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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 %
VIMU
701
Veritas Investment Management (UK)
United Kingdom
$260K – – –
PI
702
Pettee Investors
Connecticut
$260K – – –
SHGA
703
Sand Hill Global Advisors
California
$255K +$255K +927 New
DWT
704
Dorsey & Whitney Trust
South Dakota
$255K +$255K +953 New
CAW
705
Cornerstone Advisors (Washington)
Washington
$254K +$34.6K +126 +16%
Select Equity Group
706
Select Equity Group
New York
$253K -$94.6M -344,201 -100%
CBFP
707
Cedar Brook Financial Partners
Ohio
$251K +$251K +915 New
IC
708
IEQ Capital
California
$249K -$298K -1,087 -55%
TMAM
709
Tokio Marine Asset Management
Japan
$249K +$249K +908 New
FMLI
710
Fukoku Mutual Life Insurance
Japan
$247K – – –
AFS
711
Axiom Financial Strategies
Indiana
$243K +$243K +884 New
WSTAM
712
Wilbanks Smith & Thomas Asset Management
Virginia
$240K +$240K +874 New
VAS
713
Vestmark Advisory Solutions
Massachusetts
$240K +$240K +874 New
SB
714
Simmons Bank
Arkansas
$238K -$25K -91 -9%
WG
715
Welch Group
Alabama
$236K +$236K +860 New
ARTA
716
A.R.T. Advisors
New York
$236K +$236K +860 New
PFA
717
Professional Financial Advisors
Nebraska
$235K +$235K +857 New
TAM
718
Tocqueville Asset Management
New York
$234K -$41.3K -150 -15%
FMWA
719
Forvis Mazars Wealth Advisors
Missouri
$234K +$234K +851 New
ABC
720
Associated Banc-Corp
Wisconsin
$231K -$50.9K -185 -18%
CHA
721
Carmichael Hill & Associates
Maryland
$230K – – –
SF
722
Synovus Financial
Georgia
$226K -$57.7K -210 -20%
PC
723
PA Capital
Virginia
$226K -$50.2K -183 -18%
BWP
724
Baldwin Wealth Partners
Massachusetts
$224K – – –
VFA
725
Valeo Financial Advisors
Indiana
$221K +$2.75K +10 +1%
27 28
29
30 31