MCO icon

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 %
MPWT
826
MassMutual Private Wealth & Trust
Connecticut
$14K – – –
CIM
827
Contravisory Investment Management
Massachusetts
$13K – – –
ADL
828
Asset Dedication LLC
California
$13K – – –
AWM
829
Apollon Wealth Management
South Carolina
$13K +$13K +46 New
EWA
830
Evolution Wealth Advisors
Florida
$13K +$13K +47 New
CFGS
831
Concourse Financial Group Securities
Alabama
$12K -$1.33K -5 -10%
OC
832
Oakworth Capital
Alabama
$12K – – –
GRP
833
Global Retirement Partners
California
$11K -$564 -2 -5%
PW
834
Price Wealth
Texas
$11K +$11K +40 New
SWA
835
Sutton Wealth Advisors
Florida
$10.7K +$824 +3 +8%
FANJ
836
Financial Architects (New Jersey)
New Jersey
$10K -$4.29K -15 -30%
H
837
Hexavest
Quebec, Canada
$10K – – –
EWP
838
Engrave Wealth Partners
Texas
$9K +$5.14K +20 +133%
FMP
839
Financial Management Professionals
Texas
$9K +$9K +31 New
TFGT
840
TS Financial Group (TSFG)
Illinois
$8K -$800 -3 -9%
HI
841
Hudock Inc
Pennsylvania
$8K – – –
CB
842
CNB Bank
Pennsylvania
$8K +$8K +30 New
LB
843
Legacy Bridge
Iowa
$7K – – –
SGAM
844
Smith Group Asset Management
Texas
$7K – – –
VCM
845
Versant Capital Management
Arizona
$6K +$2.16K +9 +56%
TFO
846
Tarbox Family Office
California
$5K -$1.11K -4 -18%
BWA
847
BDO Wealth Advisors
Florida
$5K – – –
IRC
848
Investors Research Corp
Georgia
$5K – – –
PMFA
849
Plante Moran Financial Advisors
Michigan
$5K +$5K +17 New
1IA
850
1834 Investment Advisors
Wisconsin
$5K +$5K +17 New
32 33
34
35 36