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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 %
CWA
376
CM Wealth Advisors
Ohio
$2.51M +$2.51M +8,241 New
FT
377
Fiduciary Trust
Massachusetts
$2.5M -$7.96K -26 -0.3%
BTW
378
Boston Trust Walden
Massachusetts
$2.45M -$2.9M -9,475 -54%
HA
379
Harbor Advisors
Florida
$2.45M – – –
O
380
Ossiam
France
$2.44M -$22.4M -73,281 -90%
VDBMI
381
Van Den Berg Management I
Texas
$2.42M -$34K -111 -1%
CIA
382
Citadel Investment Advisory
Ohio
$2.41M – – –
RCAG
383
Rehmann Capital Advisory Group
Michigan
$2.38M -$7.65K -25 -0.3%
EOJOAM
384
E. Ohman J:or Asset Management
Sweden
$2.36M +$184K +600 +8%
DWM
385
Darwin Wealth Management
Florida
$2.35M +$36.7K +121 +2%
YAM
386
Yacktman Asset Management
Texas
$2.35M +$428K +1,400 +22%
Kovitz Investment Group Partners
387
Kovitz Investment Group Partners
Illinois
$2.3M -$2.48M -8,091 -52%
KC
388
Kingfisher Capital
North Carolina
$2.29M +$5.2K +17 +0.2%
GKFF
389
George Kaiser Family Foundation
Oklahoma
$2.29M – – –
IC
390
IEQ Capital
California
$2.28M +$279K +911 +14%
CC
391
Criteria Caixa
Spain
$2.27M -$1.38M -4,497 -38%
HCMT
392
Highland Capital Management (Tennessee)
Tennessee
$2.27M +$1.81M +5,904 +394%
VWA
393
V Wealth Advisors
Kansas
$2.26M -$169K -552 -7%
API
394
Advisor Partners II
California
$2.26M +$190K +620 +9%
NMERB
395
New Mexico Educational Retirement Board
New Mexico
$2.23M -$61.2K -200 -3%
SC
396
Slow Capital
California
$2.21M +$222K +727 +11%
TC
397
Telemus Capital
Michigan
$2.2M +$503K +1,644 +30%
Thrivent Financial for Lutherans
398
Thrivent Financial for Lutherans
Minnesota
$2.16M -$29.7M -97,040 -93%
MLICM
399
Metropolitan Life Insurance Company (MetLife)
New York
$2.16M -$579K -1,892 -21%
KeyBank National Association
400
KeyBank National Association
Ohio
$2.12M -$235K -769 -10%
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