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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 %
IC
451
Inverness Counsel
New York
$1.29M +$35.8K +120 +3%
HFS
452
Haverford Financial Services
Pennsylvania
$1.29M – – –
EDRH
453
Edmond de Rothschild Holding
Switzerland
$1.28M +$1.01M +3,395 +377%
QIM
454
Quest Investment Management
Oregon
$1.28M -$83.6K -280 -6%
H
455
Hexavest
Quebec, Canada
$1.27M +$1.22M +4,070 +2,200%
MFAM
456
Motley Fool Asset Management
Virginia
$1.25M +$3.88K +13 +0.3%
SSB
457
Sandy Spring Bank
Maryland
$1.25M -$171K -572 -12%
CCMG
458
Clark Capital Management Group
Pennsylvania
$1.25M +$1.25M +4,173 New
AIM
459
Achmea Investment Management
Netherlands
$1.24M – – –
GAM
460
Gotham Asset Management
New York
$1.24M -$741K -2,481 -37%
Northwestern Mutual Wealth Management
461
Northwestern Mutual Wealth Management
Wisconsin
$1.22M +$480K +1,608 +65%
RAM
462
Redmond Asset Management
Virginia
$1.22M – – –
WAM
463
World Asset Management
Michigan
$1.21M -$87.2K -267 -7%
CG
464
Castellan Group
Kentucky
$1.2M – – –
VST
465
Van Strum & Towne
California
$1.19M – – –
BP
466
Ballentine Partners
Massachusetts
$1.18M +$597 +2 +0.1%
EI
467
Ethic Inc
New York
$1.17M +$416K +1,393 +56%
OIS
468
Okabena Investment Services
Minnesota
$1.16M +$135K +453 +13%
Cetera Investment Advisers
469
Cetera Investment Advisers
Illinois
$1.16M -$232K -778 -17%
PFO
470
Pathstone Family Office
New Jersey
$1.15M +$1.14M +3,824 +9,560%
TCM
471
Teza Capital Management
Illinois
$1.15M +$1.15M +3,852 New
ESB
472
Essex Savings Bank
Connecticut
$1.14M – – –
TCM
473
Twin Capital Management
Pennsylvania
$1.12M -$248K -830 -18%
CP
474
Cumberland Partners
Ontario, Canada
$1.12M +$284K +950 +34%
VI
475
Vestcor Inc
New Brunswick, Canada
$1.12M -$115K -385 -9%
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