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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 %
ST
801
Sageworth Trust
Pennsylvania
$59K – – –
BFEC
802
Benjamin F. Edwards & Company
Missouri
$58K – – –
MRCM
803
M&R Capital Management
New Jersey
$57K – – –
PFBT
804
Parkside Financial Bank & Trust
Missouri
$56K -$1.45K -5 -3%
SIAS
805
Shine Investment Advisory Services
Colorado
$49K – – –
RIM
806
Rockbridge Investment Management
New York
$49K +$49K +170 New
ANBT
807
American National Bank & Trust
Texas
$48K – – –
CI
808
CX Institutional
Indiana
$47K +$11.8K +41 +34%
BAM
809
Barrett Asset Management
New York
$46K – – –
SCM
810
Silvant Capital Management
Georgia
$46K – – –
NSB
811
Norway Savings Bank
Maine
$43K +$43K +150 New
FHA
812
First Horizon Advisors
Tennessee
$40K +$15K +52 +60%
MIFH
813
Migdal Insurance & Financial Holdings
Israel
$38K -$10.9M -37,530 -100%
MAM
814
Magellan Asset Management
Australia
$38K +$38K +131 New
M
815
Mirova
France
$37K +$3.5K +12 +10%
H
816
Hexavest
Quebec, Canada
$37K +$26.3K +91 +246%
GAM
817
Gemmer Asset Management
California
$35K – – –
FCH
818
Freestone Capital Holdings
Washington
$32.2K +$32.2K +111 New
RIM
819
Rampart Investment Management
Connecticut
$30K -$842K -2,891 -97%
GWS
820
Glassman Wealth Services
Virginia
$29K +$8.12K +28 +39%
AWA
821
Arkadios Wealth Advisors
Georgia
$28.3K +$2.31K +8 +9%
JCM
822
Jacobi Capital Management
Pennsylvania
$28K – – –
SLF
823
Sun Life Financial
Ontario, Canada
$28K – – –
KPCM
824
Kings Point Capital Management
New York
$26K – – –
FMII
825
Farmers & Merchants Investments Inc
Nebraska
$25K – – –
31 32
33
34 35