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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 %
Parallax Volatility Advisers
426
Parallax Volatility Advisers
California
$1.88M +$1.88M +5,176 New
BFC
427
Blue Fin Capital
Rhode Island
$1.86M +$66.7K +184 +4%
CI
428
Cigna Investments
Connecticut
$1.85M -$271K -749 -13%
CCG
429
Cypress Capital Group
Florida
$1.83M +$14.5K +40 +0.8%
AC
430
Avestar Capital
New York
$1.83M +$595K +1,642 +48%
GT
431
Glenview Trust
Kentucky
$1.81M – – –
SA
432
SRN Advisors
Pennsylvania
$1.8M -$96.8K -267 -5%
NB
433
Norinchukin Bank
Japan
$1.78M -$28.3K -78 -2%
FCM
434
Fortis Capital Management
Washington
$1.78M -$761K -2,100 -30%
RIM
435
Redpoint Investment Management
Australia
$1.78M – – –
ISL
436
Ingalls & Snyder LLC
New York
$1.77M – – –
KA
437
Kintegral Advisory
New York
$1.72M – – –
LNWWM
438
Laird Norton Wetherby Wealth Management
California
$1.7M +$92K +254 +6%
Cetera Investment Advisers
439
Cetera Investment Advisers
Illinois
$1.7M +$295K +814 +21%
CPA
440
Capital Planning Advisors
California
$1.68M -$10.5K -29 -0.6%
WSFS
441
Wilmington Savings Fund Society
Delaware
$1.68M – – –
SM
442
Sciencast Management
New Jersey
$1.67M +$1.67M +4,478 New
RPC
443
Rossmore Private Capital
Connecticut
$1.67M – – –
IRF
444
IBM Retirement Fund
New York
$1.66M -$334K -921 -17%
CIBC World Market
445
CIBC World Market
Ontario, Canada
$1.64M +$23.2K +64 +1%
TWM
446
TriaGen Wealth Management
California
$1.57M -$1.6M -4,247 -50%
IC
447
Inverness Counsel
New York
$1.57M – – –
HFS
448
Haverford Financial Services
Pennsylvania
$1.56M – – –
Cambridge Investment Research Advisors
449
Cambridge Investment Research Advisors
Iowa
$1.56M +$1.56M +4,309 New
Mercer Global Advisors
450
Mercer Global Advisors
Colorado
$1.53M +$255K +704 +20%
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