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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 %
HIM
776
Hillsdale Investment Management
Ontario, Canada
$8K +$8K +35 New
SWA
777
Sutton Wealth Advisors
Florida
$7.84K – – –
TFGT
778
TS Financial Group (TSFG)
Illinois
$7K – – –
HI
779
Hudock Inc
Pennsylvania
$7K – – –
EIP
780
Ellis Investment Partners
Pennsylvania
$7K – – –
CB
781
CNB Bank
Pennsylvania
$5K – – –
EWA
782
Evolution Wealth Advisors
Florida
$5K +$217 +1 +5%
TFO
783
Tarbox Family Office
California
$4K -$1K -4 -20%
IRC
784
Investors Research Corp
Georgia
$4K – – –
WCM
785
Wealthcare Capital Management
Virginia
$4K +$4K +16 New
MF
786
Manchester Financial
California
$4K +$4K +16 New
BWM
787
BerganKDV Wealth Management
Minnesota
$4K +$4K +17 New
CHC
788
City Holding Co
West Virginia
$3K – – –
VCM
789
Versant Capital Management
Arizona
$3K – – –
FPFS
790
First Personal Financial Services
North Carolina
$2K -$17.5K -70 -90%
APC
791
Aspire Private Capital
North Carolina
$2K -$2.75K -11 -58%
PMFA
792
Plante Moran Financial Advisors
Michigan
$2K – – –
IWP
793
IAG Wealth Partners
Wisconsin
$2K +$2K +7 New
SL
794
Savior LLC
Massachusetts
$2K +$2K +7 New
PWMG
795
Prestige Wealth Management Group
New Jersey
$2K +$2K +8 New
SSB
796
Sandy Spring Bank
Maryland
$2K +$2K +9 New
DAM
797
Delta Asset Management
Tennessee
$2K +$2K +10 New
HWA
798
Heritage Wealth Advisors
Virginia
$1.42K +$1.42K +6 New
GI
799
Gradient Investments
Minnesota
$1K – – –
AWM
800
Avior Wealth Management
Nebraska
$1K – – –
30 31
32
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