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Moody's
MCO

Overview Fund Activity

957 hedge funds and large institutions have $52B invested in Moody's in 2023 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 337 increasing their positions, 339 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
957
Holders Change
–
Holders Change %
0%
% of All Funds
15.32%
Holding in Top 10
41
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.89%
% of All Funds
0.66%
New
88
Increased
337
Reduced
339
Closed
69
Calls
$221M
Puts
$118M
Net Calls
+$104M
Net Calls Change
+$156M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$363M
2
TCI Fund Management
TCI Fund Management
United Kingdom
+$354M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$293M
4
PAM
PineStone Asset Management
Quebec, Canada
+$267M
5
SP
Sarasin & Partners
United Kingdom
+$182M

Top Sellers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
-$391M
2
Capital International Investors
Capital International Investors
California
-$352M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$339M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$263M
5
First Trust Advisors
First Trust Advisors
Illinois
-$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
451
Mercer Global Advisors
Colorado
$1.63M -$137K -449 -8%
AAF
452
Andra AP-fonden
Sweden
$1.62M +$61.2K +200 +4%
NGA
453
Naples Global Advisors
Florida
$1.62M – – –
BAMF
454
BI Asset Management Fondsmaeglerselskab
Denmark
$1.61M -$716K -2,339 -31%
LCM
455
Legato Capital Management
California
$1.54M – – –
AWA
456
Arete Wealth Advisors
Illinois
$1.53M -$17.1K -56 -1%
PFM
457
Privium Fund Management
Netherlands
$1.53M +$1.53M +5,000 New
TI
458
Trexquant Investment
Connecticut
$1.52M +$1.52M +4,961 New
NMIMC
459
Northwestern Mutual Investment Management Company
Wisconsin
$1.52M +$4.59K +15 +0.3%
JGUA
460
John G. Ullman & Associates
New York
$1.52M +$1.52M +4,950 New
ISL
461
Ingalls & Snyder LLC
New York
$1.5M – – –
CFG
462
Citizens Financial Group
Rhode Island
$1.49M +$104K +339 +7%
SWS
463
SYSTM Wealth Solutions
Illinois
$1.47M -$256K -835 -15%
MA
464
MCF Advisors
Kentucky
$1.46M +$3.67K +12 +0.3%
GT
465
Greenleaf Trust
Michigan
$1.44M +$137K +447 +11%
BCM
466
Bayesian Capital Management
New York
$1.43M +$1.43M +4,675 New
LWA
467
Lineweaver Wealth Advisors
Ohio
$1.42M -$96.4K -315 -6%
TI
468
Tidal Investments
Wisconsin
$1.42M +$93.6K +306 +7%
WIA
469
Westbourne Investment Advisors
Maryland
$1.41M -$94.9K -310 -6%
RPC
470
Rossmore Private Capital
Connecticut
$1.41M – – –
BFC
471
Blue Fin Capital
Rhode Island
$1.39M -$9.29K -31 -0.7%
MC
472
Maverick Capital
Texas
$1.39M +$1.39M +4,545 New
Lazard Asset Management
473
Lazard Asset Management
New York
$1.39M +$470K +1,537 +51%
EF
474
Empirical Finance
Pennsylvania
$1.36M +$54.8K +179 +4%
UCFA
475
United Capital Financial Advisors
Texas
$1.35M +$1.13M +3,691 +504%
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