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Moody's
MCO

Overview Fund Activity

931 hedge funds and large institutions have $61.6B invested in Moody's in 2021 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 327 increasing their positions, 298 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
931
Holders Change
+20
Holders Change %
+2.2%
% of All Funds
16.25%
Holding in Top 10
38
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.76%
% of All Funds
0.66%
New
87
Increased
327
Reduced
298
Closed
63
Calls
$95.8M
Puts
$185M
Net Calls
-$89M
Net Calls Change
-$72.4M

Top Buyers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$227M
2
First Trust Advisors
First Trust Advisors
Illinois
+$189M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$109M
4
Goldman Sachs
Goldman Sachs
New York
+$94.7M
5
Capital International Investors
Capital International Investors
California
+$73.4M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$512M
2
Principal Financial Group
Principal Financial Group
Iowa
-$143M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$119M
4
Harris Associates
Harris Associates
Illinois
-$87.8M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$80.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOPW
501
Live Oak Private Wealth
North Carolina
$1.18M +$34.8K +96 +3%
HPC
502
HM Payson & Co
Maine
$1.18M – – –
EWA
503
Exencial Wealth Advisors
Oklahoma
$1.16M – – –
RWA
504
Ropes Wealth Advisors
Massachusetts
$1.16M -$23.6K -65 -2%
OSAM
505
O'Shaughnessy Asset Management
Connecticut
$1.15M +$489K +1,349 +74%
KWM
506
Keebeck Wealth Management
Illinois
$1.13M +$146K +403 +15%
IIC
507
Ironwood Investment Counsel
Arizona
$1.13M – – –
GAM
508
Gotham Asset Management
New York
$1.11M -$392K -1,081 -26%
MIH
509
Meitav Investment House
Israel
$1.06M +$193K +530 +22%
MSAM
510
Moloney Securities Asset Management
Missouri
$1.05M -$46.4K -128 -4%
ST
511
Smithfield Trust
Pennsylvania
$1.04M +$181K +500 +21%
BG
512
Bahl & Gaynor
Ohio
$1.04M – – –
TU
513
TDAM USA
Ontario, Canada
$1.02M -$8.28K -22 -0.8%
SPIA
514
Steward Partners Investment Advisory
New York
$998K -$140K -385 -12%
ASN
515
Advisory Services Network
Georgia
$990K -$112K -308 -10%
EWA
516
Encompass Wealth Advisors
Oregon
$978K – – –
AWM
517
Altium Wealth Management
New York
$974K +$6.53K +18 +0.7%
IA
518
IndexIQ Advisors
New York
$968K +$24.6K +68 +3%
IC
519
IEQ Capital
California
$963K +$190K +525 +25%
NA
520
NewEdge Advisors
Louisiana
$953K -$57.3K -158 -6%
LWCFA
521
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$952K – – –
D.E. Shaw & Co
522
D.E. Shaw & Co
New York
$950K -$1.33M -3,657 -58%
QI
523
QS Investors
New York
$950K -$7.25K -20 -0.8%
QIM
524
Quantitative Investment Management
Virginia
$944K -$1.78M -4,928 -65%
RB
525
Rodgers Brothers
Pennsylvania
$942K – – –
19 20
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