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Moody's
MCO

Overview Fund Activity

943 hedge funds and large institutions have $45.7B invested in Moody's in 2022 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 336 increasing their positions, 351 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
943
Holders Change
-70
Holders Change %
-6.91%
% of All Funds
15.95%
Holding in Top 10
31
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.82%
% of All Funds
0.52%
New
74
Increased
336
Reduced
351
Closed
131
Calls
$89.6M
Puts
$72.7M
Net Calls
+$16.9M
Net Calls Change
+$60.4M

Top Buyers

1
LP
Longview Partners
Guernsey
+$489M
2
Principal Financial Group
Principal Financial Group
Iowa
+$284M
3
Morgan Stanley
Morgan Stanley
New York
+$278M
4
TCI Fund Management
TCI Fund Management
United Kingdom
+$261M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$151M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$288M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$208M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$197M
4
State Street
State Street
Massachusetts
-$123M
5
AC
AKO Capital
United Kingdom
-$99.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
VST
476
Van Strum & Towne
California
$1.09M – – –
UAM
477
UAS Asset Management
New York
$1.09M +$1.09M +4,000 New
RAM
478
Redmond Asset Management
Virginia
$1.09M -$23.4K -86 -2%
MFGM
479
Marshall Financial Group (Maryland)
Maryland
$1.08M -$48.4K -178 -4%
AWM
480
Altium Wealth Management
New York
$1.08M +$191K +701 +22%
GM
481
GeoWealth Management
Illinois
$1.06M +$456K +1,676 +76%
QIM
482
Quest Investment Management
Oregon
$1.06M +$23.1K +85 +2%
VI
483
Vestcor Inc
New Brunswick, Canada
$1.06M +$335K +1,233 +47%
WJWM
484
Williams Jones Wealth Management
New York
$1.05M +$486K +1,787 +86%
FC
485
FORA Capital
Florida
$1.05M +$1.05M +3,861 New
AQR Capital Management
486
AQR Capital Management
Connecticut
$1.05M -$5.59M -20,729 -84%
NA
487
NewEdge Advisors
Louisiana
$1.02M +$1.02M +3,739 New
AFS
488
Aft Forsyth & Sober
Florida
$1.01M – – –
LRIC
489
Long Road Investment Counsel
Michigan
$1.01M – – –
AWM
490
Angeles Wealth Management
California
$1M -$27.7K -102 -3%
CCMG
491
Clark Capital Management Group
Pennsylvania
$998K +$4.9K +18 +0.5%
EF
492
Empowered Funds
Pennsylvania
$986K +$132K +487 +16%
HWMA
493
Heritage Wealth Management (Arizona)
Arizona
$984K -$20.9K -77 -2%
Millennium Management
494
Millennium Management
New York
$982K -$5.32M -19,580 -84%
LWCFA
495
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$981K +$123K +451 +14%
AFA
496
Abacus FCF Advisors
Florida
$976K -$39.2K -144 -4%
AI
497
AXS Investments
New York
$976K +$976K +3,590 New
Wolverine Trading
498
Wolverine Trading
Illinois
$975K -$3.41M -12,541 -78%
Credit Agricole
499
Credit Agricole
France
$975K -$2.35M -8,660 -71%
SIM
500
Sterling Investment Management
Arizona
$968K -$180K -660 -16%
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