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Moody's
MCO

Overview Fund Activity

719 hedge funds and large institutions have $34B invested in Moody's in 2019 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 230 increasing their positions, 244 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
719
Holders Change
+27
Holders Change %
+3.9%
% of All Funds
15.64%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.76%
New
92
Increased
230
Reduced
244
Closed
57
Calls
$33.7M
Puts
$62.4M
Net Calls
-$28.6M
Net Calls Change
+$17M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$137M
2
Millennium Management
Millennium Management
New York
+$125M
3
Citigroup
Citigroup
New York
+$101M
4
Goldman Sachs
Goldman Sachs
New York
+$57.9M
5
Capital International Investors
Capital International Investors
California
+$54.1M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$457M
2
BlackRock
BlackRock
New York
-$416M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$162M
4
Bank of America
Bank of America
North Carolina
-$124M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$72.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
676
Geneos Wealth Management
Colorado
$20K – – –
AC
677
Avestar Capital
New York
$18K – – –
CAC
678
Certified Advisory Corp
Florida
$18K +$18K +92 New
FMII
679
Farmers & Merchants Investments Inc
Nebraska
$16K +$800 +4 +5%
EARNEST Partners
680
EARNEST Partners
Georgia
$15K – – –
FPFS
681
First Personal Financial Services
North Carolina
$15K +$1.54K +8 +11%
M
682
MOTCO
Texas
$15K +$15K +76 New
TAIM
683
TD Ameritrade Investment Management
Nebraska
$15K +$15K +79 New
VVP
684
Vulcan Value Partners
Alabama
$13K – – –
CAGAS
685
Capital Advisory Group Advisory Services
Minnesota
$12K – – –
WAS
686
Wesleyan Assurance Society
United Kingdom
$12K – – –
EFSCE
687
Enterprise Financial Services Corp (EFSC)
Missouri
$12K +$1.18K +6 +11%
PFO
688
Pathstone Family Office
New Jersey
$12K +$9.4K +47 +362%
WAP
689
Wealthcare Advisory Partners
Pennsylvania
$11K – – –
CBT
690
Central Bank & Trust
Kentucky
$10K – – –
ADL
691
Asset Dedication LLC
California
$9K – – –
CTC
692
Central Trust Company
Missouri
$9K – – –
CFA
693
Carroll Financial Associates
North Carolina
$9K – – –
OC
694
Oakworth Capital
Alabama
$9K – – –
CI
695
CX Institutional
Indiana
$9K +$1.31K +7 +17%
HIIFS
696
Harel Insurance Investments & Financial Services
Israel
$9K +$9K +48 New
Rockefeller Capital Management
697
Rockefeller Capital Management
New York
$8K -$32K -164 -80%
JCM
698
Julex Capital Management
Massachusetts
$8K +$8K +43 New
TFGT
699
TS Financial Group (TSFG)
Illinois
$7K – – –
GWS
700
Glassman Wealth Services
Virginia
$7K +$600 +3 +9%
26 27
28
29 30