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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 %
LOAMS
601
Lombard Odier Asset Management (Switzerland)
Switzerland
$596K +$238K +657 +66%
SIM
602
Sentry Investment Management
Wisconsin
$584K – – –
ST
603
Spinnaker Trust
Maine
$574K – – –
IEFM
604
IQ EQ Fund Management
Ireland
$570K – – –
KCM
605
Kendall Capital Management
Maryland
$567K -$3.62K -10 -0.6%
GG
606
Gofen & Glossberg
Illinois
$566K +$24.6K +68 +5%
MCM
607
MAI Capital Management
Ohio
$564K +$2.9K +8 +0.5%
NAM
608
NorthCoast Asset Management
Connecticut
$563K -$1.33M -3,656 -70%
CRC
609
Curi RMB Capital
Illinois
$562K – – –
SFA
610
Sequoia Financial Advisors
Ohio
$561K +$55.1K +152 +11%
BPA
611
Beacon Pointe Advisors
California
$558K +$558K +1,541 New
EWM
612
Evercore Wealth Management
New York
$545K -$3.98K -11 -0.7%
AP
613
Atwood & Palmer
Missouri
$544K -$181K -500 -25%
SVWAG
614
Sound View Wealth Advisors Group
Georgia
$534K – – –
FBB
615
Fulton Breakefield Broenniman
Maryland
$534K – – –
ATC
616
Argent Trust Co
Tennessee
$532K +$13.8K +38 +3%
VCA
617
Verdence Capital Advisors
Maryland
$531K +$284K +783 +115%
CIA
618
Choate Investment Advisors
Massachusetts
$529K – – –
MAM
619
Meeder Asset Management
Ohio
$529K +$54.3K +150 +11%
TAM
620
Trust Asset Management
Texas
$529K +$54.7K +151 +12%
BAM
621
Brave Asset Management
New Jersey
$528K – – –
PIM
622
Penobscot Investment Management
Massachusetts
$522K +$94.3K +260 +22%
VAS
623
Vestmark Advisory Solutions
Massachusetts
$516K +$44.6K +123 +9%
IA
624
IFP Advisors
Florida
$514K +$34.1K +94 +7%
ACM
625
Argyle Capital Management
Pennsylvania
$507K – – –
23 24
25
26 27