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Moody's
MCO

Overview Fund Activity

878 hedge funds and large institutions have $49.1B invested in Moody's in 2020 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 310 increasing their positions, 312 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
878
Holders Change
+12
Holders Change %
+1.39%
% of All Funds
17.76%
Holding in Top 10
36
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.26%
% of All Funds
0.73%
New
72
Increased
310
Reduced
312
Closed
54
Calls
$102M
Puts
$146M
Net Calls
-$44M
Net Calls Change
+$7.88M

Top Buyers

1
BlackRock
BlackRock
New York
+$234M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$104M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$93.4M
4
Citadel Advisors
Citadel Advisors
Florida
+$74.9M
5
Franklin Resources
Franklin Resources
California
+$52.5M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
-$196M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$121M
3
DZ Bank
DZ Bank
Germany
-$107M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$86.6M
5
MWA
Marshall Wace Asia
Hong Kong
-$73.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
726
Trust Asset Management
Texas
$238K +$238K +822 New
BWP
727
Baldwin Wealth Partners
Massachusetts
$236K – – –
Select Equity Group
728
Select Equity Group
New York
$234K -$33K -114 -12%
YWP
729
YorkBridge Wealth Partners
New York
$232K – – –
WIC
730
Woodmont Investment Counsel
Tennessee
$232K – – –
AAP
731
Arax Advisory Partners
Colorado
$225K +$8.4K +29 +4%
BHIA
732
Birch Hill Investment Advisors
Massachusetts
$223K – – –
VFA
733
Valeo Financial Advisors
Indiana
$222K -$11K -38 -5%
CWG
734
Cornerstone Wealth Group
North Carolina
$221K – – –
LNC
735
Lincoln National Corp
Pennsylvania
$220K -$6.39K -22 -3%
FHC
736
First Horizon Corporation
Tennessee
$220K +$220K +760 New
WJWM
737
Williams Jones Wealth Management
New York
$219K – – –
S
738
Seeyond
France
$216K +$4.05K +14 +2%
CT
739
Cambridge Trust
Massachusetts
$213K – – –
VCA
740
Verdence Capital Advisors
Maryland
$212K – – –
UCFA
741
United Capital Financial Advisors
Texas
$212K +$212K +730 New
WP
742
WealthSource Partners
California
$212K +$212K +730 New
APA
743
American Portfolios Advisors
New York
$211K +$6.09K +21 +3%
IHL
744
Investment House LLC
California
$209K +$209K +720 New
PCA
745
Personal Capital Advisors
California
$209K +$209K +721 New
RIA
746
Realta Investment Advisors
Delaware
$209K +$209K +722 New
THWM
747
Taylor Hoffman Wealth Management
Virginia
$208K +$89.2K +308 +75%
PWPS
748
Pinnacle Wealth Planning Services
Ohio
$207K +$207K +714 New
PF
749
Phoenix Financial
Israel
$204K +$204K +758 New
CWM
750
Calamos Wealth Management
Illinois
$201K +$201K +693 New
28 29
30
31 32