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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 %
CFG
576
Citizens Financial Group
Rhode Island
$173K – – –
AAP
577
Arax Advisory Partners
Colorado
$163K +$22.9K +135 +16%
BAMCO Inc
578
BAMCO Inc
New York
$151K +$151K +883 New
SF
579
Synovus Financial
Georgia
$141K +$5.1K +30 +4%
FHA
580
Flagship Harbor Advisors
Massachusetts
$140K +$140K +824 New
BWP
581
Baldwin Wealth Partners
Massachusetts
$139K – – –
YWP
582
YorkBridge Wealth Partners
New York
$136K – – –
FPS
583
Fieldpoint Private Securities
Connecticut
$131K – – –
PA
584
Perennial Advisors
New York
$128K -$15.4K -90 -11%
SQA
585
Simon Quick Advisors
New Jersey
$123K -$123K -725 -50%
VFA
586
Valeo Financial Advisors
Indiana
$119K -$1.52K -9 -1%
Lazard Asset Management
587
Lazard Asset Management
New York
$116K +$116K +682 New
APA
588
American Portfolios Advisors
New York
$112K +$17.1K +100 +18%
ECM
589
Estabrook Capital Management
New York
$102K – – –
SFSIG
590
San Francisco Sentry Investment Group
California
$100K +$10.3K +60 +11%
SFM
591
Signet Financial Management
New Jersey
$96K – – –
FHA
592
First Horizon Advisors
Tennessee
$85K – – –
GLI
593
Guardian Life Insurance
New York
$78K +$13.1K +77 +20%
AssetMark Inc
594
AssetMark Inc
California
$77K +$3.75K +22 +5%
SLF
595
Sun Life Financial
Ontario, Canada
$77K +$56.2K +330 +270%
MCM
596
Manchester Capital Management
Vermont
$70K -$3.39K -20 -5%
THWM
597
Taylor Hoffman Wealth Management
Virginia
$70K – – –
WPA
598
West Paces Advisors
Georgia
$68.9K – – –
CIA
599
Cascade Investment Advisors
Oregon
$68.2K -$85.3K -500 -56%
KA
600
Kaizen Advisory
Illinois
$68K +$40.7K +237 +149%
22 23
24
25 26