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Moody's
MCO

Overview Fund Activity

1,013 hedge funds and large institutions have $57B invested in Moody's in 2022 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 382 increasing their positions, 347 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,013
Holders Change
-35
Holders Change %
-3.34%
% of All Funds
16.03%
Holding in Top 10
34
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-19.05%
% of All Funds
0.54%
New
80
Increased
382
Reduced
347
Closed
107
Calls
$77.8M
Puts
$121M
Net Calls
-$43.5M
Net Calls Change
+$21.1M

Top Buyers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
+$293M
2
TCI Fund Management
TCI Fund Management
United Kingdom
+$244M
3
BlackRock
BlackRock
New York
+$187M
4
Principal Financial Group
Principal Financial Group
Iowa
+$185M
5
JIM
Jensen Investment Management
Oregon
+$173M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$810M
2
UBS AM
UBS AM
Illinois
-$192M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$179M
4
CP
Castleview Partners
Texas
-$123M
5
RCM
Rings Capital Management
Illinois
-$92.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
401
Harbor Advisors
Florida
$2.7M – – –
RG
402
Rathbones Group
United Kingdom
$2.67M – – –
VWA
403
V Wealth Advisors
Kansas
$2.67M +$68.2K +202 +3%
CIA
404
Citadel Investment Advisory
Ohio
$2.66M -$57K -169 -2%
BCV
405
Banque Cantonale Vaudoise
Switzerland
$2.66M – – –
AI
406
Atria Investments
North Carolina
$2.65M +$717K +2,126 +37%
OAM
407
Oppenheimer Asset Management
New York
$2.62M +$121K +360 +5%
CPIG
408
Chicago Partners Investment Group
Illinois
$2.6M +$198K +704 +8%
OSAM
409
O'Shaughnessy Asset Management
Connecticut
$2.58M +$635K +1,882 +33%
DILIC
410
Dai-ichi Life Insurance Company
Japan
$2.54M +$1.01M +3,000 +66%
AIM
411
Achmea Investment Management
Netherlands
$2.53M +$2.53M +7,504 New
GKFF
412
George Kaiser Family Foundation
Oklahoma
$2.52M – – –
Boston Partners
413
Boston Partners
Massachusetts
$2.49M -$1.19M -3,528 -32%
LI
414
LMCG Investments
Massachusetts
$2.49M +$2.49M +7,385 New
MME
415
Meag Munich Ergo
Germany
$2.46M -$959K -2,807 -28%
PAG
416
Private Advisor Group
New Jersey
$2.45M +$398K +1,179 +19%
BF
417
BOK Financial
Oklahoma
$2.45M -$1.4M -4,159 -36%
NMIMC
418
Northwestern Mutual Investment Management Company
Wisconsin
$2.44M -$299K -887 -11%
Wealthfront Advisers
419
Wealthfront Advisers
California
$2.41M -$1.33M -3,945 -36%
VPIM
420
Vanguard Personalized Indexing Management
California
$2.4M +$474K +1,405 +25%
HAI
421
Hennessy Advisors Inc
California
$2.36M -$405K -1,200 -15%
LPARFS
422
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$2.36M – – –
RBA
423
Richard Bernstein Advisors
New York
$2.36M – – –
SSWM
424
Smith Salley Wealth Management
North Carolina
$2.34M +$1.01K +3 +0%
KPWS
425
Kestra Private Wealth Services
Texas
$2.33M +$2M +5,931 +611%
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