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Moody's
MCO

Overview Fund Activity

657 hedge funds and large institutions have $25B invested in Moody's in 2018 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 218 increasing their positions, 232 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
-25
Holders Change %
-3.67%
% of All Funds
14.66%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.6%
New
81
Increased
218
Reduced
232
Closed
102
Calls
$55.8M
Puts
$79.1M
Net Calls
-$23.3M
Net Calls Change
-$111M

Top Buyers

1
TCI Fund Management
TCI Fund Management
United Kingdom
+$553M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$196M
3
Capital International Investors
Capital International Investors
California
+$190M
4
WPL
WINDACRE PARTNERSHIP LLC
Texas
+$152M
5
BlackRock
BlackRock
New York
+$140M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$108M
2
BI
BlueSpruce Investments
Illinois
-$83.3M
3
Principal Financial Group
Principal Financial Group
Iowa
-$82.3M
4
Millennium Management
Millennium Management
New York
-$80.8M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$72.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFASL
551
Lugano Financial Advisors SA (LFA)
Switzerland
$80K – – –
MCM
552
Manchester Capital Management
Vermont
$70K – – –
FHA
553
First Horizon Advisors
Tennessee
$70K – – –
GLI
554
Guardian Life Insurance
New York
$66K – – –
KPW
555
Kore Private Wealth
New York
$66K +$66K +471 New
SLF
556
Sun Life Financial
Ontario, Canada
$64K +$279 +2 +0.4%
KA
557
Kaizen Advisory
Illinois
$62K +$6.45K +46 +12%
FANJ
558
Financial Architects (New Jersey)
New Jersey
$60K -$112K -800 -65%
THWM
559
Taylor Hoffman Wealth Management
Virginia
$57K – – –
WPA
560
West Paces Advisors
Georgia
$56.6K – – –
CIA
561
Cascade Investment Advisors
Oregon
$56K – – –
BTNA
562
Bremer Trust National Association
Minnesota
$56K +$56K +400 New
SIM
563
Sonora Investment Management
Arizona
$56K +$56K +400 New
NIT
564
NumerixS Investment Technologies
British Columbia, Canada
$56K +$56K +400 New
ER
565
Enlightenment Research
Florida
$56K +$56K +400 New
CAPTRUST Financial Advisors
566
CAPTRUST Financial Advisors
North Carolina
$54K +$24.8K +179 +85%
LC
567
Lindbrook Capital
California
$52K +$52K +375 New
SIAS
568
Shine Investment Advisory Services
Colorado
$50K +$6.5K +46 +15%
CAW
569
Cornerstone Advisors (Washington)
Washington
$49K +$2.09K +15 +4%
JA
570
JOYN Advisors
Georgia
$49K +$46.3K +332 +1,747%
EI
571
Ellevest Inc
New York
$49K +$49K +352 New
Parallax Volatility Advisers
572
Parallax Volatility Advisers
California
$47K +$47K +338 New
LFA
573
Legacy Financial Advisors
Kentucky
$43K +$980 +7 +2%
JFA
574
JNBA Financial Advisors
Minnesota
$43K +$43K +310 New
TWA
575
TCI Wealth Advisors
Arizona
$38K +$278 +2 +0.7%
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23
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