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Moody's
MCO

Overview Fund Activity

1,048 hedge funds and large institutions have $65.7B invested in Moody's in 2021 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 386 increasing their positions, 297 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,048
Holders Change
+85
Holders Change %
+8.83%
% of All Funds
16.19%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.65%
New
158
Increased
386
Reduced
297
Closed
59
Calls
$74.1M
Puts
$139M
Net Calls
-$64.6M
Net Calls Change
-$153M

Top Buyers

1
BlackRock
BlackRock
New York
+$252M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$241M
3
CAM
Close Asset Management
United Kingdom
+$148M
4
MAMU
Marathon Asset Management (UK)
United Kingdom
+$90.1M
5
State Street
State Street
Massachusetts
+$86.7M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$367M
2
WPL
WINDACRE PARTNERSHIP LLC
Texas
-$308M
3
Harris Associates
Harris Associates
Illinois
-$165M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$152M
5
AC
AKO Capital
United Kingdom
-$91.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCV
401
Banque Cantonale Vaudoise
Switzerland
$3.08M +$390K +1,000 +15%
LFAS
402
Level Four Advisory Services
Texas
$3.06M +$633K +1,621 +26%
OSIA
403
O'Shares Investment Advisers
Massachusetts
$3.05M +$223K +572 +8%
ECM
404
ExodusPoint Capital Management
New York
$3.03M -$2.08M -5,335 -41%
TWC
405
TD Waterhouse Canada
Ontario, Canada
$3.02M +$3.02M +7,569 New
VWA
406
V Wealth Advisors
Kansas
$3.01M +$23.4K +60 +0.8%
FA
407
FDx Advisors
Illinois
$3M +$75K +192 +3%
HWAM
408
Hennion & Walsh Asset Management
New Jersey
$2.96M -$38.7K -99 -1%
LC
409
Lincoln Capital
Nebraska
$2.94M -$8.59K -22 -0.3%
PS
410
Pensionfund Sabic
Netherlands
$2.93M – – –
GKFF
411
George Kaiser Family Foundation
Oklahoma
$2.92M – – –
OAM
412
Oppenheimer Asset Management
New York
$2.89M -$9.77K -25 -0.3%
QC
413
Quadrature Capital
United Kingdom
$2.89M +$2.89M +7,398 New
MFM
414
MD Financial Management
Ontario, Canada
$2.83M -$347K -888 -11%
CCP
415
Corient Capital Partners
California
$2.81M +$21.1K +54 +0.8%
RFC
416
Regions Financial Corp
Alabama
$2.81M – – –
CC
417
Centiva Capital
New York
$2.79M +$2.79M +7,135 New
CPIG
418
Chicago Partners Investment Group
Illinois
$2.77M +$350K +1,081 +14%
CIBC World Market
419
CIBC World Market
Ontario, Canada
$2.76M +$2.12M +5,428 +333%
BIM
420
Bridges Investment Management
Nebraska
$2.75M – – –
LPARFS
421
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$2.73M – – –
RBA
422
Richard Bernstein Advisors
New York
$2.73M – – –
SSWM
423
Smith Salley Wealth Management
North Carolina
$2.71M +$373K +955 +16%
ET
424
Equitable Trust
Tennessee
$2.68M -$310K -794 -10%
TCOT
425
Trust Company of Toledo
Ohio
$2.64M – – –
15 16
17
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