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Moody's
MCO

Overview Fund Activity

878 hedge funds and large institutions have $49.1B invested in Moody's in 2020 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 310 increasing their positions, 312 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
878
Holders Change
+12
Holders Change %
+1.39%
% of All Funds
17.76%
Holding in Top 10
36
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.26%
% of All Funds
0.73%
New
72
Increased
310
Reduced
312
Closed
54
Calls
$102M
Puts
$146M
Net Calls
-$44M
Net Calls Change
+$7.88M

Top Buyers

1
BlackRock
BlackRock
New York
+$234M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$104M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$93.4M
4
Citadel Advisors
Citadel Advisors
Florida
+$74.9M
5
Franklin Resources
Franklin Resources
California
+$52.5M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
-$196M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$121M
3
DZ Bank
DZ Bank
Germany
-$107M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$86.6M
5
MWA
Marshall Wace Asia
Hong Kong
-$73.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
QT
651
Quantamental Technologies
New York
$349K +$349K +1,203 New
NNP
652
Nachman Norwood & Parrott
South Carolina
$348K – – –
WB
653
Webster Bank
Connecticut
$348K – – –
APG
654
Abacus Planning Group
South Carolina
$346K – – –
VFP
655
Verus Financial Partners
Virginia
$346K +$346K +1,192 New
PSUF
656
People's United Financial
Connecticut
$344K -$431K -1,490 -56%
TCOV
657
Trust Company of Vermont
Vermont
$340K – – –
Fayez Sarofim & Co
658
Fayez Sarofim & Co
Texas
$336K – – –
WANY
659
Wealthspire Advisors (New York)
New York
$331K +$10.4K +36 +3%
TSWM
660
Triangle Securities Wealth Management
North Carolina
$330K -$20.3K -70 -6%
FNBT
661
FineMark National Bank & Trust
Florida
$327K -$14.5K -50 -4%
CAM
662
Cozad Asset Management
Illinois
$326K – – –
SCA
663
Snowden Capital Advisors
New York
$324K -$1.28M -4,422 -80%
KLCM
664
KG&L Capital Management
Louisiana
$323K +$323K +1,116 New
BSW
665
Buckingham Strategic Wealth
Missouri
$322K – – –
Cerity Partners
666
Cerity Partners
New York
$321K -$1.74K -6 -0.5%
PTC
667
Private Trust Company
Ohio
$321K +$6.08K +21 +2%
SCM
668
Shelton Capital Management
Colorado
$318K -$14.8K -51 -4%
TNBTD
669
Trustmark National Bank Trust Department
Mississippi
$316K – – –
HCM
670
Hutner Capital Management
Vermont
$314K – – –
IA
671
IFP Advisors
Florida
$312K -$3.21K -11 -1%
BP
672
Broadleaf Partners
Ohio
$310K – – –
QI
673
Qtron Investments
Massachusetts
$308K – – –
MNBTD
674
Moody National Bank Trust Division
Texas
$307K – – –
SCM
675
Stevens Capital Management
Pennsylvania
$307K +$307K +1,058 New
25 26
27
28 29