MCO icon

Moody's
MCO

Overview Fund Activity

943 hedge funds and large institutions have $45.7B invested in Moody's in 2022 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 336 increasing their positions, 351 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
943
Holders Change
-70
Holders Change %
-6.91%
% of All Funds
15.95%
Holding in Top 10
31
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.82%
% of All Funds
0.52%
New
74
Increased
336
Reduced
351
Closed
131
Calls
$89.6M
Puts
$72.7M
Net Calls
+$16.9M
Net Calls Change
+$60.4M

Top Buyers

1
LP
Longview Partners
Guernsey
+$489M
2
Principal Financial Group
Principal Financial Group
Iowa
+$284M
3
Morgan Stanley
Morgan Stanley
New York
+$278M
4
TCI Fund Management
TCI Fund Management
United Kingdom
+$261M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$151M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$288M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$208M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$197M
4
State Street
State Street
Massachusetts
-$123M
5
AC
AKO Capital
United Kingdom
-$99.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
501
AdvisorShares Investments
Maryland
$966K -$14.7K -54 -1%
BRWA
502
B. Riley Wealth Advisors
Florida
$950K -$34K -125 -3%
Bessemer Group
503
Bessemer Group
New Jersey
$919K -$1.84M -6,783 -67%
ECM
504
Everence Capital Management
Indiana
$918K – – –
UH
505
Unigestion Holding
Switzerland
$916K +$270K +991 +42%
AMG
506
Asset Management Group
Connecticut
$915K – – –
HBT
507
Hills Bank & Trust
Iowa
$903K – – –
AIM
508
Anchor Investment Management
South Carolina
$903K – – –
EF
509
Empirical Finance
Pennsylvania
$896K +$48.4K +178 +6%
PFM
510
Patton Fund Management
Texas
$894K -$635K -2,333 -42%
CI Investments Inc
511
CI Investments Inc
Ontario, Canada
$878K -$183K -672 -17%
EWA
512
Exencial Wealth Advisors
Oklahoma
$877K +$4.08K +15 +0.5%
ICM
513
IMS Capital Management
Oregon
$855K +$26.1K +96 +3%
Northwestern Mutual Wealth Management
514
Northwestern Mutual Wealth Management
Wisconsin
$851K -$99.6K -366 -10%
BWA
515
Brave Warrior Advisors
New York
$851K -$40.8K -150 -5%
IIC
516
Ironwood Investment Counsel
Arizona
$844K – – –
SA
517
SRN Advisors
Pennsylvania
$841K -$140K -516 -14%
PP
518
Prudential plc
United Kingdom
$838K -$31K -114 -4%
CPA
519
Capital Planning Advisors
California
$836K -$536K -1,971 -39%
SCA
520
Spearhead Capital Advisors
Florida
$836K +$836K +3,074 New
HPC
521
HM Payson & Co
Maine
$819K -$7.88K -29 -1%
WTA
522
Washington Trust Advisors
Massachusetts
$819K -$1.09K -4 -0.1%
UB
523
UMB Bank
Missouri
$815K -$34K -125 -4%
MAM
524
Mystic Asset Management
Rhode Island
$815K – – –
SS
525
Simplicity Solutions
Minnesota
$794K +$135K +495 +20%
19 20
21
22 23