MCO icon

Moody's
MCO

Overview Fund Activity

805 hedge funds and large institutions have $40.9B invested in Moody's in 2019 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 272 increasing their positions, 265 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
805
Holders Change
+41
Holders Change %
+5.37%
% of All Funds
15.9%
Holding in Top 10
41
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.89%
% of All Funds
0.81%
New
105
Increased
272
Reduced
265
Closed
51
Calls
$27.4M
Puts
$54.6M
Net Calls
-$27.2M
Net Calls Change
-$12.4M

Top Buyers

1
BlackRock
BlackRock
New York
+$129M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$93.5M
3
Capital World Investors
Capital World Investors
California
+$92.2M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$63.3M
5
Renaissance Technologies
Renaissance Technologies
New York
+$42.8M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$152M
2
Millennium Management
Millennium Management
New York
-$138M
3
Capital International Investors
Capital International Investors
California
-$66.1M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$49.1M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$44M
Name Holding Trade Value Shares
Change 		Shares
Change %
SLF
751
Sun Life Financial
Ontario, Canada
$23K -$9.44K -39 -29%
PCG
752
Private Capital Group
Connecticut
$22K -$3.31K -14 -13%
CAC
753
Certified Advisory Corp
Florida
$22K – – –
CFGS
754
Concourse Financial Group Securities
Alabama
$21K -$3.38K -14 -14%
SWM
755
Sugarloaf Wealth Management
Georgia
$21K +$21K +87 New
FMII
756
Farmers & Merchants Investments Inc
Nebraska
$19K – – –
EARNEST Partners
757
EARNEST Partners
Georgia
$19K – – –
UOTTAIMCU
758
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$18K +$18K +75 New
SFS
759
Sowell Financial Services
Arkansas
$17K +$944 +4 +6%
GRP
760
Global Retirement Partners
California
$16K +$8.6K +36 +116%
PCIA
761
Prime Capital Investment Advisors
Kansas
$14K -$33.4K -143 -70%
WAP
762
Wealthcare Advisory Partners
Pennsylvania
$14K – – –
EFSCE
763
Enterprise Financial Services Corp (EFSC)
Missouri
$14K – – –
WAS
764
Wesleyan Assurance Society
United Kingdom
$14K – – –
IA
765
IndexIQ Advisors
New York
$14K +$14K +58 New
CI
766
CX Institutional
Indiana
$12K – – –
APWM
767
Atlas Private Wealth Management
New York
$12K +$12K +50 New
CCA
768
Column Capital Advisors
Indiana
$12K +$12K +53 New
CTC
769
Central Trust Company
Missouri
$11K – – –
ADL
770
Asset Dedication LLC
California
$11K – – –
OC
771
Oakworth Capital
Alabama
$11K – – –
CFA
772
Carroll Financial Associates
North Carolina
$10K -$698 -3 -7%
GWS
773
Glassman Wealth Services
Virginia
$10K +$714 +3 +8%
SC
774
Solstein Capital
California
$10K +$10K +43 New
EWP
775
Engrave Wealth Partners
Texas
$9K +$9K +38 New
29 30
31
32 33