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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 %
SIC
776
Salem Investment Counselors
North Carolina
$83K – – –
NIT
777
NumerixS Investment Technologies
British Columbia, Canada
$82K +$54.7K +200 +200%
USGIU
778
U.S. Global Investors (USGI)
Texas
$82K +$82K +300 New
BCA
779
Berman Capital Advisors
Georgia
$81K +$4.06K +15 +5%
GWM
780
Geneos Wealth Management
Colorado
$80K +$51.7K +194 +183%
CFFP
781
Center for Financial Planning
Michigan
$78K – – –
TWA
782
TCI Wealth Advisors
Arizona
$77K – – –
RMC
783
Resources Management Corp
Connecticut
$73K – – –
VIM
784
Veritas Investment Management
United Kingdom
$73K – – –
O
785
Ossiam
France
$71K +$37.6K +137 +112%
TL
786
TrueWealth LLC
Georgia
$68K – – –
NSIM
787
North Star Investment Management
Illinois
$66K – – –
SQA
788
Simon Quick Advisors
New Jersey
$63K -$26K -95 -29%
CFA
789
Carroll Financial Associates
North Carolina
$63K +$42.4K +156 +205%
AIM
790
AIA Investment Management
Singapore
$62K -$25K -91 -29%
MA
791
MCF Advisors
Kentucky
$56K – – –
HIA
792
Harbor Investment Advisory
Maryland
$56K +$1.37K +5 +3%
ST
793
Sageworth Trust
Pennsylvania
$56K +$56K +205 New
BFEC
794
Benjamin F. Edwards & Company
Missouri
$55K – – –
MRCM
795
M&R Capital Management
New Jersey
$54K – – –
PFBT
796
Parkside Financial Bank & Trust
Missouri
$54K +$12.8K +47 +31%
SIAS
797
Shine Investment Advisory Services
Colorado
$47K -$1.66K -6 -3%
ANBT
798
American National Bank & Trust
Texas
$45K – – –
BAM
799
Barrett Asset Management
New York
$44K +$44K +160 New
SCM
800
Silvant Capital Management
Georgia
$43K – – –
30 31
32
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