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Moody's
MCO

Overview Fund Activity

963 hedge funds and large institutions have $59.8B invested in Moody's in 2021 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 333 increasing their positions, 311 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
963
Holders Change
+32
Holders Change %
+3.44%
% of All Funds
16.91%
Holding in Top 10
35
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.89%
% of All Funds
0.61%
New
98
Increased
333
Reduced
311
Closed
50
Calls
$294M
Puts
$205M
Net Calls
+$88.4M
Net Calls Change
+$177M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$143M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$115M
3
HighTower Advisors
HighTower Advisors
Illinois
+$87.4M
4
Barclays
Barclays
United Kingdom
+$80.4M
5
BlackRock
BlackRock
New York
+$63.7M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$254M
2
CBT
Capital Bank & Trust
California
-$119M
3
MA
Marshfield Associates
District of Columbia
-$113M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$103M
5
NIPH
NN Investment Partners Holdings
Netherlands
-$98.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
426
Westbourne Investment Advisors
Maryland
$1.93M – – –
NB
427
Norinchukin Bank
Japan
$1.93M +$184K +519 +11%
BO
428
BRR OpCo
Ohio
$1.92M -$11.7K -33 -0.6%
Impax Asset Management Group
429
Impax Asset Management Group
United Kingdom
$1.92M -$710 -2 -0%
AWA
430
Arete Wealth Advisors
Illinois
$1.91M +$1.91M +5,367 New
SIM
431
Sterling Investment Management
Arizona
$1.89M +$453K +1,275 +31%
CAPTRUST Financial Advisors
432
CAPTRUST Financial Advisors
North Carolina
$1.89M +$472K +1,329 +33%
AC
433
Avestar Capital
New York
$1.89M +$92.7K +261 +5%
AP
434
Advisor Partners
California
$1.86M -$62.8K -177 -3%
CCG
435
Cypress Capital Group
Florida
$1.83M +$38.7K +109 +2%
AI
436
Atria Investments
North Carolina
$1.82M -$122K -343 -6%
BFC
437
Blue Fin Capital
Rhode Island
$1.81M -$7.1K -20 -0.4%
CI
438
Cigna Investments
Connecticut
$1.79M -$27K -76 -1%
HNB
439
Huntington National Bank
Ohio
$1.78M -$57.5K -162 -3%
GT
440
Glenview Trust
Kentucky
$1.78M – – –
NIG
441
NFJ Investment Group
Texas
$1.77M -$2.82M -7,936 -61%
ACM
442
Ativo Capital Management
Illinois
$1.76M -$316K -890 -15%
LWA
443
Lineweaver Wealth Advisors
Ohio
$1.76M +$1.76M +4,952 New
FCM
444
Fortis Capital Management
Washington
$1.74M – – –
ISL
445
Ingalls & Snyder LLC
New York
$1.74M – – –
RIM
446
Redpoint Investment Management
Australia
$1.7M -$38.7K -109 -2%
SG Americas Securities
447
SG Americas Securities
New York
$1.7M +$882K +2,482 +108%
TRCT
448
Tower Research Capital (TRC)
New York
$1.7M +$254K +714 +18%
LNWWM
449
Laird Norton Wetherby Wealth Management
California
$1.7M +$31.6K +89 +2%
KA
450
Kintegral Advisory
New York
$1.69M – – –
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