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Moody's
MCO

Overview Fund Activity

692 hedge funds and large institutions have $32.5B invested in Moody's in 2019 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 227 increasing their positions, 233 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
692
Holders Change
+35
Holders Change %
+5.33%
% of All Funds
15%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.74%
New
91
Increased
227
Reduced
233
Closed
49
Calls
$54.2M
Puts
$99.8M
Net Calls
-$45.6M
Net Calls Change
-$22.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$112M
2
MNG
Manning & Napier Group
New York
+$106M
3
Bank of America
Bank of America
North Carolina
+$91.7M
4
Capital International Investors
Capital International Investors
California
+$72.7M
5
BlackRock
BlackRock
New York
+$48.1M

Top Sellers

1
APG Asset Management
APG Asset Management
Netherlands
-$147M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$86.9M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$47.8M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
-$43.7M
5
Capital World Investors
Capital World Investors
California
-$43.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
601
Oppenheimer Asset Management
New York
$71K -$83.8K -465 -54%
AIC
602
Ameritas Investment Company
Nebraska
$68K +$68K +377 New
KPW
603
Kore Private Wealth
New York
$64K -$21.4K -118 -25%
SIAS
604
Shine Investment Advisory Services
Colorado
$64K – – –
EI
605
Ellevest Inc
New York
$64K – – –
LFA
606
Legacy Financial Advisors
Kentucky
$61K +$5.76K +32 +10%
JFA
607
JNBA Financial Advisors
Minnesota
$56K – – –
SLF
608
Sun Life Financial
Ontario, Canada
$51K -$32K -177 -39%
SIC
609
Salem Investment Counselors
North Carolina
$51K +$51K +303 New
TWA
610
TCI Wealth Advisors
Arizona
$49K -$914 -5 -2%
IA
611
IFP Advisors
Florida
$47K -$123K -684 -72%
RIA
612
Realta Investment Advisors
Delaware
$47K +$47K +259 New
PCP
613
Proficio Capital Partners
Massachusetts
$46K +$5.64K +31 +14%
TL
614
TrueWealth LLC
Georgia
$45K – – –
NSIM
615
North Star Investment Management
Illinois
$43K – – –
FANJ
616
Financial Architects (New Jersey)
New Jersey
$42K -$36.5K -200 -47%
OIA
617
OneDigital Investment Advisors
Kansas
$40K +$40K +220 New
MRCM
618
M&R Capital Management
New Jersey
$39K – – –
QAM
619
QCI Asset Management
New York
$39K – – –
FHB
620
First Hawaiian Bank
Hawaii
$38K -$3.62K -20 -9%
Rockefeller Capital Management
621
Rockefeller Capital Management
New York
$37K +$37K +205 New
BFEC
622
Benjamin F. Edwards & Company
Missouri
$36K – – –
QCIG
623
Quad-Cities Investment Group
Iowa
$36K – – –
HCM
624
Hilton Capital Management
New York
$36K – – –
GAM
625
Gemmer Asset Management
California
$36K – – –
23 24
25
26 27