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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 %
Arrowstreet Capital
576
Arrowstreet Capital
Massachusetts
$598K -$49.4M -203,349 -99%
RWA
577
Ropes Wealth Advisors
Massachusetts
$597K -$3.65K -15 -0.6%
WT
578
Whittier Trust
California
$596K +$1.46K +6 +0.2%
S
579
Seeyond
France
$590K -$20.7K -85 -3%
WANY
580
Wealthspire Advisors (New York)
New York
$585K +$1.46K +6 +0.3%
LA
581
Legacy Advisors
Pennsylvania
$583K +$128K +528 +28%
MGP
582
Metis Global Partners
California
$581K -$11.7K -48 -2%
Carson Wealth (CWM LLC)
583
Carson Wealth (CWM LLC)
Nebraska
$579K +$104K +427 +22%
MFG
584
Monte Financial Group
Connecticut
$577K +$14.4K +59 +3%
SFI
585
Siemens Fonds Invest
Germany
$574K -$28.7K -118 -5%
RJT
586
Raymond James Trust
Florida
$573K -$10.7K -44 -2%
AWP
587
Accretive Wealth Partners
New Jersey
$572K +$1.95K +8 +0.3%
Cerity Partners
588
Cerity Partners
New York
$571K +$487 +2 +0.1%
RCA
589
Roberts Capital Advisors
Colorado
$569K – – –
PA
590
PFG Advisors
Arizona
$568K – – –
MMA
591
Miracle Mile Advisors
California
$568K +$111K +458 +24%
BCM
592
Bienville Capital Management
New York
$566K – – –
VCA
593
Verdence Capital Advisors
Maryland
$566K +$17.3K +71 +3%
GG
594
Gofen & Glossberg
Illinois
$560K +$65.6K +270 +13%
MCM
595
MAI Capital Management
Ohio
$556K +$159K +656 +40%
HBT
596
Heartland Bank & Trust
Illinois
$555K -$19.7K -81 -3%
EWA
597
Encompass Wealth Advisors
Oregon
$547K – – –
SEC
598
Seven Eight Capital
New York
$544K +$331K +1,362 +155%
BAM
599
Blueshift Asset Management
New Jersey
$539K -$558K -2,297 -51%
BPA
600
Beacon Pointe Advisors
California
$534K -$25.8K -107 -5%
22 23
24
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