MCO icon

Moody's

806 hedge funds and large institutions have $36.2B invested in Moody's in 2020 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 290 increasing their positions, 287 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
806
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
17.8%
Holding in Top 10
37
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.76%
% of All Funds
0.82%
New
93
Increased
290
Reduced
287
Closed
83
Calls
$60.5M
Puts
$83.3M
Net Calls
-$22.8M
Net Calls Change
+$4.4M
Name Holding Trade Value Shares
Change
Shares
Change %
TA
751
Thor Advisors
New York
$20K +$20K +95 New
JCM
752
Jacobi Capital Management
Pennsylvania
$20K +$20K +96 New
PCG
753
Private Capital Group
Connecticut
$19K -$418 -2 -2%
CAC
754
Certified Advisory Corp
Florida
$19K
SFS
755
Sowell Financial Services
Arkansas
$19K +$3.63K +17 +24%
KPCM
756
Kings Point Capital Management
New York
$19K +$19K +91 New
EW
757
Evoke Wealth
California
$18.2K -$7.62K -36 -30%
SWM
758
Sugarloaf Wealth Management
Georgia
$18K
FMII
759
Farmers & Merchants Investments Inc
Nebraska
$17K +$415 +2 +3%
EARNEST Partners
760
EARNEST Partners
Georgia
$16K
CFA
761
Carroll Financial Associates
North Carolina
$16K +$6.95K +33 +77%
Loomis, Sayles & Company
762
Loomis, Sayles & Company
Massachusetts
$15K -$52K -246 -78%
EFSCE
763
Enterprise Financial Services Corp (EFSC)
Missouri
$14K +$1.25K +6 +10%
CAGAS
764
Capital Advisory Group Advisory Services
Minnesota
$14K +$14K +65 New
WAS
765
Wesleyan Assurance Society
United Kingdom
$13K
IA
766
IndexIQ Advisors
New York
$12K -$211 -1 -2%
WAP
767
Wealthcare Advisory Partners
Pennsylvania
$12K
FANJ
768
Financial Architects (New Jersey)
New Jersey
$11K -$18.7K -85 -63%
CFGS
769
Concourse Financial Group Securities
Alabama
$11K -$8.14K -37 -43%
CI
770
CX Institutional
Indiana
$11K -$440 -2 -4%
APWM
771
Atlas Private Wealth Management
New York
$11K +$216 +1 +2%
MPWT
772
MassMutual Private Wealth & Trust
Connecticut
$11K +$11K +50 New
CCA
773
Column Capital Advisors
Indiana
$10K -$1.52K -7 -13%
ADL
774
Asset Dedication LLC
California
$10K
OC
775
Oakworth Capital
Alabama
$10K