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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 %
PFWA
851
Paces Ferry Wealth Advisors
Georgia
$8K +$8K +26 New
LB
852
Legacy Bridge
Iowa
$7K – – –
VCM
853
Versant Capital Management
Arizona
$7K – – –
LFG
854
Larson Financial Group
Missouri
$6K +$3.27K +12 +120%
CYG
855
Clean Yield Group
Vermont
$6K +$6K +20 New
CA
856
Crewe Advisors
Utah
$6K +$6K +21 New
Millennium Management
857
Millennium Management
New York
$5.43K -$373 -1,288 -6%
TFGT
858
TS Financial Group (TSFG)
Illinois
$5K -$3.33K -12 -40%
TFO
859
Tarbox Family Office
California
$5K – – –
IRC
860
Investors Research Corp
Georgia
$5K – – –
NIC
861
Northwest Investment Counselors
Oregon
$5K +$5K +16 New
TJHA
862
Thomas J. Herzfeld Advisors
Florida
$4K – – –
PWMG
863
Prestige Wealth Management Group
New Jersey
$4K – – –
BWA
864
BDO Wealth Advisors
Florida
$3K -$3.67K -11 -55%
M
865
MOTCO
Texas
$3K – – –
PO
866
Private Ocean
California
$3K +$3K +9 New
PFS
867
Prospera Financial Services
Texas
$3K +$3K +10 New
APC
868
Aspire Private Capital
North Carolina
$2K – – –
CCA
869
Column Capital Advisors
Indiana
$2K – – –
ONST
870
Old North State Trust
North Carolina
$2K +$2K +6 New
BWA
871
Burt Wealth Advisors
Maryland
$1K – – –
SL
872
Savior LLC
Massachusetts
$1K – – –
BAM
873
Bellevue Asset Management
Washington
$1K – – –
GI
874
Gradient Investments
Minnesota
$1K – – –
AWM
875
Avior Wealth Management
Nebraska
$1K – – –
33 34
35
36 37