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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 %
SWA
701
Sutton Wealth Advisors
Florida
$6.45K +$1.37K +7 +27%
GRP
702
Global Retirement Partners
California
$6K -$1.74K -9 -23%
HI
703
Hudock Inc
Pennsylvania
$6K – – –
CB
704
CNB Bank
Pennsylvania
$5K +$283 +9 +6%
BL
705
Balentine LLC
Georgia
$5K +$5K +24 New
IRC
706
Investors Research Corp
Georgia
$4K – – –
TFO
707
Tarbox Family Office
California
$4K – – –
APC
708
Aspire Private Capital
North Carolina
$4K +$2.11K +10 +111%
EWA
709
Evolution Wealth Advisors
Florida
$4K +$4K +22 New
VCM
710
Versant Capital Management
Arizona
$3K -$4.88K -26 -62%
NFG
711
Next Financial Group
Texas
$3K – – –
CHC
712
City Holding Co
West Virginia
$3K – – –
Parallax Volatility Advisers
713
Parallax Volatility Advisers
California
$3K +$1.5K +8 +100%
GT
714
Glenmede Trust
Pennsylvania
$2.28K +$560 +2,869 +33%
PMFA
715
Plante Moran Financial Advisors
Michigan
$2K +$2K +8 New
TFA
716
Transamerica Financial Advisors
Florida
$1K +$1K +2 New
AWM
717
Avior Wealth Management
Nebraska
$1K +$1K +6 New
LHC
718
Little House Capital
Massachusetts
$821 +$4 +20 +0.5%
Holocene Advisors
719
Holocene Advisors
New York
– -$17.7M -97,517 Closed
DADC
720
D.A. Davidson & Co
Montana
– -$15.2M -84,021 Closed
Select Equity Group
721
Select Equity Group
New York
– -$5.2M -28,739 Closed
PI
722
PEAK6 Investments
Illinois
– -$5.08M -28,067 Closed
ECM
723
Element Capital Management
New York
– -$2.32M -12,830 Closed
TF
724
TIAA FSB
Florida
– -$2.21M -12,215 Closed
KWILP
725
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$1.94M -10,704 Closed
27 28
29
30 31