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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 %
CIA
751
CSat Investment Advisory
Michigan
$152K -$25.9K -94 -15%
OPS
752
Orion Portfolio Solutions
Nebraska
$148K +$76.9K +279 +108%
SFS
753
Sowell Financial Services
Arkansas
$148K +$124K +450 +506%
PHK
754
Point72 Hong Kong
Hong Kong
$143K +$143K +521 New
IA
755
IndexIQ Advisors
New York
$132K +$116K +423 +742%
NICM
756
Neo Ivy Capital Management
New York
$129K +$129K +468 New
BWM
757
BerganKDV Wealth Management
Minnesota
$114K +$13.4K +49 +13%
MCM
758
Manchester Capital Management
Vermont
$113K – – –
THWM
759
Taylor Hoffman Wealth Management
Virginia
$113K +$113K +410 New
AssetMark Inc
760
AssetMark Inc
California
$112K -$1.52M -5,561 -93%
TAIM
761
TD Ameritrade Investment Management
Nebraska
$111K +$10.7K +39 +11%
SIM
762
Sonora Investment Management
Arizona
$110K – – –
AF
763
Allworth Financial
California
$110K – – –
PWP
764
Principle Wealth Partners
Connecticut
$110K +$110K +400 New
BL
765
Balentine LLC
Georgia
$107K -$67.6K -245 -39%
LC
766
Lindbrook Capital
California
$107K -$5.23K -19 -5%
WPA
767
West Paces Advisors
Georgia
$106K – – –
EP
768
Eudaimonia Partners
Tennessee
$104K +$23.1K +84 +28%
TPCW
769
TD Private Client Wealth
New York
$96.4K +$2.75K +10 +3%
CIA
770
Cascade Investment Advisors
Oregon
$96.2K -$13.7K -50 -13%
JFA
771
JNBA Financial Advisors
Minnesota
$96K -$10.1K -37 -10%
CMBA
772
C.M. Bidwell & Associates
Hawaii
$90K -$421K -1,539 -82%
PA
773
Perennial Advisors
New York
$88K +$88K +320 New
YAL
774
Your Advocates Ltd
Texas
$87K – – –
FAM
775
Fred Alger Management
New York
$86K +$52.3K +191 +155%
29 30
31
32 33