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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 %
HCM
676
Hutner Capital Management
Vermont
$298K – – –
DWM
677
Doyle Wealth Management
Florida
$298K – – –
EF
678
Empirical Finance
Pennsylvania
$298K +$36.8K +134 +14%
EGM
679
Engineers Gate Manager
New York
$298K +$298K +1,084 New
BP
680
Broadleaf Partners
Ohio
$294K – – –
QI
681
Qtron Investments
Massachusetts
$292K -$324K -1,180 -53%
MNBTD
682
Moody National Bank Trust Division
Texas
$291K -$17.6K -64 -6%
IA
683
IFP Advisors
Florida
$291K +$63.3K +235 +28%
GAM
684
Gotham Asset Management
New York
$290K -$3.56M -12,964 -92%
CA
685
Cornerstone Advisory
Maryland
$284K – – –
LCM
686
Logan Capital Management
Pennsylvania
$281K – – –
HS
687
Haafor (Singapore)
Singapore
$279K +$279K +1,014 New
CCM
688
Covington Capital Management
California
$275K – – –
BFIM
689
Beese Fulmer Investment Management
Ohio
$275K – – –
KCM
690
Kanawha Capital Management
Virginia
$275K – – –
P
691
Pitcairn
Pennsylvania
$273K -$4.11K -15 -1%
CAN
692
Cetera Advisor Networks
California
$273K +$4.67K +17 +2%
ACM
693
AlphaCrest Capital Management
New York
$270K -$1.66M -6,057 -86%
Cetera Investment Advisers
694
Cetera Investment Advisers
Illinois
$269K +$269K +978 New
RAM
695
Roanoke Asset Management
New Jersey
$265K – – –
TAM
696
Trillium Asset Management
Massachusetts
$264K +$264K +961 New
FHA
697
Flagship Harbor Advisors
Massachusetts
$263K +$15.1K +55 +6%
SPC
698
Sigma Planning Corp
Michigan
$262K +$262K +954 New
BHWM
699
Bar Harbor Wealth Management
New Hampshire
$261K -$5.5K -20 -2%
BBI
700
Baxter Bros Inc
Connecticut
$261K – – –
26 27
28
29 30