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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 %
EOJOAM
376
E. Ohman J:or Asset Management
Sweden
$2.75M +$471K +1,300 +21%
HIIFS
377
Harel Insurance Investments & Financial Services
Israel
$2.75M +$1.99M +1,687 +264%
LC
378
Lincoln Capital
Nebraska
$2.73M -$2.17K -6 -0.1%
CPIG
379
Chicago Partners Investment Group
Illinois
$2.72M -$256K -675 -9%
GKFF
380
George Kaiser Family Foundation
Oklahoma
$2.71M -$159K -440 -6%
PCIG
381
Partners Capital Investment Group
Massachusetts
$2.69M -$236K -650 -8%
RFC
382
Regions Financial Corp
Alabama
$2.69M -$118K -327 -4%
PG
383
Pendal Group
Australia
$2.68M +$2.68M +7,394 New
OAM
384
Oppenheimer Asset Management
New York
$2.68M -$1.45K -4 -0.1%
CCP
385
Corient Capital Partners
California
$2.67M -$25.4K -70 -0.9%
NMIMC
386
Northwestern Mutual Investment Management Company
Wisconsin
$2.65M +$6.16K +17 +0.2%
BAMCO Inc
387
BAMCO Inc
New York
$2.63M +$206K +569 +9%
MME
388
Meag Munich Ergo
Germany
$2.62M -$3.5M -9,648 -57%
BCV
389
Banque Cantonale Vaudoise
Switzerland
$2.57M +$652K +1,800 +34%
BIM
390
Bridges Investment Management
Nebraska
$2.55M – – –
FA
391
FDx Advisors
Illinois
$2.54M +$133K +368 +6%
HCM
392
Howland Capital Management
Massachusetts
$2.54M – – –
LPARFS
393
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$2.54M – – –
RBA
394
Richard Bernstein Advisors
New York
$2.53M – – –
Boston Partners
395
Boston Partners
Massachusetts
$2.49M -$4.97M -13,708 -67%
O
396
Ossiam
France
$2.48M +$2.33M +6,205 +1,595%
MFM
397
MD Financial Management
Ontario, Canada
$2.48M +$2.48M +6,834 New
TCOT
398
Trust Company of Toledo
Ohio
$2.45M – – –
LFAS
399
Level Four Advisory Services
Texas
$2.4M +$328K +906 +16%
AC
400
Allstate Corporation
Illinois
$2.37M -$99.6K -275 -4%
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