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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 %
CCG
401
Cloverfields Capital Group
Minnesota
$2.35M +$334K +921 +17%
FCM
402
Fairbanks Capital Management
California
$2.31M +$67K +185 +3%
FFG
403
Fortem Financial Group
California
$2.3M +$288K +794 +14%
CI
404
CX Institutional
Indiana
$2.29M -$95.7K -264 -4%
V
405
Veritable
Delaware
$2.21M +$566K +1,561 +34%
NO
406
Ninety One
South Africa
$2.17M – – –
EI
407
Ethic Inc
New York
$2.17M +$754K +2,080 +53%
LCH
408
Lee Capital Holdings
New York
$2.17M +$134K +370 +7%
HI
409
Horizon Investments
North Carolina
$2.16M +$1.51M +4,155 +231%
CB
410
Commerce Bank
Missouri
$2.15M -$8.34K -23 -0.4%
RCM
411
Regency Capital Management
Hawaii
$2.14M +$564K +1,555 +36%
ACM
412
Ativo Capital Management
Illinois
$2.12M -$23.6K -65 -1%
SC
413
Saturna Capital
Washington
$2.06M – – –
SSWM
414
Smith Salley Wealth Management
North Carolina
$2.01M +$102K +281 +5%
AI
415
Atria Investments
North Carolina
$1.98M -$92.4K -255 -4%
BO
416
BRR OpCo
Ohio
$1.98M +$10.5K +29 +0.5%
WIA
417
Westbourne Investment Advisors
Maryland
$1.97M – – –
Impax Asset Management Group
418
Impax Asset Management Group
United Kingdom
$1.96M -$1.09K -3 -0.1%
PAG
419
Private Advisor Group
New Jersey
$1.96M +$168K +463 +9%
AP
420
Advisor Partners
California
$1.96M +$33.7K +93 +2%
TCA
421
Transcend Capital Advisors
New Jersey
$1.96M +$1.96M +5,395 New
VPIM
422
Vanguard Personalized Indexing Management
California
$1.89M +$966K +2,665 +104%
Twin Tree Management
423
Twin Tree Management
Texas
$1.89M +$1.57M +4,345 +501%
Squarepoint
424
Squarepoint
New York
$1.88M -$3.14M -8,661 -63%
HNB
425
Huntington National Bank
Ohio
$1.88M -$1.81K -5 -0.1%
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