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Moody's
MCO

Overview Fund Activity

1,013 hedge funds and large institutions have $57B invested in Moody's in 2022 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 382 increasing their positions, 347 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,013
Holders Change
-35
Holders Change %
-3.34%
% of All Funds
16.03%
Holding in Top 10
34
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-19.05%
% of All Funds
0.54%
New
80
Increased
382
Reduced
347
Closed
107
Calls
$77.8M
Puts
$121M
Net Calls
-$43.5M
Net Calls Change
+$21.1M

Top Buyers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
+$293M
2
TCI Fund Management
TCI Fund Management
United Kingdom
+$244M
3
BlackRock
BlackRock
New York
+$187M
4
Principal Financial Group
Principal Financial Group
Iowa
+$185M
5
JIM
Jensen Investment Management
Oregon
+$173M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$810M
2
UBS AM
UBS AM
Illinois
-$192M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$179M
4
CP
Castleview Partners
Texas
-$123M
5
RCM
Rings Capital Management
Illinois
-$92.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank Julius Baer & Co
451
Bank Julius Baer & Co
Switzerland
$1.86M +$63.8K +189 +4%
DWM
452
Darwin Wealth Management
Florida
$1.86M +$810K +2,401 +77%
AP
453
Advisor Partners
California
$1.84M +$77.6K +230 +4%
TCA
454
Transcend Capital Advisors
New Jersey
$1.83M +$5.4K +16 +0.3%
AA
455
ALPS Advisors
Colorado
$1.82M -$262K -776 -13%
AWA
456
Arete Wealth Advisors
Illinois
$1.81M -$675 -2 -0%
WIA
457
Westbourne Investment Advisors
Maryland
$1.81M – – –
WTC
458
WhitTier Trust Company
Nevada
$1.75M +$507K +1,503 +41%
BCI
459
Brinker Capital Investments
Pennsylvania
$1.75M +$3.71K +11 +0.2%
CCG
460
Cypress Capital Group
Florida
$1.74M -$50.6K -150 -3%
FC
461
Ferris Capital
Massachusetts
$1.72M – – –
CC
462
Centiva Capital
New York
$1.71M -$694K -2,056 -29%
CPA
463
Capital Planning Advisors
California
$1.7M -$21.9K -65 -1%
CIBC World Market
464
CIBC World Market
Ontario, Canada
$1.68M -$698K -2,068 -29%
LWA
465
Lineweaver Wealth Advisors
Ohio
$1.67M – – –
BFC
466
Blue Fin Capital
Rhode Island
$1.67M +$23.3K +69 +1%
TC
467
Telemus Capital
Michigan
$1.67M +$435K +1,290 +35%
ISL
468
Ingalls & Snyder LLC
New York
$1.65M – – –
LNWWM
469
Laird Norton Wetherby Wealth Management
California
$1.65M -$13.2K -39 -0.8%
HNB
470
Huntington National Bank
Ohio
$1.64M -$33.4K -99 -2%
KA
471
Kintegral Advisory
New York
$1.64M +$36.8K +109 +2%
NIG
472
NFJ Investment Group
Texas
$1.63M +$13.8K +41 +0.9%
RIM
473
Redpoint Investment Management
Australia
$1.62M – – –
Cetera Investment Advisers
474
Cetera Investment Advisers
Illinois
$1.62M +$10.5K +31 +0.7%
KRSITF
475
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.61M +$158K +468 +11%
17 18
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