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Moody's
MCO

Overview Fund Activity

866 hedge funds and large institutions have $46.8B invested in Moody's in 2020 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 281 increasing their positions, 309 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
866
Holders Change
+60
Holders Change %
+7.44%
% of All Funds
17.8%
Holding in Top 10
38
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.7%
% of All Funds
0.78%
New
119
Increased
281
Reduced
309
Closed
54
Calls
$75.6M
Puts
$128M
Net Calls
-$51.9M
Net Calls Change
-$29.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$310M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$269M
3
MWA
Marshall Wace Asia
Hong Kong
+$122M
4
Capital International Investors
Capital International Investors
California
+$104M
5
DZ Bank
DZ Bank
Germany
+$93.5M

Top Sellers

1
WPL
WINDACRE PARTNERSHIP LLC
Texas
-$396M
2
AP
Altarock Partners
Florida
-$206M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$131M
4
Select Equity Group
Select Equity Group
New York
-$94.6M
5
BlackRock
BlackRock
New York
-$87.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
651
Webster Bank
Connecticut
$330K – – –
KJHP
652
K.J. Harrison & Partners
Ontario, Canada
$330K +$330K +1,203 New
Parallax Volatility Advisers
653
Parallax Volatility Advisers
California
$329K +$13.5K +49 +4%
APG
654
Abacus Planning Group
South Carolina
$327K – – –
RIM
655
Redwood Investment Management
Arizona
$326K +$42.9K +156 +15%
FNBT
656
FineMark National Bank & Trust
Florida
$324K -$10.4K -38 -3%
TCOV
657
Trust Company of Vermont
Vermont
$323K – – –
Fayez Sarofim & Co
658
Fayez Sarofim & Co
Texas
$319K – – –
SLG
659
Stanley-Laman Group
Pennsylvania
$319K +$19.2K +70 +6%
VAG
660
VisionPoint Advisory Group
Texas
$317K -$33.6K -116 -10%
SCM
661
Shelton Capital Management
Colorado
$316K – – –
RIM
662
Regent Investment Management
Kentucky
$313K – – –
CG
663
Caprock Group
Idaho
$312K -$9.89K -36 -3%
CAM
664
Cozad Asset Management
Illinois
$309K – – –
SCM
665
Southport Capital Management
Tennessee
$306K +$1.38K +5 +0.5%
AWE
666
Avidian Wealth Enterprises
Texas
$306K +$306K +1,115 New
BSW
667
Buckingham Strategic Wealth
Missouri
$305K -$324K -1,182 -52%
Cerity Partners
668
Cerity Partners
New York
$305K +$1.64K +6 +0.5%
WANY
669
Wealthspire Advisors (New York)
New York
$304K -$904K -3,289 -75%
AAM
670
Advisors Asset Management
Colorado
$304K -$348K -1,266 -53%
Carson Wealth (CWM LLC)
671
Carson Wealth (CWM LLC)
Nebraska
$304K – – –
MCG
672
MACRO Consulting Group
New Jersey
$302K – – –
PTC
673
Private Trust Company
Ohio
$302K +$302K +1,088 New
VPIM
674
Vanguard Personalized Indexing Management
California
$300K +$300K +1,092 New
TNBTD
675
Trustmark National Bank Trust Department
Mississippi
$299K – – –
25 26
27
28 29