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Moody's
MCO

Overview Fund Activity

943 hedge funds and large institutions have $45.7B invested in Moody's in 2022 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 336 increasing their positions, 351 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
943
Holders Change
-70
Holders Change %
-6.91%
% of All Funds
15.95%
Holding in Top 10
31
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.82%
% of All Funds
0.52%
New
74
Increased
336
Reduced
351
Closed
131
Calls
$89.6M
Puts
$72.7M
Net Calls
+$16.9M
Net Calls Change
+$60.4M

Top Buyers

1
LP
Longview Partners
Guernsey
+$489M
2
Principal Financial Group
Principal Financial Group
Iowa
+$284M
3
Morgan Stanley
Morgan Stanley
New York
+$278M
4
TCI Fund Management
TCI Fund Management
United Kingdom
+$261M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$151M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$288M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$208M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$197M
4
State Street
State Street
Massachusetts
-$123M
5
AC
AKO Capital
United Kingdom
-$99.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
601
Riversedge Advisors
Delaware
$520K – – –
CFMC
602
Curbstone Financial Management Corp
New Hampshire
$517K – – –
RHJA
603
Rice Hall James & Associates
California
$514K -$5.44K -20 -1%
PIMG
604
Patriot Investment Management Group
Tennessee
$514K – – –
MMA
605
Miracle Mile Advisors
California
$510K -$31K -114 -6%
JAFL
606
Jay A. Fishman Ltd
Michigan
$510K – – –
PIM
607
Penobscot Investment Management
Massachusetts
$508K -$105K -385 -17%
LA
608
Legacy Advisors
Pennsylvania
$508K +$192K +708 +61%
ASN
609
Advisory Services Network
Georgia
$506K -$61.9K -227 -11%
CP
610
Cumberland Partners
Ontario, Canada
$501K -$111K -409 -18%
CQS
611
Credential Qtrade Securities
$497K +$34.5K +127 +7%
RMCM
612
Reynders McVeigh Capital Management
Massachusetts
$495K – – –
MA
613
MCF Advisors
Kentucky
$495K +$9.24K +34 +2%
NIMI
614
Natixis Investment Managers International
France
$490K -$67.7K -249 -12%
CRWM
615
Castle Rock Wealth Management
California
$487K – – –
SW
616
SVB Wealth
Massachusetts
$485K -$34.2K -126 -7%
ACP
617
Ashfield Capital Partners
California
$481K – – –
MFC
618
Morris Financial Concepts
South Carolina
$480K – – –
JWCA
619
J.W. Cole Advisors
Florida
$477K -$11.7K -43 -2%
SP
620
Symmetry Partners
Connecticut
$474K – – –
HNWAG
621
High Net Worth Advisory Group
Florida
$474K – – –
PA
622
Profund Advisors
Maryland
$473K -$146K -536 -24%
HCMT
623
Highland Capital Management (Tennessee)
Tennessee
$471K – – –
Dodge & Cox
624
Dodge & Cox
California
$463K – – –
FTDI
625
First Trust Direct Indexing
Massachusetts
$463K +$11.2K +41 +2%
23 24
25
26 27