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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 %
LOPW
576
Live Oak Private Wealth
North Carolina
$548K +$19.2K +70 +4%
Northwestern Mutual Wealth Management
577
Northwestern Mutual Wealth Management
Wisconsin
$544K -$45K -164 -8%
BOTW
578
Bank of the West
California
$536K -$5.5K -20 -1%
CFMC
579
Curbstone Financial Management Corp
New Hampshire
$536K – – –
CAM
580
Cresset Asset Management
Illinois
$531K -$100K -364 -16%
AI
581
Atom Investors
Texas
$531K +$209K +761 +65%
CPA
582
Capital Planning Advisors
California
$529K +$126K +459 +31%
KFI
583
Key Financial Inc
Pennsylvania
$519K – – –
SAM
584
Sompo Asset Management
Japan
$511K -$8.24K -30 -2%
CRC
585
Curi RMB Capital
Illinois
$509K +$509K +1,853 New
CW
586
CreativeOne Wealth
Kansas
$509K +$509K +1,854 New
BBHC
587
Brown Brothers Harriman & Co
New York
$507K +$4.39K +16 +0.9%
MWM
588
Mission Wealth Management
California
$505K +$505K +1,837 New
WP
589
WMS Partners
Maryland
$501K -$96.9K -353 -16%
LS
590
Livforsakringsbolaget Skandia
Sweden
$501K – – –
RMCM
591
Reynders McVeigh Capital Management
Massachusetts
$500K – – –
EWM
592
Evercore Wealth Management
New York
$489K -$202K -736 -29%
Mercer Global Advisors
593
Mercer Global Advisors
Colorado
$485K +$23.6K +86 +5%
HAG
594
HighPoint Advisor Group
Illinois
$480K +$15K +54 +3%
ICM
595
IMS Capital Management
Oregon
$479K -$23.3K -85 -5%
CRWM
596
Castle Rock Wealth Management
California
$471K – – –
CI Investments Inc
597
CI Investments Inc
Ontario, Canada
$468K -$73.7K -268 -14%
CGL
598
Clarius Group LLC
Washington
$467K +$22.3K +81 +5%
CIA
599
Choate Investment Advisors
Massachusetts
$460K +$169K +615 +58%
CC
600
Centiva Capital
New York
$457K -$673K -2,452 -60%
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