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Moody's
MCO

Overview Fund Activity

911 hedge funds and large institutions have $50.6B invested in Moody's in 2021 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 312 increasing their positions, 319 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
-14
Holders Change %
-1.51%
% of All Funds
16.04%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.6%
New
84
Increased
312
Reduced
319
Closed
92
Calls
$90.8M
Puts
$107M
Net Calls
-$16.7M
Net Calls Change
-$20.7M

Top Buyers

1
VAM
Veritas Asset Management
United Kingdom
+$719M
2
Flossbach Von Storch
Flossbach Von Storch
Germany
+$211M
3
VFCM
Valley Forge Capital Management
Florida
+$168M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$103M
5
State Street
State Street
Massachusetts
+$90.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$437M
2
BlackRock
BlackRock
New York
-$214M
3
GAM
GuardCap Asset Management
United Kingdom
-$111M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$103M
5
Capital International Investors
Capital International Investors
California
-$96.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
DILIC
576
Dai-ichi Life Insurance Company
Japan
$564K -$2.63M -8,800 -82%
WP
577
WMS Partners
Maryland
$564K – – –
SP
578
Symmetry Partners
Connecticut
$562K -$4.18K -14 -0.7%
MS
579
Madden Securities
Texas
$557K -$44.8K -150 -7%
PA
580
Parallel Advisors
California
$557K +$12.2K +41 +2%
ICM
581
IMS Capital Management
Oregon
$555K – – –
CRWM
582
Castle Rock Wealth Management
California
$555K – – –
TMAM
583
Tokio Marine Asset Management
Japan
$552K -$152K -509 -22%
LPT
584
Legacy Private Trust
Wisconsin
$551K -$80.9K -271 -13%
MWM
585
Mission Wealth Management
California
$550K +$597 +2 +0.1%
HBT
586
Heartland Bank & Trust
Illinois
$546K +$32K +107 +6%
OSAM
587
O'Shaughnessy Asset Management
Connecticut
$544K +$32.2K +108 +6%
RMCM
588
Reynders McVeigh Capital Management
Massachusetts
$544K +$544K +1,821 New
RFG
589
Range Financial Group
Oregon
$541K +$541K +1,813 New
HI
590
Horizon Investments
North Carolina
$538K +$538K +1,802 New
ACP
591
Ashfield Capital Partners
California
$528K – – –
BAM
592
Blueshift Asset Management
New Jersey
$526K -$6.8M -22,759 -93%
MYAM
593
Meiji Yasuda Asset Management
Japan
$512K +$164K +550 +47%
BOTW
594
Bank of the West
California
$511K -$59.8K -200 -10%
SCA
595
Snowden Capital Advisors
New York
$511K +$136K +457 +36%
SW
596
SVB Wealth
Massachusetts
$493K +$15.8K +53 +3%
WKWM
597
Walter & Keenan Wealth Management
Indiana
$492K – – –
PCA
598
Personal Capital Advisors
California
$482K -$15.2K -51 -3%
SIM
599
Sentry Investment Management
Wisconsin
$481K -$2.3M -7,695 -83%
JWCA
600
J.W. Coons Advisors
Ohio
$479K -$127K -424 -21%
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