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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
Mackenzie Financial
Ontario, Canada
+$227M
2
First Trust Advisors
First Trust Advisors
Illinois
+$189M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$109M
4
Goldman Sachs
Goldman Sachs
New York
+$94.7M
5
Capital International Investors
Capital International Investors
California
+$73.4M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$512M
2
Principal Financial Group
Principal Financial Group
Iowa
-$143M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$119M
4
Harris Associates
Harris Associates
Illinois
-$87.8M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$80.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFA
476
Abacus FCF Advisors
Florida
$1.33M -$256K -701 -16%
OIS
477
Okabena Investment Services
Minnesota
$1.33M -$85.5K -236 -6%
AFS
478
Aft Forsyth & Sober
Florida
$1.32M -$1.52M -4,200 -54%
VF
479
Virtu Financial
New York
$1.31M +$1.31M +3,626 New
CA
480
Claar Advisors
New York
$1.31M – – –
WAM
481
World Asset Management
Michigan
$1.3M -$46.8K -129 -3%
Lido Advisors
482
Lido Advisors
California
$1.3M -$35.5K -98 -3%
VI
483
Vestcor Inc
New Brunswick, Canada
$1.29M -$65.6K -181 -5%
GT
484
Greenleaf Trust
Michigan
$1.25M +$84.1K +232 +7%
BRWA
485
B. Riley Wealth Advisors
Florida
$1.25M +$150K +414 +14%
NGA
486
Naples Global Advisors
Florida
$1.24M -$9.06K -25 -0.7%
LS
487
Livforsakringsbolaget Skandia
Sweden
$1.24M +$326K +900 +36%
QIM
488
Quest Investment Management
Oregon
$1.24M -$312K -860 -20%
CW
489
CreativeOne Wealth
Kansas
$1.24M +$84.4K +233 +7%
HI
490
Human Investing
Oregon
$1.23M -$34.8K -96 -3%
HBT
491
Hills Bank & Trust
Iowa
$1.23M – – –
ECM
492
Everence Capital Management
Indiana
$1.22M – – –
BCI
493
Brinker Capital Investments
Pennsylvania
$1.22M +$415K +1,146 +51%
AMG
494
Asset Management Group
Connecticut
$1.22M – – –
AIM
495
Anchor Investment Management
South Carolina
$1.2M -$39.9K -110 -3%
CAM
496
Cresset Asset Management
Illinois
$1.2M +$157K +432 +15%
S
497
SignatureFD
Georgia
$1.2M -$39.5K -109 -3%
BWA
498
Brave Warrior Advisors
New York
$1.19M – – –
BIAS
499
Beacon Investment Advisory Services
New Jersey
$1.19M -$58K -160 -5%
TC
500
Telemus Capital
Michigan
$1.18M +$112K +310 +10%
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