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Moody's
MCO

Overview Fund Activity

911 hedge funds and large institutions have $50.6B invested in Moody's in 2021 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 312 increasing their positions, 319 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
-14
Holders Change %
-1.51%
% of All Funds
16.04%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.6%
New
84
Increased
312
Reduced
319
Closed
92
Calls
$90.8M
Puts
$107M
Net Calls
-$16.7M
Net Calls Change
-$20.7M

Top Buyers

1
VAM
Veritas Asset Management
United Kingdom
+$719M
2
Flossbach Von Storch
Flossbach Von Storch
Germany
+$211M
3
VFCM
Valley Forge Capital Management
Florida
+$168M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$103M
5
State Street
State Street
Massachusetts
+$90.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$437M
2
BlackRock
BlackRock
New York
-$214M
3
GAM
GuardCap Asset Management
United Kingdom
-$111M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$103M
5
Capital International Investors
Capital International Investors
California
-$96.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ARI
326
Applied Research Investments
Delaware
$3.64M +$174K +582 +5%
BMSSC
327
B. Metzler seel. Sohn & Co
Germany
$3.63M +$1.67M +5,587 +85%
TRSOTSOK
328
Teachers Retirement System of the State of Kentucky
Kentucky
$3.6M -$373K -1,250 -9%
Select Equity Group
329
Select Equity Group
New York
$3.47M +$2.26M +7,559 +186%
DWA
330
Douglass Winthrop Advisors
New York
$3.47M +$1.39M +4,651 +67%
Daiwa Securities Group
331
Daiwa Securities Group
Japan
$3.41M +$159K +533 +5%
HighTower Advisors
332
HighTower Advisors
Illinois
$3.41M +$149K +498 +5%
Creative Planning
333
Creative Planning
Kansas
$3.38M +$159K +531 +5%
BPGAM
334
BTG Pactual Global Asset Management
Bermuda
$3.3M +$1.56M +5,221 +89%
SMDAM
335
Sumitomo Mitsui DS Asset Management
Japan
$3.23M -$5.67K -19 -0.2%
IG
336
ING Group
Netherlands
$3.18M -$17.6K -59 -0.6%
CGH
337
Crossmark Global Holdings
Texas
$3.16M -$89.6K -300 -3%
PFP
338
Pinnacle Financial Partners
Tennessee
$3.14M +$1.76K +6 +0.1%
HWAM
339
Hennion & Walsh Asset Management
New Jersey
$3.09M +$3.09M +10,361 New
NMERB
340
New Mexico Educational Retirement Board
New Mexico
$3.04M – – –
WCA
341
Whetstone Capital Advisors
Kansas
$3.04M -$26.6K -89 -0.9%
AC
342
Addenda Capital
Quebec, Canada
$3M – – –
LSERS
343
Louisiana State Employees Retirement System
Louisiana
$2.99M – – –
AB
344
Amalgamated Bank
New York
$2.98M -$144K -481 -5%
SC
345
Sepio Capital
Utah
$2.97M +$1.63M +5,471 +122%
BF
346
BOK Financial
Oklahoma
$2.97M +$809K +2,710 +37%
KRS
347
Kentucky Retirement Systems
Kentucky
$2.93M -$14.6K -49 -0.5%
KCM
348
Kornitzer Capital Management
Kansas
$2.9M -$25.5M -85,426 -90%
COI
349
Connable Office Inc
Michigan
$2.87M +$2.87M +9,615 New
GP
350
Greenline Partners
New York
$2.87M +$32.5K +109 +1%
12 13
14
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