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Moody's
MCO

Overview Fund Activity

1,048 hedge funds and large institutions have $65.7B invested in Moody's in 2021 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 386 increasing their positions, 297 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,048
Holders Change
+85
Holders Change %
+8.83%
% of All Funds
16.19%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.65%
New
158
Increased
386
Reduced
297
Closed
59
Calls
$74.1M
Puts
$139M
Net Calls
-$64.6M
Net Calls Change
-$153M

Top Buyers

1
BlackRock
BlackRock
New York
+$252M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$241M
3
CAM
Close Asset Management
United Kingdom
+$148M
4
MAMU
Marathon Asset Management (UK)
United Kingdom
+$90.1M
5
State Street
State Street
Massachusetts
+$86.7M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$367M
2
WPL
WINDACRE PARTNERSHIP LLC
Texas
-$308M
3
Harris Associates
Harris Associates
Illinois
-$165M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$152M
5
AC
AKO Capital
United Kingdom
-$91.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
426
Regency Capital Management
Hawaii
$2.56M +$1.17K +3 +0%
FCM
427
Fairbanks Capital Management
California
$2.55M -$15.6K -40 -0.6%
CB
428
Commerce Bank
Missouri
$2.54M +$115K +295 +5%
FFG
429
Fortem Financial Group
California
$2.52M -$9.77K -25 -0.4%
V
430
Veritable
Delaware
$2.42M +$16.4K +42 +0.7%
GT
431
Glenview Trust
Kentucky
$2.41M +$459K +1,175 +24%
AA
432
ALPS Advisors
Colorado
$2.41M -$102K -262 -4%
PAG
433
Private Advisor Group
New Jersey
$2.38M -$1.33M -3,398 -36%
Jane Street
434
Jane Street
New York
$2.3M -$2.04M -5,221 -47%
Impax Asset Management Group
435
Impax Asset Management Group
United Kingdom
$2.3M +$179K +458 +8%
PFM
436
Patton Fund Management
Texas
$2.29M +$2.29M +5,856 New
OSAM
437
O'Shaughnessy Asset Management
Connecticut
$2.26M +$513K +1,313 +29%
AI
438
Atria Investments
North Carolina
$2.24M +$238K +609 +12%
VPIM
439
Vanguard Personalized Indexing Management
California
$2.23M +$629K +1,611 +39%
AC
440
Avestar Capital
New York
$2.23M +$151K +387 +7%
SC
441
Saturna Capital
Washington
$2.22M – – –
SCM
442
Stevens Capital Management
Pennsylvania
$2.22M +$1.36M +3,485 +159%
PG
443
Pendal Group
Australia
$2.19M +$2.19M +5,611 New
CAPTRUST Financial Advisors
444
CAPTRUST Financial Advisors
North Carolina
$2.13M +$48.8K +125 +2%
TCA
445
Transcend Capital Advisors
New Jersey
$2.11M +$3.12K +8 +0.1%
TWM
446
TriaGen Wealth Management
California
$2.1M +$466K +1,194 +29%
BO
447
BRR OpCo
Ohio
$2.1M -$18.4K -47 -0.9%
AWA
448
Arete Wealth Advisors
Illinois
$2.09M -$5.47K -14 -0.3%
NB
449
Norinchukin Bank
Japan
$2.09M -$28.5K -73 -1%
WIA
450
Westbourne Investment Advisors
Maryland
$2.09M -$29.3K -75 -1%
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