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Moody's
MCO

Overview Fund Activity

957 hedge funds and large institutions have $52B invested in Moody's in 2023 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 337 increasing their positions, 339 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
957
Holders Change
–
Holders Change %
0%
% of All Funds
15.32%
Holding in Top 10
41
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.89%
% of All Funds
0.66%
New
88
Increased
337
Reduced
339
Closed
69
Calls
$221M
Puts
$118M
Net Calls
+$104M
Net Calls Change
+$156M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$363M
2
TCI Fund Management
TCI Fund Management
United Kingdom
+$354M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$293M
4
PAM
PineStone Asset Management
Quebec, Canada
+$267M
5
SP
Sarasin & Partners
United Kingdom
+$182M

Top Sellers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
-$391M
2
Capital International Investors
Capital International Investors
California
-$352M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$339M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$263M
5
First Trust Advisors
First Trust Advisors
Illinois
-$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCG
351
Cloverfields Capital Group
Minnesota
$3.28M +$523K +1,709 +19%
CIP
352
Capital Insight Partners
Arizona
$3.28M -$69.2K -226 -2%
BPCA
353
Bank Pictet & Cie (Asia)
Singapore
$3.2M -$172K -561 -5%
AC
354
Addenda Capital
Quebec, Canada
$3.17M -$73.8K -241 -2%
OAM
355
Ostrum Asset Management
France
$3.16M +$3.16M +10,311 New
LSERS
356
Louisiana State Employees Retirement System
Louisiana
$3.12M – – –
CAPTRUST Financial Advisors
357
CAPTRUST Financial Advisors
North Carolina
$3.1M -$175K -571 -5%
CPIG
358
Chicago Partners Investment Group
Illinois
$3.09M +$305K +1,007 +11%
BP
359
Ballentine Partners
Massachusetts
$3.09M +$72.2K +236 +2%
LGF
360
LGT Group Foundation
Liechtenstein
$3.07M +$168K +548 +6%
CAM
361
Congress Asset Management
Massachusetts
$3.06M – – –
OCM
362
Olstein Capital Management
New York
$3.06M -$1.68M -5,500 -35%
Allspring Global Investments
363
Allspring Global Investments
North Carolina
$3.03M -$113K -368 -4%
GF
364
Gabelli Funds
New York
$3.01M – – –
VPIM
365
Vanguard Personalized Indexing Management
California
$2.88M +$266K +868 +10%
Ensign Peak Advisors
366
Ensign Peak Advisors
Utah
$2.76M +$553K +1,806 +25%
THWM
367
Taylor Hoffman Wealth Management
Virginia
$2.71M +$52.3K +171 +2%
OAM
368
Oppenheimer Asset Management
New York
$2.69M +$416K +1,361 +18%
NIC
369
Northwest Investment Counselors
Oregon
$2.69M +$410K +1,340 +18%
LOPW
370
Live Oak Private Wealth
North Carolina
$2.69M +$141K +460 +6%
LFAS
371
Level Four Advisory Services
Texas
$2.68M +$293K +957 +12%
KCM
372
Kornitzer Capital Management
Kansas
$2.66M – – –
COI
373
Connable Office Inc
Michigan
$2.61M +$918 +3 +0%
BAMCO Inc
374
BAMCO Inc
New York
$2.58M +$326K +1,066 +14%
NB
375
Norinchukin Bank
Japan
$2.53M +$74.1K +242 +3%
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