MCO icon

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 %
EF
601
Empirical Finance
Pennsylvania
$479K – – –
FTDI
602
First Trust Direct Indexing
Massachusetts
$478K +$7.46K +25 +2%
ST
603
Spinnaker Trust
Maine
$473K -$23.9K -80 -5%
SCM
604
Southport Capital Management
Tennessee
$471K +$104K +349 +28%
IEFM
605
IQ EQ Fund Management
Ireland
$470K – – –
KCM
606
Kendall Capital Management
Maryland
$470K – – –
CRC
607
Curi RMB Capital
Illinois
$463K -$93.1K -312 -17%
MCM
608
MAI Capital Management
Ohio
$463K +$11.4K +38 +3%
TI
609
Tidal Investments
Wisconsin
$462K +$174K +584 +61%
DBT
610
Dubuque Bank & Trust
Iowa
$461K -$3.28K -11 -0.7%
MAM
611
Magellan Asset Management
Australia
$457K +$192K +642 +72%
EWM
612
Evercore Wealth Management
New York
$453K -$30.2K -101 -6%
GG
613
Gofen & Glossberg
Illinois
$446K -$37.9K -127 -8%
SVWAG
614
Sound View Wealth Advisors Group
Georgia
$440K – – –
FBB
615
Fulton Breakefield Broenniman
Maryland
$440K +$440K +1,475 New
Federated Hermes
616
Federated Hermes
Pennsylvania
$437K +$1.2K +4 +0.3%
CIA
617
Choate Investment Advisors
Massachusetts
$436K +$120K +401 +38%
BAM
618
Brave Asset Management
New Jersey
$435K – – –
ATC
619
Argent Trust Co
Tennessee
$427K +$17.3K +58 +4%
SS
620
Simplicity Solutions
Minnesota
$419K -$12.6M -42,211 -97%
ACM
621
Argyle Capital Management
Pennsylvania
$418K – – –
BCM
622
Boltwood Capital Management
California
$417K -$42.4K -142 -9%
SFA
623
Sequoia Financial Advisors
Ohio
$417K +$3.89K +13 +0.9%
JIC
624
Johnson Investment Counsel
Ohio
$415K -$14.9K -50 -3%
BCM
625
BTR Capital Management
California
$411K – – –
23 24
25
26 27