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Moody's
MCO

Overview Fund Activity

657 hedge funds and large institutions have $25B invested in Moody's in 2018 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 218 increasing their positions, 232 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
-25
Holders Change %
-3.67%
% of All Funds
14.66%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.6%
New
81
Increased
218
Reduced
232
Closed
102
Calls
$55.8M
Puts
$79.1M
Net Calls
-$23.3M
Net Calls Change
-$111M

Top Buyers

1
TCI Fund Management
TCI Fund Management
United Kingdom
+$553M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$196M
3
Capital International Investors
Capital International Investors
California
+$190M
4
WPL
WINDACRE PARTNERSHIP LLC
Texas
+$152M
5
BlackRock
BlackRock
New York
+$140M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$108M
2
BI
BlueSpruce Investments
Illinois
-$83.3M
3
Principal Financial Group
Principal Financial Group
Iowa
-$82.3M
4
Millennium Management
Millennium Management
New York
-$80.8M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$72.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
601
Carson Wealth (CWM LLC)
Nebraska
$19K +$18.6K +136 +4,533%
BCA
602
Berman Capital Advisors
Georgia
$19K +$19K +139 New
AAMU
603
Amundi Asset Management US
Massachusetts
$18.8K +$694 +4,956 +4%
WWM
604
Willingdon Wealth Management
North Carolina
$17K -$23.7K -167 -58%
WAM
605
Wakefield Asset Management
Colorado
$16K -$3.19M -22,158 -100%
PFBT
606
Parkside Financial Bank & Trust
Missouri
$15K +$429 +3 +3%
JCM
607
Julex Capital Management
Massachusetts
$14K +$14K +102 New
FPFS
608
First Personal Financial Services
North Carolina
$13K -$8.9K -65 -41%
GWM
609
Geneos Wealth Management
Colorado
$13K – – –
WAP
610
Wealthcare Advisory Partners
Pennsylvania
$13K – – –
FC
611
Ferris Capital
Massachusetts
$13K – – –
AC
612
Avestar Capital
New York
$13K +$2.38K +22 +22%
PAMU
613
Pictet Asset Management (UK)
United Kingdom
$12.5K -$1.41K -10,083 -10%
Schroder Investment Management Group
614
Schroder Investment Management Group
United Kingdom
$12.1K +$12.1K +86,460 New
TCM
615
Tradewinds Capital Management
Washington
$11K – – –
PGWM
616
Parisi Gray Wealth Management
New Jersey
$11K – – –
EARNEST Partners
617
EARNEST Partners
Georgia
$11K – – –
CAM
618
Cresset Asset Management
Illinois
$11K +$11K +79 New
AWM
619
Avondale Wealth Management
Texas
$10K – – –
CIA
620
CSat Investment Advisory
Michigan
$10K +$4.86K +35 +95%
VVP
621
Vulcan Value Partners
Alabama
$9K -$27K -198 -75%
FMII
622
Farmers & Merchants Investments Inc
Nebraska
$9K – – –
WANY
623
Wealthspire Advisors (New York)
New York
$9K +$9K +61 New
CAGAS
624
Capital Advisory Group Advisory Services
Minnesota
$9K +$9K +65 New
CIAS
625
Capital Investment Advisory Services
North Carolina
$8K +$8K +55 New
23 24
25
26 27