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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 %
NIMI
601
Natixis Investment Managers International
France
$64K +$64K +378 New
CAW
602
Cornerstone Advisors (Washington)
Washington
$57K +$2.38K +14 +4%
LFA
603
Legacy Financial Advisors
Kentucky
$55K -$67.7K -369 -55%
JFA
604
JNBA Financial Advisors
Minnesota
$53K – – –
SIC
605
Salem Investment Counselors
North Carolina
$52K – – –
AAM
606
Advisors Asset Management
Colorado
$52K +$52K +302 New
BFEC
607
Benjamin F. Edwards & Company
Missouri
$51K – – –
TG
608
TLP Group
Illinois
$50K -$436K -2,536 -90%
Simplex Trading
609
Simplex Trading
Illinois
$48K -$1.02M -6,123 -96%
TWA
610
TCI Wealth Advisors
Arizona
$46K +$509 +3 +1%
SSB
611
Sandy Spring Bank
Maryland
$45K – – –
SIAS
612
Shine Investment Advisory Services
Colorado
$43K – – –
VIA
613
Vantage Investment Advisors
Pennsylvania
$43K +$20.6K +122 +92%
TL
614
TrueWealth LLC
Georgia
$42K – – –
PCP
615
Proficio Capital Partners
Massachusetts
$42K – – –
NSIM
616
North Star Investment Management
Illinois
$41K – – –
SPIA
617
Steward Partners Investment Advisory
New York
$40K +$2.38K +14 +6%
QAM
618
QCI Asset Management
New York
$37K – – –
FGAM
619
Financial Gravity Asset Management
Texas
$36K -$65.9K -381 -65%
PCG
620
Private Capital Group
Connecticut
$36K -$11.7K -70 -25%
MWM
621
MinichMacGregor Wealth Management
New York
$36K – – –
QCG
622
Quadrant Capital Group
Ohio
$35K +$2.45K +16 +8%
MRCM
623
M&R Capital Management
New Jersey
$34K – – –
GAM
624
Gemmer Asset Management
California
$34K – – –
FPFS
625
First Personal Financial Services
North Carolina
$34K – – –
23 24
25
26 27