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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 %
JAFL
526
Jay A. Fishman Ltd
Michigan
$725K +$151K +550 +26%
PCM
527
Penserra Capital Management
California
$724K +$660K +2,410 +1,039%
AWM
528
Altium Wealth Management
New York
$716K +$44.8K +163 +7%
BIM
529
Bridges Investment Management
Nebraska
$714K – – –
RB
530
Rodgers Brothers
Pennsylvania
$714K – – –
MC
531
Maverick Capital
Texas
$713K +$713K +2,597 New
LWCFA
532
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$712K +$31.6K +115 +5%
AIP
533
Ameritas Investment Partners
Nebraska
$706K -$38.5K -140 -5%
PA
534
PFG Advisors
Arizona
$703K – – –
BC
535
Bartlett & Co
Ohio
$701K – – –
BCWM
536
Bartlett & Co Wealth Management
Ohio
$701K – – –
TFA
537
Teamwork Financial Advisors
Texas
$692K +$298K +1,086 +76%
AIA
538
Angeles Investment Advisors
California
$688K -$219K -798 -24%
IECM
539
Intrinsic Edge Capital Management
Illinois
$687K -$2.06M -7,500 -75%
MYAM
540
Meiji Yasuda Asset Management
Japan
$682K +$387K +1,410 +131%
RT
541
Rockland Trust
Massachusetts
$681K – – –
PGIM
542
Pacific Global Investment Management
California
$677K – – –
FAAS
543
First Allied Advisory Services
California
$675K +$41.8K +152 +7%
VWM
544
Venturi Wealth Management
Texas
$665K +$665K +2,419 New
BCV
545
Banque Cantonale Vaudoise
Switzerland
$654K – – –
CPIG
546
Chicago Partners Investment Group
Illinois
$652K +$652K +2,252 New
PA
547
Parallel Advisors
California
$651K +$4.67K +17 +0.7%
NA
548
NewEdge Advisors
Louisiana
$648K -$305K -1,109 -32%
RE
549
RBC Europe
United Kingdom
$645K -$124K -450 -16%
BCM
550
Bienville Capital Management
New York
$639K – – –
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