MCO icon

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 %
WT
551
Whittier Trust
California
$829K – – –
Nomura Holdings
552
Nomura Holdings
Japan
$821K -$22.4M -61,909 -96%
AIP
553
Ameritas Investment Partners
Nebraska
$807K – – –
LWP
554
Lumature Wealth Partners
Georgia
$805K +$48.2K +133 +6%
HWMA
555
Heritage Wealth Management (Arizona)
Arizona
$794K -$3.62K -10 -0.5%
RJT
556
Raymond James Trust
Florida
$794K +$32.9K +91 +4%
SW
557
SVB Wealth
Massachusetts
$781K +$183K +504 +31%
RFG
558
Range Financial Group
Oregon
$778K +$121K +335 +18%
CGL
559
Clarius Group LLC
Washington
$774K +$11.6K +32 +2%
ONB
560
Old National Bancorp
Indiana
$763K -$1.81K -5 -0.2%
FTDI
561
First Trust Direct Indexing
Massachusetts
$761K +$181K +499 +31%
FFM
562
Fullerton Fund Management
Singapore
$761K +$761K +2,101 New
JF
563
Jump Financial
Illinois
$751K +$318K +876 +73%
RCC
564
Red Cedar Capital
Nebraska
$750K – – –
KFI
565
Key Financial Inc
Pennsylvania
$741K +$15K +40 +2%
WPW
566
Waldron Private Wealth
Pennsylvania
$734K – – –
CI Investments Inc
567
CI Investments Inc
Ontario, Canada
$730K -$74.3K -205 -9%
SB
568
Sunflower Bank
Texas
$726K -$12K -33 -2%
SCM
569
Stonebridge Capital Management
California
$725K – – –
WA
570
WestEnd Advisors
North Carolina
$724K – – –
PA
571
Parallel Advisors
California
$723K +$47.1K +130 +7%
JAFL
572
Jay A. Fishman Ltd
Michigan
$698K -$14.1K -39 -2%
EF
573
Empirical Finance
Pennsylvania
$696K +$97.9K +270 +16%
RA
574
Riversedge Advisors
Delaware
$693K – – –
HCMT
575
Highland Capital Management (Tennessee)
Tennessee
$689K -$36.3K -100 -5%
21 22
23
24 25