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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 %
CCMG
501
Clark Capital Management Group
Pennsylvania
$1.02M – – –
GAM
502
Gotham Asset Management
New York
$1.02M -$3.26M -11,688 -76%
Bessemer Group
503
Bessemer Group
New Jersey
$1.01M +$109K +393 +12%
RT
504
Rockland Trust
Massachusetts
$995K +$995K +3,570 New
AQR Capital Management
505
AQR Capital Management
Connecticut
$990K +$36.2K +130 +4%
KJHP
506
K.J. Harrison & Partners
Ontario, Canada
$988K +$988K +2,619 New
TSW
507
Thompson Siegel & Walmsley
Virginia
$975K +$975K +3,500 New
AWM
508
Apollon Wealth Management
South Carolina
$968K +$63.5K +228 +7%
TRCT
509
Tower Research Capital (TRC)
New York
$961K -$4.32M -15,498 -82%
SH
510
SeaTown Holdings
Singapore
$947K +$947K +3,400 New
AMG
511
Asset Management Group
Connecticut
$937K – – –
CC
512
Centiva Capital
New York
$936K +$191K +686 +26%
BFG
513
Bleakley Financial Group
New Jersey
$926K +$926K +3,323 New
HBT
514
Hills Bank & Trust
Iowa
$925K -$279 -1 -0%
EWA
515
Exencial Wealth Advisors
Oklahoma
$904K +$7.52K +27 +0.8%
S
516
SignatureFD
Georgia
$900K -$62.1K -223 -6%
BWA
517
Brave Warrior Advisors
New York
$878K +$5.85K +21 +0.7%
SWM
518
Sendero Wealth Management
Texas
$877K +$447K +1,603 +104%
VPI
519
Value Partners Investments
Manitoba, Canada
$877K +$27K +97 +3%
AIM
520
Anchor Investment Management
South Carolina
$869K – – –
IIC
521
Ironwood Investment Counsel
Arizona
$865K – – –
Northwestern Mutual Wealth Management
522
Northwestern Mutual Wealth Management
Wisconsin
$844K +$28.4K +102 +3%
UAM
523
UAS Asset Management
New York
$836K -$557K -2,000 -40%
MAM
524
Mystic Asset Management
Rhode Island
$836K – – –
Lazard Asset Management
525
Lazard Asset Management
New York
$832K -$1.1M -3,947 -57%
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