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Moody's
MCO

Overview Fund Activity

957 hedge funds and large institutions have $48.5B invested in Moody's in 2022 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 321 increasing their positions, 343 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
957
Holders Change
+30
Holders Change %
+3.24%
% of All Funds
15.44%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.58%
New
130
Increased
321
Reduced
343
Closed
76
Calls
$76M
Puts
$128M
Net Calls
-$52.3M
Net Calls Change
-$61.3M

Top Buyers

1
TCI Fund Management
TCI Fund Management
United Kingdom
+$269M
2
Morgan Stanley
Morgan Stanley
New York
+$255M
3
BlackRock
BlackRock
New York
+$115M
4
BCF
BLS Capital Fondsmaeglerselskab
Denmark
+$87.3M
5
Marshall Wace
Marshall Wace
United Kingdom
+$68.5M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$106M
2
AWA
Arete Wealth Advisors
Illinois
-$96.1M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$90.3M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$74.7M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$66.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
476
Tidal Investments
Wisconsin
$1.21M -$273K -980 -18%
Impax Asset Management Group
477
Impax Asset Management Group
United Kingdom
$1.2M -$385K -1,381 -24%
Cambridge Investment Research Advisors
478
Cambridge Investment Research Advisors
Iowa
$1.2M +$46K +165 +4%
TWC
479
TD Waterhouse Canada
Ontario, Canada
$1.19M -$244K -868 -17%
ICM
480
IMS Capital Management
Oregon
$1.19M +$5.57K +20 +0.5%
EF
481
Empirical Finance
Pennsylvania
$1.19M +$91.9K +330 +8%
CA
482
Cetera Advisors
Colorado
$1.18M +$1.18M +4,247 New
GT
483
Greenleaf Trust
Michigan
$1.18M -$241K -865 -17%
ET
484
Equitable Trust
Tennessee
$1.18M -$113K -405 -9%
BRWA
485
B. Riley Wealth Advisors
Florida
$1.17M +$25.9K +93 +2%
FWCM
486
Ferguson Wellman Capital Management
Oregon
$1.16M – – –
BAAM
487
Baker Avenue Asset Management
California
$1.16M -$4.18K -15 -0.4%
MFAM
488
Motley Fool Asset Management
Virginia
$1.13M -$50.7K -182 -4%
ESB
489
Essex Savings Bank
Connecticut
$1.12M -$279 -1 -0%
VST
490
Van Strum & Towne
California
$1.11M – – –
QT
491
Quantamental Technologies
New York
$1.1M +$620K +2,227 +129%
TYCC
492
Texas Yale Capital Corp
Florida
$1.09M – – –
RAM
493
Redmond Asset Management
Virginia
$1.09M -$18.4K -66 -2%
VI
494
Vestcor Inc
New Brunswick, Canada
$1.09M +$1.67K +6 +0.2%
WJWM
495
Williams Jones Wealth Management
New York
$1.08M – – –
AI
496
AXS Investments
New York
$1.06M +$79.1K +284 +8%
AssetMark Inc
497
AssetMark Inc
California
$1.04M +$43.2K +155 +4%
AFS
498
Aft Forsyth & Sober
Florida
$1.04M – – –
AWM
499
Angeles Wealth Management
California
$1.03M +$1.39K +5 +0.1%
LRIC
500
Long Road Investment Counsel
Michigan
$1.03M -$5.85K -21 -0.6%
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