MCO icon

Moody's
MCO

Overview Fund Activity

1,048 hedge funds and large institutions have $65.7B invested in Moody's in 2021 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 386 increasing their positions, 297 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,048
Holders Change
+85
Holders Change %
+8.83%
% of All Funds
16.19%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.65%
New
158
Increased
386
Reduced
297
Closed
59
Calls
$74.1M
Puts
$139M
Net Calls
-$64.6M
Net Calls Change
-$153M

Top Buyers

1
BlackRock
BlackRock
New York
+$252M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$241M
3
CAM
Close Asset Management
United Kingdom
+$148M
4
MAMU
Marathon Asset Management (UK)
United Kingdom
+$90.1M
5
State Street
State Street
Massachusetts
+$86.7M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$367M
2
WPL
WINDACRE PARTNERSHIP LLC
Texas
-$308M
3
Harris Associates
Harris Associates
Illinois
-$165M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$152M
5
AC
AKO Capital
United Kingdom
-$91.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
A
526
Astrantus
Cyprus
$1.29M +$1.29M +3,300 New
AI
527
AdvisorShares Investments
Maryland
$1.29M -$151K -387 -11%
BWA
528
Brave Warrior Advisors
New York
$1.28M – – –
S
529
SignatureFD
Georgia
$1.27M +$52.7K +135 +4%
HPC
530
HM Payson & Co
Maine
$1.26M -$4.69K -12 -0.4%
BRWA
531
B. Riley Wealth Advisors
Florida
$1.26M +$14.8K +38 +1%
IC
532
Inverness Counsel
New York
$1.26M -$888K -2,274 -41%
EWA
533
Exencial Wealth Advisors
Oklahoma
$1.25M +$1.56K +4 +0.1%
Northwestern Mutual Wealth Management
534
Northwestern Mutual Wealth Management
Wisconsin
$1.24M +$31.6K +81 +3%
IIC
535
Ironwood Investment Counsel
Arizona
$1.21M -$1.95K -5 -0.2%
OIS
536
Okabena Investment Services
Minnesota
$1.2M +$16K +41 +1%
CI
537
Cavalier Investments
Georgia
$1.2M +$1.2M +3,076 New
WANY
538
Wealthspire Advisors (New York)
New York
$1.18M +$74.2K +190 +7%
WTA
539
Washington Trust Advisors
Massachusetts
$1.17M +$1.17M +2,999 New
MAM
540
Mystic Asset Management
Rhode Island
$1.17M +$1.17M +3,000 New
KWM
541
Keebeck Wealth Management
Illinois
$1.16M +$74.2K +190 +7%
RE
542
RBC Europe
United Kingdom
$1.14M -$70.3K -180 -6%
MSAM
543
Moloney Securities Asset Management
Missouri
$1.14M -$51.2K -131 -4%
PDN
544
Pensionfund DSM Netherlands
Netherlands
$1.13M – – –
AWM
545
Altium Wealth Management
New York
$1.13M +$70.7K +181 +7%
RIA
546
Regal Investment Advisors
Michigan
$1.13M -$234K -600 -17%
IA
547
IndexIQ Advisors
New York
$1.13M +$32K +82 +3%
FC
548
FORA Capital
Florida
$1.13M +$1.13M +2,881 New
ST
549
Smithfield Trust
Pennsylvania
$1.12M – – –
BG
550
Bahl & Gaynor
Ohio
$1.12M – – –
20 21
22
23 24