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Moody's
MCO

Overview Fund Activity

927 hedge funds and large institutions have $40.7B invested in Moody's in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 328 increasing their positions, 348 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
927
Holders Change
-16
Holders Change %
-1.7%
% of All Funds
16.03%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.55%
New
80
Increased
328
Reduced
348
Closed
84
Calls
$83.9M
Puts
$74.8M
Net Calls
+$9.05M
Net Calls Change
-$7.81M

Top Buyers

1
WPL
WINDACRE PARTNERSHIP LLC
Texas
+$301M
2
VAM
Veritas Asset Management
United Kingdom
+$184M
3
Principal Financial Group
Principal Financial Group
Iowa
+$97.3M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$60.6M
5
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$54.5M

Top Sellers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$97.6M
2
Capital International Investors
Capital International Investors
California
-$96.8M
3
BlackRock
BlackRock
New York
-$82.7M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$79M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$63.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
551
Evermay Wealth Management
Virginia
$667K – – –
SPIA
552
Steward Partners Investment Advisory
New York
$659K -$892K -3,667 -58%
MME
553
Meag Munich Ergo
Germany
$659K +$113K +465 +21%
BG
554
Bahl & Gaynor
Ohio
$656K -$40.3K -166 -6%
MSAM
555
Moloney Securities Asset Management
Missouri
$655K -$3.16K -13 -0.5%
CAL
556
Capital Analysts LLC
Pennsylvania
$655K +$5.1K +21 +0.8%
Rockefeller Capital Management
557
Rockefeller Capital Management
New York
$655K +$408K +1,679 +165%
EIP
558
Epoch Investment Partners
New York
$652K -$9.73K -40 -1%
WPW
559
Waldron Private Wealth
Pennsylvania
$652K +$87.2K +359 +15%
CC
560
Centiva Capital
New York
$650K +$650K +2,674 New
ECM
561
Element Capital Management
New York
$644K – – –
RC
562
RegentAtlantic Capital
New Jersey
$638K -$66.1K -272 -9%
BCWM
563
Bartlett & Co Wealth Management
Ohio
$633K -$2.43K -10 -0.4%
BC
564
Bartlett & Co
Ohio
$633K -$2.43K -10 -0.4%
BIM
565
Bridges Investment Management
Nebraska
$632K – – –
MNBTD
566
Moody National Bank Trust Division
Texas
$632K – – –
TMAM
567
Tokio Marine Asset Management
Japan
$625K +$109K +447 +21%
NIM
568
NuWave Investment Management
New Jersey
$625K +$625K +2,571 New
SA
569
SRN Advisors
Pennsylvania
$624K -$128K -528 -17%
CI
570
Cavalier Investments
Georgia
$620K +$1.46K +6 +0.2%
CGL
571
Clarius Group LLC
Washington
$610K +$16.3K +67 +3%
Two Sigma Advisers
572
Two Sigma Advisers
New York
$608K +$608K +2,500 New
PAS
573
Park Avenue Securities
New York
$607K +$39.6K +163 +7%
ETC
574
Exchange Traded Concepts
Oklahoma
$605K -$30.2K -124 -5%
PGIM
575
Pacific Global Investment Management
California
$601K +$48.6K +200 +9%
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