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Moody's
MCO

Overview Fund Activity

927 hedge funds and large institutions have $40.7B invested in Moody's in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 328 increasing their positions, 348 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
927
Holders Change
-16
Holders Change %
-1.7%
% of All Funds
16.03%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.55%
New
80
Increased
328
Reduced
348
Closed
84
Calls
$83.9M
Puts
$74.8M
Net Calls
+$9.05M
Net Calls Change
-$7.81M

Top Buyers

1
WPL
1
WINDACRE PARTNERSHIP LLC
Texas
$301M
2
VAM
2
Veritas Asset Management
United Kingdom
$318M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$725M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$765M
5
Mitsubishi UFJ Asset Management
5
Mitsubishi UFJ Asset Management
Japan
$76.9M

Top Sellers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$1.23B
2
Capital International Investors
2
Capital International Investors
California
$376M
3
BlackRock
3
BlackRock
New York
$3.05B
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$114M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$37.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
URS
251
Utah Retirement Systems
Utah
$6.97M +$36.7K +151 +0.5%
BMSSC
252
B. Metzler seel. Sohn & Co
Germany
$6.83M -$931K -3,828 -12%
II
253
IFM Investors
Australia
$6.83M – – –
GIBU
254
Gulf International Bank (UK)
United Kingdom
$6.77M -$30.9K -127 -0.5%
GC
255
Guggenheim Capital
Illinois
$6.76M +$358K +1,472 +6%
CI
256
Capital International
California
$6.68M +$448K +1,841 +7%
PWM
257
Perigon Wealth Management
California
$6.63M -$254K -1,044 -4%
AZ
258
Aquamarine Zurich
Switzerland
$6.56M +$6.56M +27,000 New
MGWM
259
Marks Group Wealth Management
Minnesota
$6.51M +$1.33M +5,483 +26%
AA
260
ALPS Advisors
Colorado
$6.51M +$3.36M +13,804 +107%
Allianz Asset Management
261
Allianz Asset Management
Germany
$6.5M +$411K +1,691 +7%
KA
262
Kerrisdale Advisers
Florida
$6.48M +$4.62M +19,002 +249%
Stifel Financial
263
Stifel Financial
Missouri
$6.46M -$908K -3,734 -12%
KWILP
264
Kiwi Wealth Investments Limited Partnership
New Zealand
$6.44M – – –
CWM
265
CIBC World Markets
New York
$6.34M -$2.45M -10,084 -28%
M&T Bank
266
M&T Bank
New York
$6.32M +$641K +2,635 +11%
BCP
267
Bluegrass Capital Partners
Florida
$6.32M – – –
BCM
268
Brasada Capital Management
Texas
$6.29M -$21.9K -90 -0.3%
LOAME
269
Lombard Odier Asset Management (Europe)
United Kingdom
$6.01M -$130K -533 -2%
Capstone Investment Advisors
270
Capstone Investment Advisors
New York
$6.01M +$3.14M +12,899 +109%
DSAM
271
Dock Street Asset Management
Florida
$5.97M -$568K -2,337 -9%
JG
272
Jefferies Group
New York
$5.88M +$5.88M +24,196 New
Teacher Retirement System of Texas
273
Teacher Retirement System of Texas
Texas
$5.79M -$1.26M -5,176 -18%
QT
274
Quantbot Technologies
New York
$5.76M +$5.37M +22,074 +1,366%
COPPSERS
275
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.61M -$70K -288 -1%
9 10
11
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