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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 %
ZB
601
Zions Bancorporation
Utah
$468K -$7.24K -25 -2%
BCM
602
Boltwood Capital Management
California
$464K – – –
HFM
603
Harvest Fund Management
China
$461K – – –
KCM
604
Kendall Capital Management
Maryland
$457K – – –
IEFM
605
IQ EQ Fund Management
Ireland
$456K – – –
HIM
606
Hillsdale Investment Management
Ontario, Canada
$455K +$455K +1,570 New
PAS
607
Park Avenue Securities
New York
$453K +$2.32K +8 +0.5%
SW
608
SVB Wealth
Massachusetts
$447K +$32.4K +112 +8%
GIA
609
Gateway Investment Advisers
Ohio
$444K -$141K -486 -24%
CI Investments Inc
610
CI Investments Inc
Ontario, Canada
$443K -$50.4K -174 -10%
LOAME
611
Lombard Odier Asset Management (Europe)
United Kingdom
$443K +$443K +1,527 New
VPIM
612
Vanguard Personalized Indexing Management
California
$440K +$123K +426 +39%
HR
613
Howe & Rusling
New York
$434K -$39.2K -135 -8%
SVWAG
614
Sound View Wealth Advisors Group
Georgia
$428K – – –
MCM
615
MAI Capital Management
Ohio
$425K +$7.24K +25 +2%
CIA
616
Choate Investment Advisors
Massachusetts
$424K -$60.9K -210 -13%
BAM
617
Brave Asset Management
New Jersey
$423K – – –
DY
618
Dowling & Yahnke
California
$422K -$12.5K -43 -3%
GLAM
619
Gardner Lewis Asset Management
Pennsylvania
$417K +$417K +1,437 New
JIC
620
Johnson Investment Counsel
Ohio
$416K -$35.1K -121 -8%
Federated Hermes
621
Federated Hermes
Pennsylvania
$412K -$69K -238 -14%
DBT
622
Dubuque Bank & Trust
Iowa
$409K – – –
SFA
623
Sequoia Financial Advisors
Ohio
$406K -$290 -1 -0.1%
ACM
624
Argyle Capital Management
Pennsylvania
$406K – – –
IIM
625
Intact Investment Management
Quebec, Canada
$406K +$406K +1,400 New
23 24
25
26 27