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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 %
YAM
426
Yacktman Asset Management
Texas
$1.52M +$486K +2,000 +47%
Bank Julius Baer & Co
427
Bank Julius Baer & Co
Switzerland
$1.52M -$544K -2,236 -26%
MIH
428
Meitav Investment House
Israel
$1.52M – – –
ECM
429
Exchange Capital Management
Michigan
$1.5M +$209K +858 +16%
NIC
430
Northwest Investment Counselors
Oregon
$1.49M +$425K +1,746 +40%
SC
431
Slow Capital
California
$1.49M -$135K -557 -8%
LNWWM
432
Laird Norton Wetherby Wealth Management
California
$1.49M +$148K +610 +11%
LI
433
LMCG Investments
Massachusetts
$1.49M -$16.3K -67 -1%
Ensign Peak Advisors
434
Ensign Peak Advisors
Utah
$1.47M +$119K +490 +9%
BCV
435
Banque Cantonale Vaudoise
Switzerland
$1.47M -$72.9K -300 -5%
ASGS
436
Alpha Square Group S
New York
$1.46M +$1.46M +6,000 New
VIA
437
Vident Investment Advisory
Georgia
$1.46M +$202K +924 +16%
NMIMC
438
Northwestern Mutual Investment Management Company
Wisconsin
$1.43M -$346K -1,422 -20%
CB
439
Commerce Bank
Missouri
$1.42M +$25.8K +106 +2%
TCA
440
Transcend Capital Advisors
New Jersey
$1.4M +$2.92K +12 +0.2%
Mercer Global Advisors
441
Mercer Global Advisors
Colorado
$1.4M +$308K +1,268 +28%
CW
442
CreativeOne Wealth
Kansas
$1.4M +$84.9K +349 +6%
WTC
443
WhitTier Trust Company
Nevada
$1.39M +$132K +541 +10%
Impax Asset Management Group
444
Impax Asset Management Group
United Kingdom
$1.39M -$4.38K -18 -0.3%
RC
445
Roundview Capital
New Jersey
$1.39M +$199K +820 +17%
SC
446
Saturna Capital
Washington
$1.38M – – –
KRSITF
447
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.38M +$41.6K +171 +3%
API
448
Advisor Partners II
California
$1.35M +$1.35M +5,556 New
AC
449
Allstate Corporation
Illinois
$1.33M -$54K -222 -4%
TWC
450
TD Waterhouse Canada
Ontario, Canada
$1.32M -$68.1K -263 -5%
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