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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 %
DY
626
Dowling & Yahnke
California
$408K -$896 -3 -0.2%
OC
627
Oppenheimer & Co
New York
$407K -$66.6K -223 -14%
CC
628
Caxton Corporation
New Jersey
$407K +$149K +499 +58%
QC
629
Quadrature Capital
United Kingdom
$405K -$1.35M -4,541 -77%
PI
630
PEAK6 Investments
Illinois
$404K -$5.6M -18,778 -93%
IA
631
IFP Advisors
Florida
$401K +$52.5K +173 +15%
DBRC
632
D.B. Root & Company
Pennsylvania
$397K -$895 -3 -0.2%
GF
633
Gries Financial
Ohio
$395K +$395K +1,200 New
TAM
634
Trust Asset Management
Texas
$391K +$69.1K +231 +21%
MAM
635
Meeder Asset Management
Ohio
$391K +$116K +389 +42%
VAS
636
Vestmark Advisory Solutions
Massachusetts
$388K +$87.7K +294 +29%
SWA
637
Stratos Wealth Advisors
Ohio
$387K – – –
MCM
638
Maple Capital Management
Vermont
$384K -$3.88K -13 -1%
PHAM
639
Palisades Hudson Asset Management
Florida
$376K – – –
AAM
640
Advisors Asset Management
Colorado
$376K +$174K +581 +86%
BG
641
Bellevue Group
Switzerland
$373K -$74.6K -250 -17%
ZB
642
Zions Bancorporation
Utah
$371K +$35.5K +119 +11%
MIM
643
Meridiem Investment Management
United Kingdom
$364K – – –
CAN
644
Cetera Advisor Networks
California
$363K +$106K +353 +41%
Cerity Partners
645
Cerity Partners
New York
$362K – – –
NNP
646
Nachman Norwood & Parrott
South Carolina
$358K – – –
WB
647
Webster Bank
Connecticut
$358K – – –
TSWM
648
Triangle Securities Wealth Management
North Carolina
$357K – – –
APG
649
Abacus Planning Group
South Carolina
$357K – – –
JF
650
Jump Financial
Illinois
$357K +$357K +1,195 New
24 25
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