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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 %
AIA
526
Angeles Investment Advisors
California
$938K – – –
WT
527
Washington Trust
Rhode Island
$931K – – –
BCWM
528
Bartlett & Co Wealth Management
Ohio
$927K – – –
BC
529
Bartlett & Co
Ohio
$927K – – –
WANY
530
Wealthspire Advisors (New York)
New York
$911K -$900K -2,484 -50%
CAL
531
Capital Analysts LLC
Pennsylvania
$900K -$47.8K -132 -5%
PA
532
Profund Advisors
Maryland
$898K -$31.5K -87 -3%
AAM
533
Azzad Asset Management
Virginia
$893K -$120K -330 -12%
PGIM
534
Pacific Global Investment Management
California
$891K – – –
Northwestern Mutual Wealth Management
535
Northwestern Mutual Wealth Management
Wisconsin
$879K -$606K -1,673 -41%
DBRC
536
D.B. Root & Company
Pennsylvania
$878K +$396K +1,092 +82%
RT
537
Rockland Trust
Massachusetts
$877K -$20.7K -57 -2%
CP
538
Cumberland Partners
Ontario, Canada
$870K -$489K -1,350 -36%
PAS
539
Park Avenue Securities
New York
$869K +$96.4K +266 +12%
PA
540
PFG Advisors
Arizona
$868K -$10.9K -30 -1%
TI
541
Tidal Investments
Wisconsin
$867K +$306K +845 +55%
CC
542
Caxton Corporation
New Jersey
$863K +$370K +1,020 +75%
HAG
543
HighPoint Advisor Group
Illinois
$858K +$155K +427 +22%
RHJA
544
Rice Hall James & Associates
California
$857K – – –
Capstone Investment Advisors
545
Capstone Investment Advisors
New York
$856K +$856K +2,362 New
LSAG
546
Lake Street Advisors Group
New Hampshire
$853K +$8.34K +22 +1%
BCM
547
Bienville Capital Management
New York
$843K – – –
AWP
548
Accretive Wealth Partners
New Jersey
$843K +$58K +160 +7%
SG Americas Securities
549
SG Americas Securities
New York
$836K -$6.09M -16,817 -88%
CC
550
Cipher Capital
New York
$834K +$834K +2,302 New
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