MCO icon

Moody's
MCO

Overview Fund Activity

927 hedge funds and large institutions have $40.7B invested in Moody's in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 328 increasing their positions, 348 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
927
Holders Change
-16
Holders Change %
-1.7%
% of All Funds
16.03%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.55%
New
80
Increased
328
Reduced
348
Closed
84
Calls
$83.9M
Puts
$74.8M
Net Calls
+$9.05M
Net Calls Change
-$7.81M

Top Buyers

1
WPL
1
WINDACRE PARTNERSHIP LLC
Texas
$301M
2
VAM
2
Veritas Asset Management
United Kingdom
$318M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$725M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$765M
5
Mitsubishi UFJ Asset Management
5
Mitsubishi UFJ Asset Management
Japan
$76.9M

Top Sellers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$1.23B
2
Capital International Investors
2
Capital International Investors
California
$376M
3
BlackRock
3
BlackRock
New York
$3.05B
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$114M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$37.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
401
MML Investors Services
Massachusetts
$1.94M -$337K -1,387 -15%
VWA
402
V Wealth Advisors
Kansas
$1.94M +$53.2K +219 +3%
OAM
403
Oppenheimer Asset Management
New York
$1.93M +$137K +565 +8%
KeyBank National Association
404
KeyBank National Association
Ohio
$1.92M -$108K -446 -5%
CIA
405
Citadel Investment Advisory
Ohio
$1.92M – – –
IC
406
IEQ Capital
California
$1.91M +$560K +2,303 +42%
LOPW
407
Live Oak Private Wealth
North Carolina
$1.9M +$53.5K +220 +3%
GKFF
408
George Kaiser Family Foundation
Oklahoma
$1.82M – – –
KC
409
Kingfisher Capital
North Carolina
$1.81M +$44K +181 +2%
CTC
410
Central Trust Company
Missouri
$1.79M -$414K -1,703 -19%
TF
411
TIAA FSB
Florida
$1.75M -$168K -689 -9%
BAMCO Inc
412
BAMCO Inc
New York
$1.73M -$24.3K -100 -1%
EOJOAM
413
E. Ohman J:or Asset Management
Sweden
$1.73M – – –
RG
414
Rathbones Group
United Kingdom
$1.72M -$209K -860 -11%
FA
415
FDx Advisors
Illinois
$1.7M +$127K +523 +8%
CIC
416
Crawford Investment Counsel
Georgia
$1.69M +$117K +483 +7%
Lazard Asset Management
417
Lazard Asset Management
New York
$1.69M -$25.3M -104,253 -94%
RFC
418
Regions Financial Corp
Alabama
$1.67M +$7.78K +32 +0.5%
TCOT
419
Trust Company of Toledo
Ohio
$1.64M – – –
SSWM
420
Smith Salley Wealth Management
North Carolina
$1.63M +$64.4K +265 +4%
Wealthfront Advisers
421
Wealthfront Advisers
California
$1.59M -$1.81M -7,446 -53%
GT
422
Glenview Trust
Kentucky
$1.57M – – –
M
423
Mirova
France
$1.54M +$1.54M +6,331 New
V
424
Veritable
Delaware
$1.54M +$32.1K +132 +2%
FCM
425
Fairbanks Capital Management
California
$1.53M -$18K -74 -1%
15 16
17
18 19