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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 %
SFA
601
Sequoia Financial Advisors
Ohio
$527K -$92.9K -382 -15%
CANY
602
Caxton Associates (New York)
New York
$517K +$155K +636 +43%
PAM
603
Panagora Asset Management
Massachusetts
$511K -$787K -3,236 -61%
Renaissance Technologies
604
Renaissance Technologies
New York
$511K +$511K +2,100 New
AFA
605
Abacus FCF Advisors
Florida
$507K -$364K -1,499 -42%
JIC
606
Johnson Investment Counsel
Ohio
$505K -$1.22K -5 -0.2%
RCC
607
Red Cedar Capital
Nebraska
$503K – – –
ICM
608
Islay Capital Management
Texas
$498K +$498K +2,049 New
CG
609
Caprock Group
Idaho
$492K +$84.1K +346 +21%
EC
610
Enhancing Capital
Pennsylvania
$491K – – –
HFS
611
Haverford Financial Services
Pennsylvania
$487K – – –
ITFISA
612
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$486K – – –
SCM
613
Stonebridge Capital Management
California
$486K – – –
ECM
614
Evergreen Capital Management
Washington
$486K +$486K +1,999 New
DBRC
615
D.B. Root & Company
Pennsylvania
$485K -$243 -1 -0.1%
WFA
616
Wipfli Financial Advisors
Wisconsin
$482K +$482K +1,984 New
CI
617
Cigna Investments
Connecticut
$481K -$26K -107 -5%
PA
618
Parallel Advisors
California
$481K -$17K -70 -3%
KFI
619
Key Financial Inc
Pennsylvania
$479K – – –
AIP
620
Ameritas Investment Partners
Nebraska
$472K -$29.4K -121 -6%
CQS
621
Credential Qtrade Securities
$467K +$23.3K +96 +5%
RA
622
Riversedge Advisors
Delaware
$465K – – –
WCA
623
Waratah Capital Advisors
Ontario, Canada
$465K +$465K +1,911 New
CFMC
624
Curbstone Financial Management Corp
New Hampshire
$462K – – –
PIMG
625
Patriot Investment Management Group
Tennessee
$459K – – –
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25
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