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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 %
HIMCH
326
Hartford Investment Management Co (HIMCO)
Connecticut
$3.65M -$93.1K -383 -2%
CAM
327
Congress Asset Management
Massachusetts
$3.65M – – –
OQS
328
Occudo Quantitative Strategies
Florida
$3.64M +$1.69M +6,965 +87%
TRSOTSOK
329
Teachers Retirement System of the State of Kentucky
Kentucky
$3.61M +$3.61M +14,861 New
PM
330
Penbrook Management
New York
$3.59M – – –
VNB
331
Virginia National Bank
Virginia
$3.51M -$729K -3,000 -17%
FNBOO
332
First National Bank of Omaha
Nebraska
$3.5M -$149K -614 -4%
ACM
333
Aquatic Capital Management
Illinois
$3.45M +$3.45M +14,200 New
ECM
334
ExodusPoint Capital Management
New York
$3.25M +$3.25M +13,381 New
CA
335
Claar Advisors
New York
$3.24M – – –
SAM
336
Securian Asset Management
Minnesota
$3.22M -$48.6K -200 -1%
Baird Financial Group
337
Baird Financial Group
Wisconsin
$3.21M +$1.45M +5,976 +83%
SMDAM
338
Sumitomo Mitsui DS Asset Management
Japan
$3.15M +$211K +866 +7%
LC
339
Lincoln Capital
Nebraska
$3.12M +$247K +1,016 +9%
OSAM
340
O'Shaughnessy Asset Management
Connecticut
$3.1M +$852K +3,506 +38%
EMPI
341
Elo Mutual Pension Insurance
Finland
$3.04M -$158K -651 -5%
Simplex Trading
342
Simplex Trading
Illinois
$3.04M +$1.23M +5,065 +68%
KRS
343
Kentucky Retirement Systems
Kentucky
$3M +$107K +440 +4%
VDBMI
344
Van Den Berg Management I
Texas
$2.96M -$105K -431 -3%
EI
345
Ethic Inc
New York
$2.91M +$269K +1,108 +10%
JPMPWA
346
J.P. Morgan Private Wealth Advisors
California
$2.88M -$23.1K -95 -0.8%
OIS
347
Okabena Investment Services
Minnesota
$2.88M +$1.85M +7,621 +181%
PFO
348
Pathstone Family Office
New Jersey
$2.82M +$1.66M +6,820 +143%
RJFSA
349
Raymond James Financial Services Advisors
Florida
$2.8M +$240K +985 +9%
SG Americas Securities
350
SG Americas Securities
New York
$2.8M +$746K +3,069 +36%
12 13
14
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