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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 %
Bank Julius Baer & Co
451
Bank Julius Baer & Co
Switzerland
$2.08M +$1.82M +4,650 +691%
CCG
452
Cypress Capital Group
Florida
$2.07M +$50.8K +130 +3%
SIM
453
Sterling Investment Management
Arizona
$2.06M -$23.4K -60 -1%
AP
454
Advisor Partners
California
$2.05M +$391 +1 +0%
BCI
455
Brinker Capital Investments
Pennsylvania
$2.02M +$697K +1,785 +53%
CPA
456
Capital Planning Advisors
California
$2M +$147K +377 +8%
FC
457
Ferris Capital
Massachusetts
$1.99M – – –
HNB
458
Huntington National Bank
Ohio
$1.94M -$22.7K -58 -1%
LWA
459
Lineweaver Wealth Advisors
Ohio
$1.93M – – –
Walleye Trading
460
Walleye Trading
New York
$1.93M +$1.62M +4,151 +530%
LNWWM
461
Laird Norton Wetherby Wealth Management
California
$1.92M +$55.5K +142 +3%
ISL
462
Ingalls & Snyder LLC
New York
$1.91M – – –
BFC
463
Blue Fin Capital
Rhode Island
$1.9M -$90.2K -231 -5%
Mercer Global Advisors
464
Mercer Global Advisors
Colorado
$1.9M +$191K +488 +11%
ACM
465
Ativo Capital Management
Illinois
$1.9M -$44.9K -115 -2%
RIM
466
Redpoint Investment Management
Australia
$1.87M – – –
MFAM
467
Motley Fool Asset Management
Virginia
$1.87M +$1.87M +4,793 New
NIG
468
NFJ Investment Group
Texas
$1.87M -$79.7K -204 -4%
Cetera Investment Advisers
469
Cetera Investment Advisers
Illinois
$1.86M +$61.3K +157 +3%
KA
470
Kintegral Advisory
New York
$1.85M – – –
SS
471
Simplicity Solutions
Minnesota
$1.84M +$1.05M +2,683 +132%
BPCA
472
Bank Pictet & Cie (Asia)
Singapore
$1.84M – – –
WSFS
473
Wilmington Savings Fund Society
Delaware
$1.81M – – –
RPC
474
Rossmore Private Capital
Connecticut
$1.8M – – –
DF
475
Donoghue Forlines
Massachusetts
$1.79M +$1.79M +4,589 New
17 18
19
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