MCO icon

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 %
ACM
626
AlphaCrest Capital Management
New York
$507K +$130K +359 +34%
CT
627
Chicago Trust
Illinois
$507K +$507K +1,400 New
JWCA
628
J.W. Coons Advisors
Ohio
$506K -$72.3K -200 -13%
MCM
629
Maple Capital Management
Vermont
$504K +$14.1K +37 +3%
CAN
630
Cetera Advisor Networks
California
$504K +$63.8K +176 +14%
SCM
631
Southport Capital Management
Tennessee
$503K -$67.7K -187 -12%
BCM
632
BTR Capital Management
California
$499K – – –
MAM
633
Magellan Asset Management
Australia
$495K -$59.8K -165 -11%
OC
634
Oppenheimer & Co
New York
$494K – – –
BCM
635
Boltwood Capital Management
California
$493K -$12.7K -35 -3%
EP
636
Edgestream Partners
New Jersey
$492K +$492K +1,359 New
DY
637
Dowling & Yahnke
California
$487K -$8.34K -23 -2%
Cerity Partners
638
Cerity Partners
New York
$486K +$47.4K +131 +11%
SWA
639
Stratos Wealth Advisors
Ohio
$474K +$5.07K +14 +1%
VPI
640
Value Partners Investments
Manitoba, Canada
$470K +$52.1K +144 +12%
JIC
641
Johnson Investment Counsel
Ohio
$467K -$37K -102 -7%
CG
642
Caprock Group
Idaho
$465K +$92.8K +256 +25%
Simplex Trading
643
Simplex Trading
Illinois
$464K +$464K +1,283 New
TMAM
644
Tokio Marine Asset Management
Japan
$461K -$210K -578 -31%
GF
645
Gries Financial
Ohio
$459K – – –
PHAM
646
Palisades Hudson Asset Management
Florida
$456K – – –
BG
647
Bellevue Group
Switzerland
$453K – – –
FNBT
648
FineMark National Bank & Trust
Florida
$446K +$96.1K +265 +27%
MIM
649
Meridiem Investment Management
United Kingdom
$442K – – –
NNP
650
Nachman Norwood & Parrott
South Carolina
$435K – – –
24 25
26
27 28