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Moody's
MCO

Overview Fund Activity

805 hedge funds and large institutions have $40.9B invested in Moody's in 2019 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 272 increasing their positions, 265 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
805
Holders Change
+41
Holders Change %
+5.37%
% of All Funds
15.9%
Holding in Top 10
41
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.89%
% of All Funds
0.81%
New
105
Increased
272
Reduced
265
Closed
51
Calls
$27.4M
Puts
$54.6M
Net Calls
-$27.2M
Net Calls Change
-$12.4M

Top Buyers

1
BlackRock
BlackRock
New York
+$129M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$93.5M
3
Capital World Investors
Capital World Investors
California
+$92.2M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$63.3M
5
Renaissance Technologies
Renaissance Technologies
New York
+$42.8M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$152M
2
Millennium Management
Millennium Management
New York
-$138M
3
Capital International Investors
Capital International Investors
California
-$66.1M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$49.1M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$44M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
551
Mission Wealth Management
California
$440K – – –
RMCM
552
Reynders McVeigh Capital Management
Massachusetts
$432K – – –
AA
553
Alesco Advisors
New York
$430K +$430K +1,810 New
ARTA
554
A.R.T. Advisors
New York
$427K -$1.92M -8,100 -82%
WEC
555
Winslow Evans & Crocker
Massachusetts
$426K – – –
CC
556
ClearArc Capital
Ohio
$420K -$161K -676 -28%
ACP
557
Ashfield Capital Partners
California
$420K – – –
ICM
558
IMS Capital Management
Oregon
$420K +$23.7K +100 +6%
BCM
559
Boltwood Capital Management
California
$411K -$22.1K -93 -5%
LSAG
560
Lake Street Advisors Group
New Hampshire
$406K +$406K +1,711 New
SAM
561
Sompo Asset Management
Japan
$399K +$109K +460 +38%
CAPTRUST Financial Advisors
562
CAPTRUST Financial Advisors
North Carolina
$399K +$322K +1,331 +419%
UR
563
USCA RIA
Texas
$398K – – –
GG
564
Gofen & Glossberg
Illinois
$393K – – –
BAMCO Inc
565
BAMCO Inc
New York
$393K +$13.8K +58 +4%
WKWM
566
Walter & Keenan Wealth Management
Indiana
$391K – – –
IEFM
567
IQ EQ Fund Management
Ireland
$388K -$76.1K -321 -16%
BBP
568
Banco BTG Pactual
Brazil
$383K +$383K +1,614 New
DWA
569
Douglass Winthrop Advisors
New York
$382K – – –
KCM
570
Kendall Capital Management
Maryland
$379K – – –
AP
571
Advisors Preferred
Maryland
$377K +$377K +1,587 New
FAT
572
First American Trust
California
$376K +$94.9K +400 +34%
PFP
573
Pinnacle Financial Partners
Tennessee
$368K +$35.9K +151 +11%
IG
574
ING Group
Netherlands
$364K -$2.05M -8,623 -85%
GT
575
Greenleaf Trust
Michigan
$362K -$6.89K -29 -2%
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