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Moody's
MCO

Overview Fund Activity

911 hedge funds and large institutions have $50.6B invested in Moody's in 2021 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 312 increasing their positions, 319 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
-14
Holders Change %
-1.51%
% of All Funds
16.04%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.6%
New
84
Increased
312
Reduced
319
Closed
92
Calls
$90.8M
Puts
$107M
Net Calls
-$16.7M
Net Calls Change
-$20.7M

Top Buyers

1
VAM
Veritas Asset Management
United Kingdom
+$719M
2
Flossbach Von Storch
Flossbach Von Storch
Germany
+$211M
3
VFCM
Valley Forge Capital Management
Florida
+$168M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$103M
5
State Street
State Street
Massachusetts
+$90.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$437M
2
BlackRock
BlackRock
New York
-$214M
3
GAM
GuardCap Asset Management
United Kingdom
-$111M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$103M
5
Capital International Investors
Capital International Investors
California
-$96.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCV
426
Banque Cantonale Vaudoise
Switzerland
$1.58M +$179K +600 +13%
SSWM
427
Smith Salley Wealth Management
North Carolina
$1.58M +$91.7K +307 +6%
SA
428
SRN Advisors
Pennsylvania
$1.57M -$282K -944 -15%
NAM
429
NorthCoast Asset Management
Connecticut
$1.56M -$976K -3,265 -39%
HNB
430
Huntington National Bank
Ohio
$1.55M -$7.77K -26 -0.5%
CCG
431
Cypress Capital Group
Florida
$1.5M -$36.1K -121 -2%
GT
432
Glenview Trust
Kentucky
$1.49M – – –
WANY
433
Wealthspire Advisors (New York)
New York
$1.49M +$274K +917 +22%
NB
434
Norinchukin Bank
Japan
$1.49M +$64.5K +216 +5%
PAG
435
Private Advisor Group
New Jersey
$1.48M -$1.38M -4,617 -48%
BFC
436
Blue Fin Capital
Rhode Island
$1.48M -$16.1K -54 -1%
RIM
437
Redpoint Investment Management
Australia
$1.46M +$1.46M +4,901 New
ISL
438
Ingalls & Snyder LLC
New York
$1.46M – – –
KA
439
Kintegral Advisory
New York
$1.42M – – –
MFGM
440
Marshall Financial Group (Maryland)
Maryland
$1.4M +$41.2K +138 +3%
CPA
441
Capital Planning Advisors
California
$1.39M +$623K +2,088 +81%
WSFS
442
Wilmington Savings Fund Society
Delaware
$1.38M – – –
RPC
443
Rossmore Private Capital
Connecticut
$1.37M – – –
V
444
Veritable
Delaware
$1.36M +$16.4K +55 +1%
KRSITF
445
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.34M -$5.38K -18 -0.4%
CIBC World Market
446
CIBC World Market
Ontario, Canada
$1.33M -$5.85M -19,603 -81%
LNWWM
447
Laird Norton Wetherby Wealth Management
California
$1.33M -$22.7K -76 -2%
AFA
448
Abacus FCF Advisors
Florida
$1.32M -$8.21K -27 -0.6%
CAPTRUST Financial Advisors
449
CAPTRUST Financial Advisors
North Carolina
$1.3M +$284K +950 +28%
RCM
450
Regency Capital Management
Hawaii
$1.3M +$1.3M +4,339 New
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