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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 %
SVWA
526
Sound View Wealth Advisors
Georgia
$267K +$267K +1,475 New
HBT
527
Hills Bank & Trust
Iowa
$266K +$266K +1,470 New
AC
528
Athanor Capital
New York
$263K +$263K +1,450 New
MCM
529
Maple Capital Management
Vermont
$259K +$259K +1,428 New
ICM
530
IMS Capital Management
Oregon
$257K +$257K +1,420 New
DBT
531
Dubuque Bank & Trust
Iowa
$254K – – –
PRC
532
Pearl River Capital
Michigan
$254K +$218K +1,200 +600%
ACM
533
Argyle Capital Management
Pennsylvania
$254K +$254K +1,400 New
MCM
534
MAI Capital Management
Ohio
$253K +$253K +1,398 New
BDF
535
Black Diamond Financial
Maryland
$250K +$250K +1,380 New
BCM
536
BTR Capital Management
California
$248K +$248K +1,367 New
CGL
537
Clarius Group LLC
Washington
$248K +$248K +1,369 New
CNBT
538
Canandaigua National Bank & Trust
New York
$245K +$245K +1,355 New
Federated Hermes
539
Federated Hermes
Pennsylvania
$241K +$23.2K +128 +11%
GT
540
Greenleaf Trust
Michigan
$237K +$237K +1,309 New
FMT
541
First Mercantile Trust
Tennessee
$236K +$21.5K +119 +10%
UIM
542
Underhill Investment Management
California
$235K +$235K +1,300 New
CQS
543
Credential Qtrade Securities
$234K +$234K +1,292 New
PHAM
544
Palisades Hudson Asset Management
Florida
$228K -$169K -931 -43%
PI
545
Pettee Investors
Connecticut
$226K +$226K +1,246 New
OI
546
Oakbrook Investments
Illinois
$226K +$226K +1,250 New
JIP
547
Jaffetilchin Investment Partners
Florida
$225K +$225K +1,245 New
TCOV
548
Trust Company of Vermont
Vermont
$223K -$5.42K -30 -2%
LWA
549
Lenox Wealth Advisors
New York
$218K +$3.44K +19 +2%
FAT
550
First American Trust
California
$218K +$218K +1,205 New
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