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Moody's
MCO

Overview Fund Activity

957 hedge funds and large institutions have $52B invested in Moody's in 2023 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 337 increasing their positions, 339 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
957
Holders Change
–
Holders Change %
0%
% of All Funds
15.32%
Holding in Top 10
41
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.89%
% of All Funds
0.66%
New
88
Increased
337
Reduced
339
Closed
69
Calls
$221M
Puts
$118M
Net Calls
+$104M
Net Calls Change
+$156M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$363M
2
TCI Fund Management
TCI Fund Management
United Kingdom
+$354M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$293M
4
PAM
PineStone Asset Management
Quebec, Canada
+$267M
5
SP
Sarasin & Partners
United Kingdom
+$182M

Top Sellers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
-$391M
2
Capital International Investors
Capital International Investors
California
-$352M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$339M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$263M
5
First Trust Advisors
First Trust Advisors
Illinois
-$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSFS
476
Wilmington Savings Fund Society
Delaware
$1.35M – – –
AWS
477
Atria Wealth Solutions
New York
$1.34M +$1.02M +3,325 +313%
ICM
478
IMS Capital Management
Oregon
$1.31M +$1.53K +5 +0.1%
EF
479
Empowered Funds
Pennsylvania
$1.29M -$84.5K -276 -6%
Canada Pension Plan Investment Board
480
Canada Pension Plan Investment Board
Ontario, Canada
$1.28M +$1.26M +4,116 +6,748%
FWCM
481
Ferguson Wellman Capital Management
Oregon
$1.28M +$3.06K +10 +0.2%
BAAM
482
Baker Avenue Asset Management
California
$1.27M +$918 +3 +0.1%
Cambridge Investment Research Advisors
483
Cambridge Investment Research Advisors
Iowa
$1.26M -$58.4K -191 -4%
GAM
484
Gotham Asset Management
New York
$1.25M +$134K +437 +12%
TCM
485
Teza Capital Management
Illinois
$1.25M +$1.25M +4,072 New
ESB
486
Essex Savings Bank
Connecticut
$1.24M +$2.75K +9 +0.2%
ET
487
Equitable Trust
Tennessee
$1.23M -$61.2K -200 -5%
VST
488
Van Strum & Towne
California
$1.22M – – –
TYCC
489
Texas Yale Capital Corp
Florida
$1.2M – – –
Impax Asset Management Group
490
Impax Asset Management Group
United Kingdom
$1.2M -$123K -402 -9%
AI
491
AXS Investments
New York
$1.19M +$29.4K +96 +3%
VI
492
Vestcor Inc
New Brunswick, Canada
$1.19M -$5.51K -18 -0.5%
BF
493
BOK Financial
Oklahoma
$1.19M -$163K -533 -12%
ECM
494
ExodusPoint Capital Management
New York
$1.19M +$1.19M +3,874 New
WJWM
495
Williams Jones Wealth Management
New York
$1.18M – – –
QCM
496
Qsemble Capital Management
New York
$1.16M +$1.16M +3,800 New
RAM
497
Redmond Asset Management
Virginia
$1.16M -$41.6K -136 -3%
AFS
498
Aft Forsyth & Sober
Florida
$1.14M – – –
CCG
499
Cypress Capital Group
Florida
$1.14M -$336K -1,098 -23%
BRWA
500
B. Riley Wealth Advisors
Florida
$1.13M -$154K -502 -12%
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