MCO icon

Moody's
MCO

Overview Fund Activity

878 hedge funds and large institutions have $49.1B invested in Moody's in 2020 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 310 increasing their positions, 312 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
878
Holders Change
+12
Holders Change %
+1.39%
% of All Funds
17.76%
Holding in Top 10
36
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.26%
% of All Funds
0.73%
New
72
Increased
310
Reduced
312
Closed
54
Calls
$102M
Puts
$146M
Net Calls
-$44M
Net Calls Change
+$7.88M

Top Buyers

1
BlackRock
BlackRock
New York
+$234M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$104M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$93.4M
4
Citadel Advisors
Citadel Advisors
Florida
+$74.9M
5
Franklin Resources
Franklin Resources
California
+$52.5M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
-$196M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$121M
3
DZ Bank
DZ Bank
Germany
-$107M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$86.6M
5
MWA
Marshall Wace Asia
Hong Kong
-$73.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
776
Fred Alger Management
New York
$88K -$2.6K -9 -3%
SIC
777
Salem Investment Counselors
North Carolina
$88K – – –
SC
778
SouthState Corp
Florida
$88K +$88K +305 New
USGIU
779
U.S. Global Investors (USGI)
Texas
$87K – – –
YAL
780
Your Advocates Ltd
Texas
$87K – – –
CWC
781
Carolinas Wealth Consulting
North Carolina
$87K +$84.1K +290 +2,900%
BCA
782
Berman Capital Advisors
Georgia
$86K -$579 -2 -0.7%
LC
783
Lindbrook Capital
California
$85K -$27.5K -95 -24%
CMBA
784
C.M. Bidwell & Associates
Hawaii
$85K -$10.4K -36 -11%
GWM
785
Geneos Wealth Management
Colorado
$84K – – –
TWA
786
TCI Wealth Advisors
Arizona
$82K – – –
NIM
787
NuWave Investment Management
New Jersey
$81K +$65.7K +228 +430%
PCM
788
Penserra Capital Management
California
$78K -$680K -2,370 -90%
RMC
789
Resources Management Corp
Connecticut
$77K – – –
NFG
790
Next Financial Group
Texas
$77K +$77K +266 New
SCA
791
Stuart Chaussee & Associates
California
$77K +$77K +266 New
HCP
792
Hexagon Capital Partners
Arkansas
$74K +$74K +279 New
CFFP
793
Center for Financial Planning
Michigan
$72K -$10.1K -35 -12%
NSIM
794
North Star Investment Management
Illinois
$70K – – –
TFM
795
TFC Financial Management
Massachusetts
$70K +$70K +243 New
RA
796
Rational Advisors
New York
$68K +$52.7K +183 +345%
SQA
797
Simon Quick Advisors
New Jersey
$67K – – –
CFGS
798
Concourse Financial Group Securities
Alabama
$66K +$52.9K +182 +404%
MA
799
MCF Advisors
Kentucky
$60K +$291 +1 +0.5%
HIA
800
Harbor Investment Advisory
Maryland
$59K – – –
30 31
32
33 34