MCO icon

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 %
RJFSA
376
Raymond James Financial Services Advisors
Florida
$2.35M +$71.7K +240 +3%
IMRF
377
Illinois Municipal Retirement Fund
Illinois
$2.34M – – –
RFC
378
Regions Financial Corp
Alabama
$2.31M -$345K -1,155 -13%
MML Investors Services
379
MML Investors Services
Massachusetts
$2.31M +$92.3K +309 +4%
THWM
380
Taylor Hoffman Wealth Management
Virginia
$2.26M +$1.63M +5,444 +255%
LC
381
Lincoln Capital
Nebraska
$2.25M -$13.7K -46 -0.6%
VWA
382
V Wealth Advisors
Kansas
$2.25M -$20K -67 -0.9%
QIM
383
Quantitative Investment Management
Virginia
$2.25M +$2.25M +7,535 New
CTC
384
Central Trust Company
Missouri
$2.23M +$281K +941 +14%
CCP
385
Corient Capital Partners
California
$2.22M +$69.3K +232 +3%
OAM
386
Oppenheimer Asset Management
New York
$2.21M -$23.3K -78 -1%
NMIMC
387
Northwestern Mutual Investment Management Company
Wisconsin
$2.18M -$469K -1,569 -18%
BIM
388
Bridges Investment Management
Nebraska
$2.1M +$1.32M +4,438 +171%
HCM
389
Howland Capital Management
Massachusetts
$2.09M – – –
FCM
390
Fortis Capital Management
Washington
$2.09M – – –
RBA
391
Richard Bernstein Advisors
New York
$2.09M -$1.15M -3,859 -36%
Wealthfront Advisers
392
Wealthfront Advisers
California
$2.05M +$64.8K +217 +3%
JPMPWA
393
J.P. Morgan Private Wealth Advisors
California
$2.04M -$2.76M -9,239 -57%
AC
394
Allstate Corporation
Illinois
$2.04M +$279K +934 +16%
TCOT
395
Trust Company of Toledo
Ohio
$2.02M – – –
BAMCO Inc
396
BAMCO Inc
New York
$2M +$297K +995 +17%
FA
397
FDx Advisors
Illinois
$1.99M +$125K +418 +7%
CI
398
CX Institutional
Indiana
$1.97M +$1.9M +6,347 +2,623%
WSC
399
White Square Capital
United Kingdom
$1.95M +$1.95M +6,542 New
VIA
400
Vident Investment Advisory
Georgia
$1.9M +$1.26M +4,205 +194%
14 15
16
17 18