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Moody's
MCO

Overview Fund Activity

1,048 hedge funds and large institutions have $65.7B invested in Moody's in 2021 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 386 increasing their positions, 297 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,048
Holders Change
+85
Holders Change %
+8.83%
% of All Funds
16.19%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.65%
New
158
Increased
386
Reduced
297
Closed
59
Calls
$74.1M
Puts
$139M
Net Calls
-$64.6M
Net Calls Change
-$153M

Top Buyers

1
BlackRock
BlackRock
New York
+$252M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$241M
3
CAM
Close Asset Management
United Kingdom
+$148M
4
MAMU
Marathon Asset Management (UK)
United Kingdom
+$90.1M
5
State Street
State Street
Massachusetts
+$86.7M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$367M
2
WPL
WINDACRE PARTNERSHIP LLC
Texas
-$308M
3
Harris Associates
Harris Associates
Illinois
-$165M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$152M
5
AC
AKO Capital
United Kingdom
-$91.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
476
HB Wealth Management
Georgia
$1.77M +$1.77M +4,534 New
DILIC
477
Dai-ichi Life Insurance Company
Japan
$1.77M -$65.2K -167 -4%
CI Investments Inc
478
CI Investments Inc
Ontario, Canada
$1.76M +$954K +2,442 +119%
QT
479
Quantamental Technologies
New York
$1.72M +$1.72M +4,406 New
BPGAM
480
BTG Pactual Global Asset Management
Bermuda
$1.72M -$82K -210 -5%
MFGM
481
Marshall Financial Group (Maryland)
Maryland
$1.71M +$8.99K +23 +0.5%
HFS
482
Haverford Financial Services
Pennsylvania
$1.68M – – –
KRSITF
483
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.68M +$22.3K +57 +1%
CFG
484
Citizens Financial Group
Rhode Island
$1.68M +$6.24K +16 +0.4%
FWCM
485
Ferguson Wellman Capital Management
Oregon
$1.67M -$3.73M -9,540 -69%
PFO
486
Pathstone Family Office
New Jersey
$1.66M +$83.9K +215 +5%
CW
487
CreativeOne Wealth
Kansas
$1.65M +$223K +570 +16%
RC
488
Roundview Capital
New Jersey
$1.63M +$14.5K +37 +0.9%
Cambridge Investment Research Advisors
489
Cambridge Investment Research Advisors
Iowa
$1.63M +$80.8K +207 +5%
CANY
490
Caxton Associates (New York)
New York
$1.61M +$1.29M +3,308 +412%
BBA
491
Baader Bank Aktiengesellschaft
Germany
$1.6M +$1.6M +4,107 New
CCMG
492
Clark Capital Management Group
Pennsylvania
$1.59M -$21.1K -54 -1%
RAM
493
Redmond Asset Management
Virginia
$1.58M -$17.6K -45 -1%
BIAS
494
Beacon Investment Advisory Services
New Jersey
$1.57M +$295K +756 +23%
TI
495
Tidal Investments
Wisconsin
$1.57M +$475K +1,215 +43%
ESB
496
Essex Savings Bank
Connecticut
$1.57M -$781 -2 -0%
IG
497
Inherent Group
New York
$1.56M -$1.8M -4,606 -54%
VST
498
Van Strum & Towne
California
$1.56M – – –
AIM
499
Aigen Investment Management
New York
$1.53M +$524K +1,329 +52%
CAM
500
Cresset Asset Management
Illinois
$1.52M +$148K +378 +11%
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