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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 %
AWM
526
Altium Wealth Management
New York
$797K -$28.1K -94 -3%
QI
527
QS Investors
New York
$789K – – –
LWCFA
528
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$784K +$5.67K +19 +0.7%
CAL
529
Capital Analysts LLC
Pennsylvania
$781K +$52.8K +177 +7%
IA
530
IndexIQ Advisors
New York
$778K +$98.3K +329 +14%
RB
531
Rodgers Brothers
Pennsylvania
$776K – – –
AIA
532
Angeles Investment Advisors
California
$773K – – –
WT
533
Washington Trust
Rhode Island
$767K – – –
PA
534
Profund Advisors
Maryland
$767K +$69.9K +234 +10%
BCWM
535
Bartlett & Co Wealth Management
Ohio
$764K – – –
BC
536
Bartlett & Co
Ohio
$764K – – –
VPIM
537
Vanguard Personalized Indexing Management
California
$762K +$170K +569 +29%
LS
538
Livforsakringsbolaget Skandia
Sweden
$753K – – –
RT
539
Rockland Trust
Massachusetts
$740K – – –
PGIM
540
Pacific Global Investment Management
California
$734K +$299 +1 +0%
PA
541
PFG Advisors
Arizona
$724K +$1.49K +5 +0.2%
ST
542
Smithfield Trust
Pennsylvania
$708K -$56.8K -190 -7%
RHJA
543
Rice Hall James & Associates
California
$707K -$61.9K -207 -8%
BCM
544
Bienville Capital Management
New York
$695K – – –
LIA
545
LS Investment Advisors
Michigan
$693K -$129K -433 -16%
Assenagon Asset Management
546
Assenagon Asset Management
Luxembourg
$691K -$30.9M -103,508 -98%
RE
547
RBC Europe
United Kingdom
$691K – – –
WT
548
Whittier Trust
California
$682K -$20.3K -68 -3%
BCI
549
Brinker Capital Investments
Pennsylvania
$666K -$620K -2,075 -48%
AIP
550
Ameritas Investment Partners
Nebraska
$665K -$36.7K -123 -5%
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