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Moody's
MCO

Overview Fund Activity

805 hedge funds and large institutions have $40.9B invested in Moody's in 2019 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 272 increasing their positions, 265 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
805
Holders Change
+41
Holders Change %
+5.37%
% of All Funds
15.9%
Holding in Top 10
41
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.89%
% of All Funds
0.81%
New
105
Increased
272
Reduced
265
Closed
51
Calls
$27.4M
Puts
$54.6M
Net Calls
-$27.2M
Net Calls Change
-$12.4M

Top Buyers

1
BlackRock
BlackRock
New York
+$129M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$93.5M
3
Capital World Investors
Capital World Investors
California
+$92.2M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$63.3M
5
Renaissance Technologies
Renaissance Technologies
New York
+$42.8M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$152M
2
Millennium Management
Millennium Management
New York
-$138M
3
Capital International Investors
Capital International Investors
California
-$66.1M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$49.1M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$44M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
601
Maple Capital Management
Vermont
$312K -$27.3K -115 -8%
LOPW
602
Live Oak Private Wealth
North Carolina
$312K +$312K +1,314 New
PFA
603
Pathway Financial Advisors
Vermont
$308K +$308K +1,200 New
Carson Wealth (CWM LLC)
604
Carson Wealth (CWM LLC)
Nebraska
$304K – – –
PAS
605
Park Avenue Securities
New York
$301K +$15K +63 +5%
PHAM
606
Palisades Hudson Asset Management
Florida
$299K – – –
PI
607
Pettee Investors
Connecticut
$296K – – –
HH
608
HWG Holdings
Texas
$295K +$110K +463 +59%
LHC
609
Little House Capital
Massachusetts
$294K -$673K -2,838 -70%
BP
610
Ballentine Partners
Massachusetts
$294K – – –
SFA
611
Sequoia Financial Advisors
Ohio
$292K +$12.1K +51 +4%
LS
612
Livforsakringsbolaget Skandia
Sweden
$290K -$190K -800 -40%
FNBT
613
FineMark National Bank & Trust
Florida
$289K +$18.3K +77 +7%
IC
614
IEQ Capital
California
$288K +$288K +1,213 New
OC
615
Oppenheimer & Co
New York
$285K -$142K -600 -33%
WB
616
Webster Bank
Connecticut
$285K – – –
UCFA
617
United Capital Financial Advisors
Texas
$284K -$187K -788 -40%
Federated Hermes
618
Federated Hermes
Pennsylvania
$283K -$160K -672 -36%
TCOV
619
Trust Company of Vermont
Vermont
$283K – – –
SW
620
SVB Wealth
Massachusetts
$283K +$42.8K +180 +18%
CC
621
Caxton Corporation
New Jersey
$280K +$950 +4 +0.3%
ASN
622
Advisory Services Network
Georgia
$279K +$7.85K +33 +3%
VAG
623
VisionPoint Advisory Group
Texas
$278K -$4.99K -21 -2%
VF
624
Virtu Financial
New York
$277K -$1.41M -5,933 -84%
TAM
625
Tocqueville Asset Management
New York
$273K -$261K -1,100 -49%
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25
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