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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 %
KPW
801
Kore Private Wealth
New York
$42K +$818 +3 +2%
CI
802
CX Institutional
Indiana
$34K +$20.1K +72 +144%
GAM
803
Gemmer Asset Management
California
$33K – – –
M
804
Mirova
France
$32K – – –
PGAM
805
Princeton Global Asset Management
New Jersey
$29K – – –
AWA
806
Arkadios Wealth Advisors
Georgia
$26.2K +$26.2K +90 New
JCM
807
Jacobi Capital Management
Pennsylvania
$26K – – –
SLF
808
Sun Life Financial
Ontario, Canada
$26K +$271 +1 +1%
KPCM
809
Kings Point Capital Management
New York
$25K – – –
CAC
810
Certified Advisory Corp
Florida
$25K – – –
FHA
811
First Horizon Advisors
Tennessee
$24K -$47.7K -173 -67%
SWM
812
Sugarloaf Wealth Management
Georgia
$24K – – –
FMII
813
Farmers & Merchants Investments Inc
Nebraska
$23K +$812 +3 +4%
PCG
814
Private Capital Group
Connecticut
$21K -$4.48K -16 -18%
EW
815
Evoke Wealth
California
$21K -$2.15K -8 -9%
EARNEST Partners
816
EARNEST Partners
Georgia
$21K – – –
GWS
817
Glassman Wealth Services
Virginia
$20K +$8.89K +32 +80%
Loomis, Sayles & Company
818
Loomis, Sayles & Company
Massachusetts
$19K -$838 -3 -4%
CAGAS
819
Capital Advisory Group Advisory Services
Minnesota
$18K – – –
EFSCE
820
Enterprise Financial Services Corp (EFSC)
Missouri
$17K -$1.67K -6 -9%
WAS
821
Wesleyan Assurance Society
United Kingdom
$16K – – –
RA
822
Rational Advisors
New York
$15K -$177K -626 -92%
NIM
823
NuWave Investment Management
New Jersey
$15K +$15K +53 New
AIL
824
AGF Investments LLC
Ontario, Canada
$15K +$15K +54 New
APWM
825
Atlas Private Wealth Management
New York
$14K – – –
31 32
33
34 35