MCO icon

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 %
HCM
626
Hilton Capital Management
New York
$34K +$34K +200 New
QCIG
627
Quad-Cities Investment Group
Iowa
$34K +$34K +200 New
SCM
628
Silvant Capital Management
Georgia
$33K – – –
MSE
629
MUFG Securities EMEA
United Kingdom
$32K +$32K +187 New
PFBT
630
Parkside Financial Bank & Trust
Missouri
$28K -$833 -5 -3%
ANBT
631
American National Bank & Trust
Texas
$28K – – –
HFM
632
Harvest Fund Management
China
$28K +$28K +165 New
CPIG
633
Chicago Partners Investment Group
Illinois
$27K – – –
CAPTRUST Financial Advisors
634
CAPTRUST Financial Advisors
North Carolina
$24K -$3.43K -20 -13%
AC
635
Avestar Capital
New York
$22K +$286 +2 +1%
FC
636
Ferris Capital
Massachusetts
$21K – – –
IFAM
637
Institutional & Family Asset Management
Colorado
$19K -$14.7K -88 -44%
CFA
638
Carroll Financial Associates
North Carolina
$19K – – –
GWM
639
Geneos Wealth Management
Colorado
$17K – – –
CF
640
Centaurus Financial
California
$17K +$17K +100 New
BBHC
641
Brown Brothers Harriman & Co
New York
$15K – – –
TCM
642
Tradewinds Capital Management
Washington
$13K – – –
PGWM
643
Parisi Gray Wealth Management
New Jersey
$13K – – –
GFP
644
Gryphon Financial Partners
Ohio
$13K – – –
EARNEST Partners
645
EARNEST Partners
Georgia
$13K – – –
MUS
646
Mitsubishi UFJ Securities
Japan
$12K – – –
AWM
647
Avondale Wealth Management
Texas
$12K – – –
SWM
648
SeaCrest Wealth Management
New York
$11K +$11K +62 New
FMII
649
Farmers & Merchants Investments Inc
Nebraska
$10K – – –
WAP
650
Wealthcare Advisory Partners
Pennsylvania
$10K +$7.76K +45 +346%
24 25
26
27 28