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Moody's
MCO

Overview Fund Activity

678 hedge funds and large institutions have $29.2B invested in Moody's in 2018 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 236 increasing their positions, 232 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
678
Holders Change
+27
Holders Change %
+4.15%
% of All Funds
15.54%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.62%
New
68
Increased
236
Reduced
232
Closed
38
Calls
$31.5M
Puts
$58.4M
Net Calls
-$26.9M
Net Calls Change
+$37.2M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$101M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$74.6M
3
NIPH
NN Investment Partners Holdings
Netherlands
+$52.5M
4
Invesco
Invesco
Georgia
+$50M
5
APG Asset Management
APG Asset Management
Netherlands
+$39.8M

Top Sellers

1
VVP
Vulcan Value Partners
Alabama
-$131M
2
Principal Financial Group
Principal Financial Group
Iowa
-$122M
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$87.8M
4
GC
Guggenheim Capital
Illinois
-$60.2M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$45M
Name Holding Trade Value Shares
Change 		Shares
Change %
DBT
551
Dubuque Bank & Trust
Iowa
$239K – – –
CG
552
Clinton Group
New York
$238K +$238K +1,398 New
TNBTD
553
Trustmark National Bank Trust Department
Mississippi
$238K – – –
ST
554
Spinnaker Trust
Maine
$238K – – –
MCM
555
MAI Capital Management
Ohio
$238K +$1.53K +9 +0.6%
BCM
556
BTR Capital Management
California
$233K – – –
WP
557
WealthPLAN Partners
Nebraska
$231K -$166K -971 -42%
TCOV
558
Trust Company of Vermont
Vermont
$225K +$25.1K +147 +13%
HAG
559
HighPoint Advisor Group
Illinois
$218K -$24.8K -144 -10%
FAT
560
First American Trust
California
$215K +$215K +1,260 New
Janney Montgomery Scott
561
Janney Montgomery Scott
Pennsylvania
$214K -$216K -1,270 -50%
ECM
562
ETrade Capital Management
Virginia
$213K -$3.42K -20 -2%
PI
563
Pettee Investors
Connecticut
$213K – – –
PA
564
Parallel Advisors
California
$212K +$160K +942 +308%
SAM
565
Symphony Asset Management
California
$208K -$356K -2,207 -63%
GC
566
Gilbert & Cook
Iowa
$206K +$206K +1,208 New
WB
567
Webster Bank
Connecticut
$205K – – –
FNBT
568
FineMark National Bank & Trust
Florida
$205K +$205K +1,200 New
AF
569
Aldebaran Financial
$205K +$205K +1,200 New
CWA
570
Clarus Wealth Advisors
Arizona
$204K – – –
FMT
571
First Mercantile Trust
Tennessee
$202K – – –
PP
572
Prudential plc
United Kingdom
$201K +$201K +1,176 New
UAS
573
United Asset Strategies
New York
$201K +$201K +1,176 New
ASN
574
Advisory Services Network
Georgia
$189K -$17.3K -93 -8%
Capstone Investment Advisors
575
Capstone Investment Advisors
New York
$188K +$188K +1,100 New
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23
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