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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 %
AIA
626
Alera Investment Advisors
Illinois
$8K +$8K +58 New
CFA
627
Carroll Financial Associates
North Carolina
$7K -$2.42K -19 -26%
WA
628
WealthTrust-Arizona
Arizona
$7K – – –
ADL
629
Asset Dedication LLC
California
$7K – – –
OC
630
Oakworth Capital
Alabama
$6K – – –
CTC
631
Central Trust Company
Missouri
$6K – – –
GRP
632
Global Retirement Partners
California
$6K +$2.25K +15 +60%
CHP
633
Cable Hill Partners
Oregon
$6K +$3.15K +21 +111%
CFGS
634
Concourse Financial Group Securities
Alabama
$5K -$110K -833 -96%
VCM
635
Versant Capital Management
Arizona
$5K – – –
PWM
636
PRW Wealth Management
Massachusetts
$5K +$5K +31 New
MOS
637
MGO One Seven
Ohio
$5K +$5K +40 New
Fidelity International
638
Fidelity International
Bermuda
$4K -$12.4M -80,822 -100%
BCM
639
Brasada Capital Management
Texas
$4K – – –
CFA
640
Clarfeld Financial Advisors
New York
$4K +$4K +28 New
FTI
641
Fiduciary Trust International
Massachusetts
$4K +$4K +30 New
WCM
642
WealthBridge Capital Management
Ohio
$4K +$4K +31 New
SWA
643
Sutton Wealth Advisors
Florida
$3.22K – – –
CHC
644
City Holding Co
West Virginia
$3K – – –
TFO
645
Tarbox Family Office
California
$3K +$1.05K +7 +54%
CA
646
Claro Advisors
Massachusetts
$3K +$3K +19 New
PWMG
647
Prestige Wealth Management Group
New Jersey
$3K +$3K +20 New
W
648
WealthOne
New York
$3K +$3K +23 New
SWM
649
SeaCrest Wealth Management
New York
$2K -$5.29K -45 -73%
GWS
650
Glassman Wealth Services
Virginia
$2K – – –
24 25
26
27 28