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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 %
SAM
901
Strategy Asset Managers
California
– -$764K -2,782 Closed
IECM
902
Intrinsic Edge Capital Management
Illinois
– -$687K -2,500 Closed
CRWM
903
Castle Rock Wealth Management
California
– -$471K -1,708 Closed
ALAM
904
Asahi Life Asset Management
Japan
– -$442K -1,610 Closed
RC
905
RegentAtlantic Capital
New Jersey
– -$383K -1,395 Closed
CC
906
Cipher Capital
New York
– -$330K -1,202 Closed
AWE
907
Avidian Wealth Enterprises
Texas
– -$306K -1,115 Closed
HS
908
Haafor (Singapore)
Singapore
– -$279K -1,014 Closed
SPC
909
Sigma Planning Corp
Michigan
– -$262K -954 Closed
SB
910
Simmons Bank
Arkansas
– -$238K -868 Closed
WG
911
Welch Group
Alabama
– -$236K -860 Closed
ARTA
912
A.R.T. Advisors
New York
– -$236K -860 Closed
PFA
913
Professional Financial Advisors
Nebraska
– -$235K -857 Closed
CCIA
914
Campbell & Co Investment Adviser
Maryland
– -$217K -791 Closed
PG
915
Pendal Group
Australia
– -$209K -759 Closed
MFG
916
Magnus Financial Group
New York
– -$207K -754 Closed
OPS
917
Orion Portfolio Solutions
Nebraska
– -$148K -537 Closed
PHK
918
Point72 Hong Kong
Hong Kong
– -$143K -521 Closed
PWP
919
Principle Wealth Partners
Connecticut
– -$110K -400 Closed
BL
920
Balentine LLC
Georgia
– -$107K -388 Closed
PA
921
Perennial Advisors
New York
– -$88K -320 Closed
NIT
922
NumerixS Investment Technologies
British Columbia, Canada
– -$82K -300 Closed
KPW
923
Kore Private Wealth
New York
– -$42K -154 Closed
PGAM
924
Princeton Global Asset Management
New Jersey
– -$29K -108 Closed
AWM
925
Apollon Wealth Management
South Carolina
– -$13K -46 Closed
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