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Moody's
MCO

Overview Fund Activity

943 hedge funds and large institutions have $45.7B invested in Moody's in 2022 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 336 increasing their positions, 351 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
943
Holders Change
-70
Holders Change %
-6.91%
% of All Funds
15.95%
Holding in Top 10
31
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.82%
% of All Funds
0.52%
New
74
Increased
336
Reduced
351
Closed
131
Calls
$89.6M
Puts
$72.7M
Net Calls
+$16.9M
Net Calls Change
+$60.4M

Top Buyers

1
LP
Longview Partners
Guernsey
+$489M
2
Principal Financial Group
Principal Financial Group
Iowa
+$284M
3
Morgan Stanley
Morgan Stanley
New York
+$278M
4
TCI Fund Management
TCI Fund Management
United Kingdom
+$261M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$151M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$288M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$208M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$197M
4
State Street
State Street
Massachusetts
-$123M
5
AC
AKO Capital
United Kingdom
-$99.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSWM
526
Triangle Securities Wealth Management
North Carolina
$793K +$325K +1,196 +70%
S
527
SignatureFD
Georgia
$790K -$107K -393 -12%
RE
528
RBC Europe
United Kingdom
$789K – – –
RC
529
RegentAtlantic Capital
New Jersey
$788K +$105K +385 +15%
BG
530
Bahl & Gaynor
Ohio
$779K – – –
RB
531
Rodgers Brothers
Pennsylvania
$778K – – –
ST
532
Smithfield Trust
Pennsylvania
$769K – – –
AWM
533
Apollon Wealth Management
South Carolina
$760K +$42.4K +156 +6%
EWM
534
Evermay Wealth Management
Virginia
$746K – – –
EIP
535
Epoch Investment Partners
New York
$740K – – –
HI
536
Human Investing
Oregon
$737K -$71.2K -262 -9%
MSAM
537
Moloney Securities Asset Management
Missouri
$736K -$24.5K -90 -3%
ACM
538
AlphaCrest Capital Management
New York
$732K +$326K +1,201 +80%
CAL
539
Capital Analysts LLC
Pennsylvania
$728K +$6.8K +25 +0.9%
ECM
540
Element Capital Management
New York
$720K +$240K +883 +50%
BC
541
Bartlett & Co
Ohio
$711K +$17.4K +64 +3%
BCWM
542
Bartlett & Co Wealth Management
Ohio
$711K +$17.4K +64 +3%
ETC
543
Exchange Traded Concepts
Oklahoma
$710K -$208K -766 -23%
BIM
544
Bridges Investment Management
Nebraska
$708K – – –
MNBTD
545
Moody National Bank Trust Division
Texas
$707K +$411K +1,511 +139%
DWM
546
Drive Wealth Management
Utah
$706K -$6.8K -25 -1%
SFA
547
Sequoia Financial Advisors
Ohio
$693K +$155K +569 +29%
CI
548
Cavalier Investments
Georgia
$692K -$64.7K -238 -9%
S
549
Seeyond
France
$683K -$71.5K -263 -9%
QIM
550
Quantitative Investment Management
Virginia
$679K +$679K +2,499 New
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22
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