MCO icon

Moody's
MCO

Overview Fund Activity

878 hedge funds and large institutions have $49.1B invested in Moody's in 2020 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 310 increasing their positions, 312 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
878
Holders Change
+12
Holders Change %
+1.39%
% of All Funds
17.76%
Holding in Top 10
36
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.26%
% of All Funds
0.73%
New
72
Increased
310
Reduced
312
Closed
54
Calls
$102M
Puts
$146M
Net Calls
-$44M
Net Calls Change
+$7.88M

Top Buyers

1
BlackRock
BlackRock
New York
+$234M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$104M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$93.4M
4
Citadel Advisors
Citadel Advisors
Florida
+$74.9M
5
Franklin Resources
Franklin Resources
California
+$52.5M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
-$196M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$121M
3
DZ Bank
DZ Bank
Germany
-$107M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$86.6M
5
MWA
Marshall Wace Asia
Hong Kong
-$73.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
576
Horizon Investments
North Carolina
$539K -$1.97M -6,799 -79%
BBHC
577
Brown Brothers Harriman & Co
New York
$535K – – –
MWM
578
Mission Wealth Management
California
$534K +$1.16K +4 +0.2%
MIH
579
Meitav Investment House
Israel
$534K +$73.6K +255 +16%
WP
580
WMS Partners
Maryland
$532K +$2.61K +9 +0.5%
RMCM
581
Reynders McVeigh Capital Management
Massachusetts
$528K – – –
ACP
582
Ashfield Capital Partners
California
$513K -$1.13M -3,887 -69%
ICM
583
IMS Capital Management
Oregon
$512K +$5.8K +20 +1%
KWM
584
Keebeck Wealth Management
Illinois
$504K +$36.7K +127 +8%
IC
585
IEQ Capital
California
$503K +$240K +827 +91%
HH
586
HWG Holdings
Texas
$500K -$142K -491 -22%
LS
587
Livforsakringsbolaget Skandia
Sweden
$499K -$29K -100 -5%
HAG
588
HighPoint Advisor Group
Illinois
$497K -$4.66K -16 -0.9%
TMAM
589
Tokio Marine Asset Management
Japan
$496K +$233K +803 +88%
CGL
590
Clarius Group LLC
Washington
$493K +$580 +2 +0.1%
PNC
591
Park National Corp
Ohio
$489K -$120K -415 -20%
EWM
592
Evercore Wealth Management
New York
$486K -$29.9K -103 -6%
FAT
593
First American Trust
California
$486K +$31.6K +109 +7%
ST
594
Spinnaker Trust
Maine
$482K – – –
NICM
595
Neo Ivy Capital Management
New York
$481K +$346K +1,194 +255%
WKWM
596
Walter & Keenan Wealth Management
Indiana
$477K – – –
OSAM
597
O'Shaughnessy Asset Management
Connecticut
$477K +$83.8K +289 +21%
HW
598
Hancock Whitney
Mississippi
$473K -$3.19K -11 -0.7%
LOAMS
599
Lombard Odier Asset Management (Switzerland)
Switzerland
$472K +$472K +1,628 New
GG
600
Gofen & Glossberg
Illinois
$470K -$2.9K -10 -0.6%
22 23
24
25 26