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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 %
CFMC
576
Curbstone Financial Management Corp
New Hampshire
$689K -$18.1K -50 -3%
WP
577
WMS Partners
Maryland
$685K – – –
PIMG
578
Patriot Investment Management Group
Tennessee
$684K +$684K +1,890 New
SP
579
Symmetry Partners
Connecticut
$682K – – –
MS
580
Madden Securities
Texas
$676K – – –
ICM
581
IMS Capital Management
Oregon
$674K – – –
CI
582
Conning Inc
Connecticut
$673K -$68.5K -189 -9%
Dodge & Cox
583
Dodge & Cox
California
$673K -$56.5K -156 -8%
LPT
584
Legacy Private Trust
Wisconsin
$669K – – –
RMCM
585
Reynders McVeigh Capital Management
Massachusetts
$660K – – –
FAM
586
Fulcrum Asset Management
United Kingdom
$654K -$291K – –
CRWM
587
Castle Rock Wealth Management
California
$650K – – –
SS
588
Simplicity Solutions
Minnesota
$650K +$141K +390 +28%
CFGS
589
Concourse Financial Group Securities
Alabama
$646K +$367K +1,013 +132%
CQS
590
Credential Qtrade Securities
$642K +$256K +707 +66%
ACP
591
Ashfield Capital Partners
California
$641K – – –
SCA
592
Snowden Capital Advisors
New York
$624K +$3.99K +11 +0.6%
MYAM
593
Meiji Yasuda Asset Management
Japan
$621K – – –
AAM
594
Advisors Asset Management
Colorado
$621K +$165K +454 +36%
DILIC
595
Dai-ichi Life Insurance Company
Japan
$616K -$69.3K -191 -10%
CP
596
Castleview Partners
Texas
$610K +$610K +1,682 New
HBT
597
Heartland Bank & Trust
Illinois
$605K -$57.3K -158 -9%
WKWM
598
Walter & Keenan Wealth Management
Indiana
$603K – – –
PCA
599
Personal Capital Advisors
California
$602K +$16.7K +46 +3%
BOTW
600
Bank of the West
California
$600K -$19.9K -55 -3%
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