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Moody's
MCO

Overview Fund Activity

931 hedge funds and large institutions have $61.6B invested in Moody's in 2021 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 327 increasing their positions, 298 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
931
Holders Change
+20
Holders Change %
+2.2%
% of All Funds
16.25%
Holding in Top 10
38
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.76%
% of All Funds
0.66%
New
87
Increased
327
Reduced
298
Closed
63
Calls
$95.8M
Puts
$185M
Net Calls
-$89M
Net Calls Change
-$72.4M

Top Buyers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$331M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$189M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$946M
4
Goldman Sachs
4
Goldman Sachs
New York
$431M
5
Capital International Investors
5
Capital International Investors
California
$1.95B

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$0
2
Principal Financial Group
2
Principal Financial Group
Iowa
$412M
3
Winslow Capital Management
3
Winslow Capital Management
Minnesota
$316M
4
Harris Associates
4
Harris Associates
Illinois
$465M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$55M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$431M +$94.7M +261,219 +28%
VFCM
27
Valley Forge Capital Management
Florida
$419M – – –
Principal Financial Group
28
Principal Financial Group
Iowa
$412M -$143M -395,705 -26%
Legal & General Group
29
Legal & General Group
United Kingdom
$392M +$18.5M +51,055 +5%
WPL
30
WINDACRE PARTNERSHIP LLC
Texas
$385M -$18.9M -52,200 -5%
PPA
31
Parametric Portfolio Associates
Washington
$382M +$14.4M +39,750 +4%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$377M -$1.48M -4,091 -0.4%
MG
33
Meritage Group
California
$347M +$2.49M +6,883 +0.7%
AC
34
AKO Capital
United Kingdom
$346M +$71.4M +197,134 +26%
Mackenzie Financial
35
Mackenzie Financial
Ontario, Canada
$331M +$227M +626,654 +218%
Nuveen Asset Management
36
Nuveen Asset Management
Illinois
$327M -$33.6M -92,668 -9%
Winslow Capital Management
37
Winslow Capital Management
Minnesota
$316M -$119M -327,506 -27%
Charles Schwab
38
Charles Schwab
California
$275M +$5.89M +16,256 +2%
Invesco
39
Invesco
Georgia
$271M +$70.4M +194,321 +35%
DDC
40
DF Dent & Co
Maryland
$259M -$15.4M -42,514 -6%
Franklin Resources
41
Franklin Resources
California
$255M -$8.85M -24,416 -3%
NIPH
42
NN Investment Partners Holdings
Netherlands
$241M -$6.07M -16,764 -2%
Dimensional Fund Advisors
43
Dimensional Fund Advisors
Texas
$229M +$3.59M +9,918 +2%
MA
44
Marshfield Associates
District of Columbia
$229M +$5.08M +14,017 +2%
Russell Investments Group
45
Russell Investments Group
United Kingdom
$223M -$6.21M -17,092 -3%
Arrowstreet Capital
46
Arrowstreet Capital
Massachusetts
$212M +$48M +132,494 +29%
CCM
47
Cantillon Capital Management
New York
$204M -$2.34M -6,450 -1%
Mitsubishi UFJ Trust & Banking
48
Mitsubishi UFJ Trust & Banking
Japan
$197M -$12.3M -33,888 -6%
Bank of America
49
Bank of America
North Carolina
$196M -$3.58M -9,892 -2%
AIM
50
Allen Investment Management
New York
$194M -$627K -1,730 -0.3%
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