MCO icon

Moody's
MCO

Overview Fund Activity

911 hedge funds and large institutions have $50.6B invested in Moody's in 2021 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 312 increasing their positions, 319 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
-14
Holders Change %
-1.51%
% of All Funds
16.04%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.6%
New
84
Increased
312
Reduced
319
Closed
92
Calls
$90.8M
Puts
$107M
Net Calls
-$16.7M
Net Calls Change
-$20.7M

Top Buyers

1
VAM
Veritas Asset Management
United Kingdom
+$719M
2
Flossbach Von Storch
Flossbach Von Storch
Germany
+$211M
3
VFCM
Valley Forge Capital Management
Florida
+$168M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$103M
5
State Street
State Street
Massachusetts
+$90.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$437M
2
BlackRock
BlackRock
New York
-$214M
3
GAM
GuardCap Asset Management
United Kingdom
-$111M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$103M
5
Capital International Investors
Capital International Investors
California
-$96.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
476
Exchange Capital Management
Michigan
$1.11M +$11.9K +40 +1%
BFM
477
Boothbay Fund Management
New York
$1.11M -$1.77M -5,939 -62%
LRIC
478
Long Road Investment Counsel
Michigan
$1.11M – – –
Lido Advisors
479
Lido Advisors
California
$1.1M +$419K +1,402 +62%
WTC
480
WhitTier Trust Company
Nevada
$1.1M – – –
AC
481
Avestar Capital
New York
$1.09M +$605K +1,892 +125%
AFS
482
Aft Forsyth & Sober
Florida
$1.09M +$839K +6,050 +336%
CA
483
Claar Advisors
New York
$1.08M +$1.08M +3,600 New
RWA
484
Ropes Wealth Advisors
Massachusetts
$1.07M -$41.1K -125 -4%
BPCA
485
Bank Pictet & Cie (Asia)
Singapore
$1.06M – – –
Mercer Global Advisors
486
Mercer Global Advisors
Colorado
$1.05M +$378K +1,267 +56%
FC
487
FORA Capital
Florida
$1.05M +$1.05M +3,502 New
HI
488
Human Investing
Oregon
$1.05M -$923K -3,089 -47%
AI
489
AdvisorShares Investments
Maryland
$1.04M +$62.1K +208 +6%
NGA
490
Naples Global Advisors
Florida
$1.03M -$14.9K -50 -1%
AIM
491
Anchor Investment Management
South Carolina
$1.02M +$65.7K +220 +7%
AIM
492
Aigen Investment Management
New York
$1.02M -$494K -1,654 -33%
BIAS
493
Beacon Investment Advisory Services
New Jersey
$1.02M -$2.09K -7 -0.2%
RC
494
Roundview Capital
New Jersey
$1.02M +$1.49K +5 +0.1%
S
495
SignatureFD
Georgia
$1.02M +$25.7K +86 +3%
HBT
496
Hills Bank & Trust
Iowa
$1.01M -$5.37K -18 -0.5%
ECM
497
Everence Capital Management
Indiana
$1.01M – – –
AMG
498
Asset Management Group
Connecticut
$1.01M – – –
BWA
499
Brave Warrior Advisors
New York
$979K – – –
HPC
500
HM Payson & Co
Maine
$970K -$7.76K -26 -0.8%
18 19
20
21 22