MCO icon

Moody's
MCO

Overview Fund Activity

692 hedge funds and large institutions have $32.5B invested in Moody's in 2019 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 227 increasing their positions, 233 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
692
Holders Change
+35
Holders Change %
+5.33%
% of All Funds
15%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.74%
New
91
Increased
227
Reduced
233
Closed
49
Calls
$54.2M
Puts
$99.8M
Net Calls
-$45.6M
Net Calls Change
-$22.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$112M
2
MNG
Manning & Napier Group
New York
+$106M
3
Bank of America
Bank of America
North Carolina
+$91.7M
4
Capital International Investors
Capital International Investors
California
+$72.7M
5
BlackRock
BlackRock
New York
+$48.1M

Top Sellers

1
APG Asset Management
APG Asset Management
Netherlands
-$147M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$86.9M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$47.8M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
-$43.7M
5
Capital World Investors
Capital World Investors
California
-$43.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAGAS
651
Capital Advisory Group Advisory Services
Minnesota
$12K – – –
OWD
652
Osborn Williams & Donohoe
Ohio
$12K +$12K +65 New
WAP
653
Wealthcare Advisory Partners
Pennsylvania
$11K -$7.21K -38 -40%
CIA
654
CSat Investment Advisory
Michigan
$11K -$2.2K -12 -17%
SWM
655
SeaCrest Wealth Management
New York
$11K +$8.03K +46 +271%
WAS
656
Wesleyan Assurance Society
United Kingdom
$11K +$11K +60 New
CIAS
657
Capital Investment Advisory Services
North Carolina
$10K – – –
EFSCE
658
Enterprise Financial Services Corp (EFSC)
Missouri
$10K +$8.36K +46 +511%
ADL
659
Asset Dedication LLC
California
$9K – – –
CBT
660
Central Bank & Trust
Kentucky
$9K +$9K +50 New
CFA
661
Carroll Financial Associates
North Carolina
$8K -$1.57K -9 -16%
CTC
662
Central Trust Company
Missouri
$8K – – –
OC
663
Oakworth Capital
Alabama
$8K – – –
Fidelity International
664
Fidelity International
Bermuda
$8K +$3.38K +19 +73%
IWP
665
Icon Wealth Partners
Texas
$8K +$8K +43 New
CHP
666
Cable Hill Partners
Oregon
$7K -$368 -2 -5%
GRP
667
Global Retirement Partners
California
$7K – – –
VCM
668
Versant Capital Management
Arizona
$7K – – –
TFGT
669
TS Financial Group (TSFG)
Illinois
$7K +$7K +37 New
CI
670
CX Institutional
Indiana
$7K +$7K +41 New
GWS
671
Glassman Wealth Services
Virginia
$6K +$3.75K +20 +167%
PWM
672
PRW Wealth Management
Massachusetts
$5K – – –
HI
673
Hudock Inc
Pennsylvania
$5K +$5K +32 New
SWA
674
Sutton Wealth Advisors
Florida
$4.71K +$543 +3 +13%
TFO
675
Tarbox Family Office
California
$4K – – –
25 26
27
28 29