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Moody's
MCO

Overview Fund Activity

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

Top Buyers

1
TCI Fund Management
TCI Fund Management
United Kingdom
+$167M
2
UBS AM
UBS AM
Illinois
+$143M
3
WPL
WINDACRE PARTNERSHIP LLC
Texas
+$112M
4
AP
Altarock Partners
Florida
+$92.1M
5
Select Equity Group
Select Equity Group
New York
+$73M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$205M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$198M
3
DZ Bank
DZ Bank
Germany
-$177M
4
Harris Associates
Harris Associates
Illinois
-$160M
5
Morgan Stanley
Morgan Stanley
New York
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
801
Savior LLC
Massachusetts
$1K -$750 -3 -43%
BAM
802
Bellevue Asset Management
Washington
$1K -$200 -1 -17%
PA
803
Procyon Advisors
Connecticut
$1K – – –
RFA
804
Reilly Financial Advisors
California
$1K – – –
GI
805
Gradient Investments
Minnesota
$1K – – –
AWM
806
Avior Wealth Management
Nebraska
$1K – – –
LWM
807
Liberty Wealth Management
California
$1K +$1K +7 New
MWA
808
Marshall Wace Asia
Hong Kong
– -$113M -474,279 Closed
Millennium Management
809
Millennium Management
New York
– -$54.8M -230,640 Closed
Wolverine Trading
810
Wolverine Trading
Illinois
– -$14.1M -59,448 Closed
VCM
811
Voleon Capital Management
California
– -$14M -59,000 Closed
VAM
812
Vontobel Asset Management
New York
– -$13M -51,707 Closed
PM
813
Pembroke Management
Quebec, Canada
– -$11.2M -46,970 Closed
TPM
814
Totem Point Management
New York
– -$10.1M -42,443 Closed
OAC
815
OMERS Administration Corp
Ontario, Canada
– -$10.1M -42,400 Closed
OAM
816
Oxford Asset Management
United Kingdom
– -$8.88M -37,408 Closed
PFS
817
Prospera Financial Services
Texas
– -$4.76M -20,029 Closed
CWM
818
Cordatus Wealth Management
Pennsylvania
– -$4.76M -20,029 Closed
Pacer Advisors
819
Pacer Advisors
Pennsylvania
– -$4.44M -18,692 Closed
TCM
820
Tuttle Capital Management
Connecticut
– -$3.46M -14,565 Closed
DA
821
Duality Advisers
Florida
– -$2.91M -12,269 Closed
FC
822
FORA Capital
Florida
– -$2.61M -10,983 Closed
KJHP
823
K.J. Harrison & Partners
Ontario, Canada
– -$2.09M -8,800 Closed
AIM
824
Achmea Investment Management
Netherlands
– -$2.08M -8,762 Closed
USGIU
825
U.S. Global Investors (USGI)
Texas
– -$1.86M -7,835 Closed
31 32
33
34 35