MCO icon

Moody's
MCO

Overview Fund Activity

910 hedge funds and large institutions have $50.6B invested in Moody's in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 312 increasing their positions, 319 reducing their positions, and 92 closing their positions.

Holders
910
Holders Change
-15
Holders Change %
-1.62%
% of All Funds
16.03%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.6%
New
83
Increased
312
Reduced
319
Closed
92
Calls
$90.8M
Puts
$107M
Net Calls
-$16.7M
Net Calls Change
-$20.7M

Top Buyers

1
VAM
1
Veritas Asset Management
United Kingdom
$719M
2
Flossbach Von Storch
2
Flossbach Von Storch
Germany
$415M
3
VFCM
3
Valley Forge Capital Management
Florida
$345M
4
BAIA
4
Bel Air Investment Advisors
California
$106M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$375M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.19B
2
BlackRock
2
BlackRock
New York
$3.3B
3
GAM
3
GuardCap Asset Management
United Kingdom
$0
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$1.97B
5
Capital International Investors
5
Capital International Investors
California
$1.54B
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$378M 1,266,003 +21,110 +2%
AllianceBernstein
27
AllianceBernstein
Tennessee
$375M 1,257,456 +344,695 +38%
Winslow Capital Management
28
Winslow Capital Management
Minnesota
$358M 1,198,849 +133,292 +13%
VFCM
29
Valley Forge Capital Management
Florida
$345M 1,155,246 +561,717 +95%
WPL
30
WINDACRE PARTNERSHIP LLC
Texas
$333M 1,114,000 +294,800 +36%
Neuberger Berman Group
31
Neuberger Berman Group
New York
$312M 1,046,476 -57,989 -5%
Legal & General Group
32
Legal & General Group
United Kingdom
$308M 1,030,926 -5,535 -0.5%
PPA
33
Parametric Portfolio Associates
Washington
$303M 1,015,200 -19,253 -2%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$297M 995,889 -20,374 -2%
MG
35
Meritage Group
California
$284M 950,341 +294,286 +45%
Goldman Sachs
36
Goldman Sachs
New York
$277M 928,959 +115,534 +14%
DDC
37
DF Dent & Co
Maryland
$226M 756,780 +2,332 +0.3%
AC
38
AKO Capital
United Kingdom
$226M 756,734 +169,316 +29%
Charles Schwab
39
Charles Schwab
California
$221M 741,663 +8,499 +1%
Franklin Resources
40
Franklin Resources
California
$218M 728,902 -87,534 -11%
NIPH
41
NN Investment Partners Holdings
Netherlands
$204M 681,672 -7,062 -1%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$188M 629,606 -18,336 -3%
Dimensional Fund Advisors
43
Dimensional Fund Advisors
Texas
$186M 622,672 -2,028 -0.3%
MA
44
Marshfield Associates
District of Columbia
$185M 618,579 -6,914 -1%
Mitsubishi UFJ Trust & Banking
45
Mitsubishi UFJ Trust & Banking
Japan
$173M 578,489 -28,578 -5%
CCM
46
Cantillon Capital Management
New York
$170M 569,454 -22,107 -4%
Invesco
47
Invesco
Georgia
$166M 554,457 +136,348 +33%
Bank of America
48
Bank of America
North Carolina
$165M 550,975 +20,430 +4%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$161M 540,512 -18,230 -3%
AIM
50
Allen Investment Management
New York
$160M 537,485 -633 -0.1%
1
2
3 4 5