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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 %
YWP
726
YorkBridge Wealth Partners
New York
$220K +$220K +800 New
WIC
727
Woodmont Investment Counsel
Tennessee
$220K +$220K +800 New
CCIA
728
Campbell & Co Investment Adviser
Maryland
$217K +$217K +791 New
LNC
729
Lincoln National Corp
Pennsylvania
$214K +$214K +780 New
BHIA
730
Birch Hill Investment Advisors
Massachusetts
$212K +$212K +770 New
Rockefeller Capital Management
731
Rockefeller Capital Management
New York
$210K +$84.4K +308 +67%
PG
732
Pendal Group
Australia
$209K -$932K -3,386 -82%
CWG
733
Cornerstone Wealth Group
North Carolina
$209K +$209K +762 New
SSB
734
Sandy Spring Bank
Maryland
$208K +$94.9K +345 +84%
WJWM
735
Williams Jones Wealth Management
New York
$208K +$208K +757 New
MFG
736
Magnus Financial Group
New York
$207K +$207K +754 New
AAP
737
Arax Advisory Partners
Colorado
$205K +$100K +365 +95%
I
738
IberiaBank
Louisiana
$204K -$196K -714 -49%
CT
739
Cambridge Trust
Massachusetts
$203K +$203K +734 New
S
740
Seeyond
France
$201K -$5.22K -19 -3%
VCA
741
Verdence Capital Advisors
Maryland
$201K +$201K +733 New
APA
742
American Portfolios Advisors
New York
$194K -$9.07K -33 -4%
SFSIG
743
San Francisco Sentry Investment Group
California
$182K -$115K -420 -39%
FPA
744
First Pacific Advisors
California
$179K +$179K +650 New
EI
745
Ellevest Inc
New York
$177K +$38.5K +140 +28%
QCG
746
Quadrant Capital Group
Ohio
$176K -$131K -477 -43%
HIIFS
747
Harel Insurance Investments & Financial Services
Israel
$176K -$17.1K -62 -9%
FCA
748
FinTrust Capital Advisors
South Carolina
$174K – – –
ECM
749
Estabrook Capital Management
New York
$165K – – –
MAM
750
Meeder Asset Management
Ohio
$161K +$83.4K +303 +107%
28 29
30
31 32