K -$8.12K -28 -1%
AWM
516
Altium Wealth Management
New York
$788K +$32.2K +111 +4%
NA
517
NewEdge Advisors
Louisiana
$786K +$103K +354 +15%
RHJA
518
Rice Hall James & Associates
California
$768K – – –
AAM
519
Azzad Asset Management
Virginia
$768K -$107K -370 -12%
AAS
520
Avantax Advisory Services
Texas
$760K +$760K +2,621 New
BIM
521
Bridges Investment Management
Nebraska
$754K – – –
RB
522
Rodgers Brothers
Pennsylvania
$754K – – –
LWCFA
523
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$751K – – –
AIA
524
Angeles Investment Advisors
California
$750K +$24.6K +85 +3%
BCWM
525
Bartlett & Co Wealth Management
Ohio
$739K – – –
19 20
21
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