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Moody's
MCO

Overview Fund Activity

943 hedge funds and large institutions have $45.7B invested in Moody's in 2022 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 336 increasing their positions, 351 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
943
Holders Change
-70
Holders Change %
-6.91%
% of All Funds
15.95%
Holding in Top 10
31
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.82%
% of All Funds
0.52%
New
74
Increased
336
Reduced
351
Closed
131
Calls
$89.6M
Puts
$72.7M
Net Calls
+$16.9M
Net Calls Change
+$60.4M

Top Buyers

1
LP
Longview Partners
Guernsey
+$489M
2
Principal Financial Group
Principal Financial Group
Iowa
+$284M
3
Morgan Stanley
Morgan Stanley
New York
+$278M
4
TCI Fund Management
TCI Fund Management
United Kingdom
+$261M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$151M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$288M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$208M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$197M
4
State Street
State Street
Massachusetts
-$123M
5
AC
AKO Capital
United Kingdom
-$99.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
451
Azzad Asset Management
Virginia
$1.31M +$817K +2,986 +164%
RIM
452
Redpoint Investment Management
Australia
$1.3M – – –
PFO
453
Pathstone Family Office
New Jersey
$1.3M +$75.9K +279 +6%
ACM
454
Ativo Capital Management
Illinois
$1.29M +$1.36K +5 +0.1%
BFC
455
Blue Fin Capital
Rhode Island
$1.28M -$63.9K -235 -5%
BIAS
456
Beacon Investment Advisory Services
New Jersey
$1.28M +$49.2K +181 +4%
CFG
457
Citizens Financial Group
Rhode Island
$1.27M +$15.2K +56 +1%
RPC
458
Rossmore Private Capital
Connecticut
$1.25M – – –
TC
459
Tsai Capital
New York
$1.25M +$1.25M +4,578 New
TC
460
Telemus Capital
Michigan
$1.24M -$101K -373 -8%
BAM
461
Blueshift Asset Management
New Jersey
$1.23M +$1.23M +4,514 New
Mercer Global Advisors
462
Mercer Global Advisors
Colorado
$1.22M -$73.2K -269 -6%
WSFS
463
Wilmington Savings Fund Society
Delaware
$1.2M – – –
MFAM
464
Motley Fool Asset Management
Virginia
$1.19M -$94.9K -339 -7%
NIC
465
Northwest Investment Counselors
Oregon
$1.19M +$1.19M +4,373 +27,331%
Cetera Investment Advisers
466
Cetera Investment Advisers
Illinois
$1.19M -$117K -429 -9%
YAM
467
Yacktman Asset Management
Texas
$1.16M +$1.16M +4,270 New
OIS
468
Okabena Investment Services
Minnesota
$1.15M +$270K +994 +31%
Cambridge Investment Research Advisors
469
Cambridge Investment Research Advisors
Iowa
$1.14M -$70.7K -260 -6%
BAAM
470
Baker Avenue Asset Management
California
$1.14M +$1.14M +4,180 New
KWM
471
Keebeck Wealth Management
Illinois
$1.13M +$193K +708 +21%
HWAM
472
Hennion & Walsh Asset Management
New Jersey
$1.13M -$31K -114 -3%
FWCM
473
Ferguson Wellman Capital Management
Oregon
$1.13M – – –
DIM
474
Delta Investment Management
California
$1.12M +$1.12M +4,116 New
ESB
475
Essex Savings Bank
Connecticut
$1.1M +$1.09K +4 +0.1%
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