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 %
AS
651
Altshuler Shaham
Israel
$9K – – –
VCM
652
Versant Capital Management
Arizona
$8K – – –
CTC
653
Central Trust Company
Missouri
$8K – – –
WA
654
WealthTrust-Arizona
Arizona
$8K – – –
ADL
655
Asset Dedication LLC
California
$8K – – –
OC
656
Oakworth Capital
Alabama
$8K – – –
IWP
657
Icon Wealth Partners
Texas
$8K +$8K +45 New
EA
658
Edge Advisors
Georgia
$5K -$89.6K -609 -95%
ML
659
McAdam LLC
Pennsylvania
$5K – – –
EFSCE
660
Enterprise Financial Services Corp (EFSC)
Missouri
$5K +$1.77K +11 +55%
FANJ
661
Financial Architects (New Jersey)
New Jersey
$5K +$5K +30 New
CIA
662
CSat Investment Advisory
Michigan
$5K +$5K +32 New
MPWT
663
MassMutual Private Wealth & Trust
Connecticut
$4.44K +$4.44K +26 New
EIP
664
Epoch Investment Partners
New York
$4.02K -$25 -149 -0.6%
CHP
665
Cable Hill Partners
Oregon
$4K -$2.96K -17 -43%
GRP
666
Global Retirement Partners
California
$4K – – –
SWA
667
Sutton Wealth Advisors
Florida
$3.92K – – –
GWS
668
Glassman Wealth Services
Virginia
$3K -$1.4K -7 -32%
CHC
669
City Holding Co
West Virginia
$3K – – –
CFC
670
Coyle Financial Counsel
Illinois
$3K +$3K +20 New
WT
671
Washington Trust
Rhode Island
$3K +$3K +20 New
RWP
672
RWA Wealth Partners
Massachusetts
$2K – – –
TFO
673
Tarbox Family Office
California
$2K – – –
AIL
674
AGF Investments LLC
Ontario, Canada
$1.97K +$1.95K +11,444 +12,046%
PMFA
675
Plante Moran Financial Advisors
Michigan
$1K -$24K -96 -96%
25 26
27
28 29