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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 %
Lord, Abbett & Co
351
Lord, Abbett & Co
New Jersey
$2.79M -$2.67M -10,989 -49%
NO
352
Ninety One
South Africa
$2.78M – – –
Two Sigma Investments
353
Two Sigma Investments
New York
$2.75M +$2.75M +11,325 New
CC
354
Criteria Caixa
Spain
$2.7M – – –
Daiwa Securities Group
355
Daiwa Securities Group
Japan
$2.7M +$102K +419 +4%
EGM
356
Engineers Gate Manager
New York
$2.69M +$2.47M +10,156 +1,141%
AC
357
Addenda Capital
Quebec, Canada
$2.63M -$383K -1,576 -13%
SC
358
Sepio Capital
Utah
$2.63M +$8.75K +36 +0.3%
PFP
359
Pinnacle Financial Partners
Tennessee
$2.61M -$135K -554 -5%
CIP
360
Capital Insight Partners
Arizona
$2.6M -$280K -1,150 -10%
SC
361
Scotia Capital
Ontario, Canada
$2.59M +$75.9K +312 +3%
CCG
362
Cloverfields Capital Group
Minnesota
$2.59M +$9.97K +41 +0.4%
LFAS
363
Level Four Advisory Services
Texas
$2.58M +$209K +859 +9%
BPCA
364
Bank Pictet & Cie (Asia)
Singapore
$2.57M -$116K -477 -4%
NB
365
Norinchukin Bank
Japan
$2.53M +$312K +1,283 +14%
FC
366
FORA Capital
Florida
$2.51M +$1.57M +6,441 +167%
DCM
367
Dupont Capital Management
Delaware
$2.48M -$68.8K -283 -3%
GP
368
Greenline Partners
New York
$2.47M +$73.7K +303 +3%
CPIG
369
Chicago Partners Investment Group
Illinois
$2.46M -$18.2K -69 -0.7%
LSERS
370
Louisiana State Employees Retirement System
Louisiana
$2.46M -$24.3K -100 -1%
CAPTRUST Financial Advisors
371
CAPTRUST Financial Advisors
North Carolina
$2.45M +$397K +1,631 +19%
DILIC
372
Dai-ichi Life Insurance Company
Japan
$2.44M +$608K +2,500 +33%
JGUA
373
John G. Ullman & Associates
New York
$2.42M -$745K -3,065 -24%
Creative Planning
374
Creative Planning
Kansas
$2.4M -$492K -2,024 -17%
CGH
375
Crossmark Global Holdings
Texas
$2.4M -$110K -454 -4%
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