MCO icon

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 %
NL
551
NVWM LLC
Pennsylvania
$677K -$272 -1 -0%
SFI
552
Siemens Fonds Invest
Germany
$674K -$3.54K -13 -0.5%
RWA
553
Ropes Wealth Advisors
Massachusetts
$671K – – –
VPI
554
Value Partners Investments
Manitoba, Canada
$668K +$89.8K +331 +16%
WT
555
Whittier Trust
California
$665K +$5.44K +20 +0.8%
CGL
556
Clarius Group LLC
Washington
$664K +$49.8K +183 +8%
MGP
557
Metis Global Partners
California
$662K -$41.9K -154 -6%
HAG
558
HighPoint Advisor Group
Illinois
$654K +$654K +2,312 New
WANY
559
Wealthspire Advisors (New York)
New York
$653K -$43.3K -159 -6%
RJT
560
Raymond James Trust
Florida
$653K +$75.3K +277 +13%
Assenagon Asset Management
561
Assenagon Asset Management
Luxembourg
$648K -$7.55M -27,761 -92%
MAM
562
Meeder Asset Management
Ohio
$647K +$91.9K +338 +17%
HBT
563
Heartland Bank & Trust
Illinois
$643K +$8.97K +33 +1%
AWP
564
Accretive Wealth Partners
New Jersey
$637K -$49.5K -182 -7%
RCA
565
Roberts Capital Advisors
Colorado
$637K – – –
Cerity Partners
566
Cerity Partners
New York
$637K +$216K +795 +51%
BPA
567
Beacon Pointe Advisors
California
$636K -$335K -1,223 -34%
PA
568
PFG Advisors
Arizona
$636K -$21.8K -80 -3%
PAS
569
Park Avenue Securities
New York
$635K -$25.6K -94 -4%
CAM
570
Cresset Asset Management
Illinois
$634K -$453K -1,668 -42%
BCM
571
Bienville Capital Management
New York
$633K – – –
WPW
572
Waldron Private Wealth
Pennsylvania
$632K -$3.26K -12 -0.5%
MFG
573
Monte Financial Group
Connecticut
$629K +$84K +309 +15%
AAS
574
Avantax Advisory Services
Texas
$627K +$427K +1,568 +213%
CCM
575
Coldstream Capital Management
Washington
$622K +$135K +495 +28%
21 22
23
24 25