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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 %
PWMG
851
Prestige Wealth Management Group
New Jersey
$4K -$1.25K -5 -24%
TJHA
852
Thomas J. Herzfeld Advisors
Florida
$4K +$4K +15 New
M
853
MOTCO
Texas
$3K – – –
LFG
854
Larson Financial Group
Missouri
$3K – – –
CWC
855
Carolinas Wealth Consulting
North Carolina
$3K +$3K +10 New
APC
856
Aspire Private Capital
North Carolina
$2K – – –
IWP
857
IAG Wealth Partners
Wisconsin
$2K – – –
UFF
858
USA Financial Formulas
Michigan
$1K -$2.39M -7,163 -100%
CCA
859
Column Capital Advisors
Indiana
$1K -$6.67K -40 -87%
BAM
860
Bellevue Asset Management
Washington
$1K -$250 -1 -20%
PA
861
Procyon Advisors
Connecticut
$1K – – –
GI
862
Gradient Investments
Minnesota
$1K – – –
AWM
863
Avior Wealth Management
Nebraska
$1K – – –
SL
864
Savior LLC
Massachusetts
$1K – – –
BWA
865
Burt Wealth Advisors
Maryland
$1K +$1K +5 New
Holocene Advisors
866
Holocene Advisors
New York
– -$30.8M -145,617 Closed
Jennison Associates
867
Jennison Associates
New York
– -$11.9M -56,482 Closed
CIBC Private Wealth Group
868
CIBC Private Wealth Group
Georgia
– -$11.3M -53,484 Closed
PIA
869
Piedmont Investment Advisors
North Carolina
– -$7.16M -33,833 Closed
BDS
870
Banco de Sabadell
Florida
– -$4.07M -18,516 Closed
CCM
871
Crestwood Capital Management
New York
– -$2.02M -9,540 Closed
SC
872
Salzman & Co
New York
– -$1.97M -9,325 Closed
SCI
873
Stableford Capital II
Arizona
– -$1.69M -7,967 Closed
HF
874
HRT Financial
New York
– -$1.68M -7,923 Closed
CHCM
875
Columbus Hill Capital Management
New Jersey
– -$1.66M -7,851 Closed
33 34
35
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