MCO icon

Moody's
MCO

Overview Fund Activity

957 hedge funds and large institutions have $48.5B invested in Moody's in 2022 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 321 increasing their positions, 343 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
957
Holders Change
+30
Holders Change %
+3.24%
% of All Funds
15.44%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.58%
New
130
Increased
321
Reduced
343
Closed
76
Calls
$76M
Puts
$128M
Net Calls
-$52.3M
Net Calls Change
-$61.3M

Top Buyers

1
TCI Fund Management
TCI Fund Management
United Kingdom
+$269M
2
Morgan Stanley
Morgan Stanley
New York
+$255M
3
BlackRock
BlackRock
New York
+$115M
4
BCF
BLS Capital Fondsmaeglerselskab
Denmark
+$87.3M
5
Marshall Wace
Marshall Wace
United Kingdom
+$68.5M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$106M
2
AWA
Arete Wealth Advisors
Illinois
-$96.1M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$90.3M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$74.7M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$66.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
526
BlueMar Capital Management
Florida
$830K +$830K +2,980 New
Voloridge Investment Management
527
Voloridge Investment Management
Florida
$828K -$536K -1,923 -39%
UB
528
UMB Bank
Missouri
$825K – – –
PP
529
Pegasus Partners
Wisconsin
$819K +$3.34K +12 +0.4%
LA
530
Legacy Advisors
Pennsylvania
$816K +$148K +531 +22%
SG Americas Securities
531
SG Americas Securities
New York
$806K -$2.4M -8,611 -75%
RB
532
Rodgers Brothers
Pennsylvania
$797K – – –
HPC
533
HM Payson & Co
Maine
$788K -$51.5K -185 -6%
CGL
534
Clarius Group LLC
Washington
$786K +$87K +312 +12%
PFP
535
Pinnacle Financial Partners
Tennessee
$779K -$2.21M -7,923 -74%
AG
536
AIA Group
Hong Kong
$777K -$110K -395 -12%
BG
537
Bahl & Gaynor
Ohio
$775K +$22.3K +80 +3%
Rockefeller Capital Management
538
Rockefeller Capital Management
New York
$768K +$17.3K +62 +2%
CPG
539
Cornerstone Planning Group
New Jersey
$767K +$767K +2,449 New
Simplex Trading
540
Simplex Trading
Illinois
$765K -$2.71M -9,737 -78%
EWM
541
Evermay Wealth Management
Virginia
$764K – – –
ST
542
Smithfield Trust
Pennsylvania
$763K -$29.9K -107 -4%
WTA
543
Washington Trust Advisors
Massachusetts
$762K -$59.9K -215 -7%
MMA
544
Miracle Mile Advisors
California
$759K +$108K +387 +17%
MME
545
Meag Munich Ergo
Germany
$755K – – –
MFG
546
Monte Financial Group
Connecticut
$751K +$90.5K +325 +14%
MSAM
547
Moloney Securities Asset Management
Missouri
$751K +$836 +3 +0.1%
MAS
548
Meeder Advisory Services
Ohio
$747K +$747K +2,682 New
EIP
549
Epoch Investment Partners
New York
$747K – – –
BPA
550
Beacon Pointe Advisors
California
$746K +$129K +462 +21%
20 21
22
23 24