MCO icon

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 %
KRSITF
451
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.52M -$109K -301 -7%
E
452
Ergoteles
New York
$1.51M -$5.86M -16,160 -79%
AIM
453
Achmea Investment Management
Netherlands
$1.5M – – –
CCMG
454
Clark Capital Management Group
Pennsylvania
$1.48M -$37K -102 -2%
TRCT
455
Tower Research Capital (TRC)
New York
$1.47M -$3.12M -8,614 -68%
RAM
456
Redmond Asset Management
Virginia
$1.47M -$10.9K -30 -0.7%
SIM
457
Sterling Investment Management
Arizona
$1.47M +$1.47M +4,055 New
RC
458
Roundview Capital
New Jersey
$1.46M +$221K +611 +18%
CG
459
Castellan Group
Kentucky
$1.46M – – –
PFO
460
Pathstone Family Office
New Jersey
$1.46M +$55.4K +153 +4%
VST
461
Van Strum & Towne
California
$1.45M – – –
BFM
462
Boothbay Fund Management
New York
$1.45M +$109K +300 +8%
CAPTRUST Financial Advisors
463
CAPTRUST Financial Advisors
North Carolina
$1.45M -$135K -373 -9%
MFGM
464
Marshall Financial Group (Maryland)
Maryland
$1.43M -$261K -721 -15%
B
465
BP
United Kingdom
$1.43M -$582K -1,608 -29%
BP
466
Ballentine Partners
Massachusetts
$1.43M -$1.09K -3 -0.1%
SSB
467
Sandy Spring Bank
Maryland
$1.42M -$101K -280 -7%
RE
468
RBC Europe
United Kingdom
$1.38M +$540K +1,489 +64%
RIA
469
Regal Investment Advisors
Michigan
$1.35M +$1.35M +3,733 New
ESB
470
Essex Savings Bank
Connecticut
$1.35M -$34.2K -102 -2%
ECM
471
Exchange Capital Management
Michigan
$1.34M – – –
LRIC
472
Long Road Investment Counsel
Michigan
$1.34M – – –
BPCA
473
Bank Pictet & Cie (Asia)
Singapore
$1.34M +$48.2K +133 +4%
AI
474
AdvisorShares Investments
Maryland
$1.34M +$76.1K +210 +6%
WTC
475
WhitTier Trust Company
Nevada
$1.33M – – –
17 18
19
20 21