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Moody's
MCO

Overview Fund Activity

911 hedge funds and large institutions have $50.6B invested in Moody's in 2021 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 312 increasing their positions, 319 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
-14
Holders Change %
-1.51%
% of All Funds
16.04%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.6%
New
84
Increased
312
Reduced
319
Closed
92
Calls
$90.8M
Puts
$107M
Net Calls
-$16.7M
Net Calls Change
-$20.7M

Top Buyers

1
VAM
Veritas Asset Management
United Kingdom
+$719M
2
Flossbach Von Storch
Flossbach Von Storch
Germany
+$211M
3
VFCM
Valley Forge Capital Management
Florida
+$168M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$103M
5
State Street
State Street
Massachusetts
+$90.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$437M
2
BlackRock
BlackRock
New York
-$214M
3
GAM
GuardCap Asset Management
United Kingdom
-$111M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$103M
5
Capital International Investors
Capital International Investors
California
-$96.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
501
Greenleaf Trust
Michigan
$958K +$94.1K +315 +11%
EWA
502
Exencial Wealth Advisors
Oklahoma
$956K – – –
PP
503
Paloma Partners
Connecticut
$949K -$2.11M -7,077 -69%
CW
504
CreativeOne Wealth
Kansas
$948K +$195K +653 +26%
LOPW
505
Live Oak Private Wealth
North Carolina
$944K +$211K +705 +29%
SPIA
506
Steward Partners Investment Advisory
New York
$937K +$74.1K +248 +9%
AC
507
Athanor Capital
New York
$931K -$1.91M -6,379 -67%
FC
508
Ferris Capital
Massachusetts
$929K +$266K +891 +40%
IIC
509
Ironwood Investment Counsel
Arizona
$928K – – –
Caisse de Depot et Placement du Quebec (CDPQ)
510
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$926K -$22.4K -75 -2%
TC
511
Telemus Capital
Michigan
$919K +$110K +353 +14%
ASN
512
Advisory Services Network
Georgia
$907K +$61.5K +206 +7%
MSAM
513
Moloney Securities Asset Management
Missouri
$904K -$21.5K -72 -2%
BRWA
514
B. Riley Wealth Advisors
Florida
$903K +$903K +3,021 New
EWA
515
Encompass Wealth Advisors
Oregon
$891K – – –
WCM
516
Weld Capital Management
New York
$891K +$891K +2,983 New
MPPLM
517
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$889K -$1.26M -5,231 -59%
RIM
518
Redwood Investment Management
Arizona
$867K +$867K +2,904 New
CAM
519
Cresset Asset Management
Illinois
$860K +$277K +928 +48%
BG
520
Bahl & Gaynor
Ohio
$856K -$32.9K -110 -4%
AAM
521
Azzad Asset Management
Virginia
$834K +$49.6K +166 +6%
NA
522
NewEdge Advisors
Louisiana
$832K +$122K +410 +17%
TU
523
TDAM USA
Ontario, Canada
$818K – – –
KWM
524
Keebeck Wealth Management
Illinois
$812K +$17.9K +60 +2%
TCM
525
Tuttle Capital Management
Connecticut
$810K +$461K +1,544 +132%
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