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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 %
SWM
826
Sugarloaf Wealth Management
Georgia
$25K – – –
EW
827
Evoke Wealth
California
$23K – – –
EARNEST Partners
828
EARNEST Partners
Georgia
$23K – – –
PCG
829
Private Capital Group
Connecticut
$22K – – –
WPA
830
West Paces Advisors
Georgia
$21.7K -$89.9K -310 -81%
CFA
831
Carroll Financial Associates
North Carolina
$21K -$45.7K -159 -69%
CAGAS
832
Capital Advisory Group Advisory Services
Minnesota
$19K – – –
PMFA
833
Plante Moran Financial Advisors
Michigan
$19K +$14.2K +50 +294%
EFSCE
834
Enterprise Financial Services Corp (EFSC)
Missouri
$18K – – –
WAS
835
Wesleyan Assurance Society
United Kingdom
$17K – – –
AIL
836
AGF Investments LLC
Ontario, Canada
$15K -$882 -3 -6%
APWM
837
Atlas Private Wealth Management
New York
$15K – – –
EWA
838
Evolution Wealth Advisors
Florida
$14K – – –
ADL
839
Asset Dedication LLC
California
$14K – – –
VRM
840
Vectors Research Management
New York
$14K +$14K +50 New
OC
841
Oakworth Capital
Alabama
$13K – – –
PW
842
Price Wealth
Texas
$12K – – –
LAS
843
Lloyd Advisory Services
Georgia
$12K +$12K +43 New
SWA
844
Sutton Wealth Advisors
Florida
$11.3K – – –
GRP
845
Global Retirement Partners
California
$11K – – –
ETC
846
Exchange Traded Concepts
Oklahoma
$9K -$659K -2,195 -99%
FMP
847
Financial Management Professionals
Texas
$9K – – –
HI
848
Hudock Inc
Pennsylvania
$9K – – –
BDS
849
Banco de Sabadell
Florida
$9K +$9K +32 New
SGAM
850
Smith Group Asset Management
Texas
$8K +$593 +2 +8%
32 33
34
35 36