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Moody's
MCO

Overview Fund Activity

931 hedge funds and large institutions have $61.6B invested in Moody's in 2021 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 327 increasing their positions, 298 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
931
Holders Change
+20
Holders Change %
+2.2%
% of All Funds
16.25%
Holding in Top 10
38
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.76%
% of All Funds
0.66%
New
87
Increased
327
Reduced
298
Closed
63
Calls
$95.8M
Puts
$185M
Net Calls
-$89M
Net Calls Change
-$72.4M

Top Buyers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$227M
2
First Trust Advisors
First Trust Advisors
Illinois
+$189M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$109M
4
Goldman Sachs
Goldman Sachs
New York
+$94.7M
5
Capital International Investors
Capital International Investors
California
+$73.4M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$512M
2
Principal Financial Group
Principal Financial Group
Iowa
-$143M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$119M
4
Harris Associates
Harris Associates
Illinois
-$87.8M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$80.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
351
Central Trust Company
Missouri
$3.3M +$597K +1,649 +22%
THWM
352
Taylor Hoffman Wealth Management
Virginia
$3.29M +$545K +1,505 +20%
GF
353
Gabelli Funds
New York
$3.26M – – –
Daiwa Securities Group
354
Daiwa Securities Group
Japan
$3.25M -$887K -2,449 -21%
AF
355
Advisornet Financial
Minnesota
$3.25M +$35.5K +98 +1%
OSIA
356
O'Shares Investment Advisers
Massachusetts
$3.24M +$78.3K +216 +2%
MPPLM
357
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.23M +$1.89M +5,218 +141%
BPGAM
358
BTG Pactual Global Asset Management
Bermuda
$3.19M -$815K -2,250 -20%
ET
359
Equitable Trust
Tennessee
$3.14M -$253K -697 -7%
SGA
360
Strategic Global Advisors
California
$3.08M -$296K -818 -9%
PS
361
Pensionfund Sabic
Netherlands
$3.08M – – –
SCM
362
Seascape Capital Management
New Hampshire
$3.07M +$43.1K +119 +1%
RJFSA
363
Raymond James Financial Services Advisors
Florida
$3.02M +$174K +481 +6%
FT
364
Fiduciary Trust
Massachusetts
$2.96M -$28.6K -79 -1%
RCAG
365
Rehmann Capital Advisory Group
Michigan
$2.96M -$232K -641 -7%
CIA
366
Citadel Investment Advisory
Ohio
$2.95M – – –
MML Investors Services
367
MML Investors Services
Massachusetts
$2.91M +$101K +280 +4%
RG
368
Rathbones Group
United Kingdom
$2.91M -$52.5K -145 -2%
HA
369
Harbor Advisors
Florida
$2.9M – – –
HAI
370
Hennessy Advisors Inc
California
$2.9M – – –
Baird Financial Group
371
Baird Financial Group
Wisconsin
$2.84M +$595K +1,641 +26%
IMRF
372
Illinois Municipal Retirement Fund
Illinois
$2.84M – – –
AA
373
ALPS Advisors
Colorado
$2.8M -$195K -538 -7%
Wealthfront Advisers
374
Wealthfront Advisers
California
$2.77M +$288K +794 +12%
VWA
375
V Wealth Advisors
Kansas
$2.76M +$30K +83 +1%
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