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Moody's
MCO

Overview Fund Activity

927 hedge funds and large institutions have $40.7B invested in Moody's in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 328 increasing their positions, 348 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
927
Holders Change
-16
Holders Change %
-1.7%
% of All Funds
16.03%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.55%
New
80
Increased
328
Reduced
348
Closed
84
Calls
$83.9M
Puts
$74.8M
Net Calls
+$9.05M
Net Calls Change
-$7.81M

Top Buyers

1
WPL
WINDACRE PARTNERSHIP LLC
Texas
$301M
2
VAM
Veritas Asset Management
United Kingdom
$318M
3
Principal Financial Group
Principal Financial Group
Iowa
$725M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$765M
5
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$76.9M

Top Sellers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$1.23B
2
Capital International Investors
Capital International Investors
California
$376M
3
BlackRock
BlackRock
New York
$3.05B
4
AllianceBernstein
AllianceBernstein
Tennessee
$114M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$37.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ET
476
Equitable Trust
Tennessee
$1.13M -$163K -672 -13%
Wolverine Trading
477
Wolverine Trading
Illinois
$1.12M +$240K +971 +27%
RPC
478
Rossmore Private Capital
Connecticut
$1.12M – – –
BWP
479
Balboa Wealth Partners
Arizona
$1.11M +$1.11M +4,552 New
CFM
480
Coronation Fund Managers
South Africa
$1.09M -$4.91M -20,184 -82%
CFG
481
Citizens Financial Group
Rhode Island
$1.09M -$45.2K -186 -4%
BF
482
BOK Financial
Oklahoma
$1.08M -$752K -3,096 -41%
WSFS
483
Wilmington Savings Fund Society
Delaware
$1.08M – – –
MFS
484
Mirabella Financial Services
United Kingdom
$1.06M +$1.06M +4,278 New
QIM
485
Quest Investment Management
Oregon
$1.04M +$91.9K +378 +10%
ICM
486
IMS Capital Management
Oregon
$1.04M +$270K +1,112 +35%
MFAM
487
Motley Fool Asset Management
Virginia
$1.03M -$5.84K -24 -0.6%
Cetera Investment Advisers
488
Cetera Investment Advisers
Illinois
$1.02M -$38.4K -158 -4%
BAAM
489
Baker Avenue Asset Management
California
$1.01M -$2.67K -11 -0.3%
FWCM
490
Ferguson Wellman Capital Management
Oregon
$1.01M +$6.08K +25 +0.6%
Cambridge Investment Research Advisors
491
Cambridge Investment Research Advisors
Iowa
$1.01M -$14.1K -58 -1%
BRWA
492
B. Riley Wealth Advisors
Florida
$999K +$150K +618 +18%
EF
493
Empowered Funds
Pennsylvania
$997K +$116K +475 +13%
ESB
494
Essex Savings Bank
Connecticut
$980K +$1.94K +8 +0.2%
RIM
495
Redpoint Investment Management
Australia
$973K -$192K -789 -16%
VST
496
Van Strum & Towne
California
$972K – – –
RAM
497
Redmond Asset Management
Virginia
$970K – – –
MFGM
498
Marshall Financial Group (Maryland)
Maryland
$965K -$486 -2 -0.1%
EF
499
Empirical Finance
Pennsylvania
$955K +$154K +633 +19%
TYCC
500
Texas Yale Capital Corp
Florida
$955K +$955K +3,930 New
18 19
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