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Moody's
MCO

Overview Fund Activity

963 hedge funds and large institutions have $59.8B invested in Moody's in 2021 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 333 increasing their positions, 311 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
963
Holders Change
+32
Holders Change %
+3.44%
% of All Funds
16.91%
Holding in Top 10
35
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.89%
% of All Funds
0.61%
New
98
Increased
333
Reduced
311
Closed
50
Calls
$294M
Puts
$205M
Net Calls
+$88.4M
Net Calls Change
+$177M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$143M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$115M
3
HighTower Advisors
HighTower Advisors
Illinois
+$87.4M
4
Barclays
Barclays
United Kingdom
+$80.4M
5
BlackRock
BlackRock
New York
+$63.7M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$254M
2
CBT
Capital Bank & Trust
California
-$119M
3
MA
Marshfield Associates
District of Columbia
-$113M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$103M
5
NIPH
NN Investment Partners Holdings
Netherlands
-$98.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCIA
526
Campbell & Co Investment Adviser
Maryland
$1.05M +$1.05M +2,964 New
LS
527
Livforsakringsbolaget Skandia
Sweden
$1.04M -$177K -500 -15%
AIA
528
Angeles Investment Advisors
California
$1.04M +$117K +329 +13%
RB
529
Rodgers Brothers
Pennsylvania
$1.03M +$110K +311 +12%
PDN
530
Pensionfund DSM Netherlands
Netherlands
$1.03M -$3.05M -8,600 -75%
ST
531
Smithfield Trust
Pennsylvania
$1.02M – – –
BG
532
Bahl & Gaynor
Ohio
$1.02M – – –
WANY
533
Wealthspire Advisors (New York)
New York
$1.01M +$116K +328 +13%
S
534
Seeyond
France
$1M +$740K +2,085 +280%
IA
535
IndexIQ Advisors
New York
$998K +$49.4K +139 +5%
TI
536
Tidal Investments
Wisconsin
$998K +$148K +417 +17%
HB
537
Homrich & Berg
Georgia
$998K +$998K +2,811 New
KWM
538
Keebeck Wealth Management
Illinois
$986K -$123K -346 -11%
SPIA
539
Steward Partners Investment Advisory
New York
$978K – – –
AWM
540
Altium Wealth Management
New York
$966K +$11.7K +33 +1%
TU
541
TDAM USA
Ontario, Canada
$964K -$355 -1 -0%
ASN
542
Advisory Services Network
Georgia
$954K -$15.6K -44 -2%
LWCFA
543
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$933K – – –
SW
544
SVB Wealth
Massachusetts
$913K +$147K +415 +19%
WT
545
Washington Trust
Rhode Island
$912K -$355 -1 -0%
BC
546
Bartlett & Co
Ohio
$906K -$3.2K -9 -0.4%
BCWM
547
Bartlett & Co Wealth Management
Ohio
$906K -$3.2K -9 -0.4%
NA
548
NewEdge Advisors
Louisiana
$901K -$32.3K -91 -3%
AIM
549
Aigen Investment Management
New York
$901K +$675K +1,901 +299%
HWMA
550
Heritage Wealth Management (Arizona)
Arizona
$900K +$122K +344 +16%
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