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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 %
TAM
626
Trust Asset Management
Texas
$462K +$20.4K +75 +5%
UCFA
627
United Capital Financial Advisors
Texas
$462K +$44.4K +163 +11%
CFM
628
Capricorn Fund Managers
United Kingdom
$461K – – –
CG
629
Caprock Group
Idaho
$457K +$34.6K +127 +8%
WKWM
630
Walter & Keenan Wealth Management
Indiana
$456K – – –
EAM
631
Empirical Asset Management
Massachusetts
$452K +$452K +1,660 New
SB
632
Sunflower Bank
Texas
$451K -$16.1K -59 -3%
MCM
633
MAI Capital Management
Ohio
$444K +$13.9K +51 +3%
IC
634
Inverness Counsel
New York
$442K -$200K -735 -31%
OIA
635
OneDigital Investment Advisors
Kansas
$442K +$84.4K +310 +24%
FMAEN1
636
Fund Management at Engine No 1
California
$441K +$68.6K +252 +18%
IFWM
637
Institute for Wealth Management
Colorado
$440K +$115K +423 +35%
QT
638
Quantbot Technologies
New York
$439K +$439K +1,616 New
PCS
639
Personal CFO Solutions
New Jersey
$438K -$27.5K -101 -6%
VAS
640
Vestmark Advisory Solutions
Massachusetts
$432K -$77.8K -286 -15%
DTL
641
Dynamic Technology Lab
Singapore
$432K +$432K +1,588 New
ST
642
Spinnaker Trust
Maine
$431K – – –
AG
643
Ascent Group
Virginia
$425K +$210K +678 +98%
CRC
644
Curi RMB Capital
Illinois
$422K -$1.09K -4 -0.3%
PCA
645
Personal Capital Advisors
California
$415K – – –
RFG
646
Range Financial Group
Oregon
$414K -$158K -579 -28%
LOAMS
647
Lombard Odier Asset Management (Switzerland)
Switzerland
$410K +$410K +1,507 New
BDA
648
Borer Denton & Associates
Pennsylvania
$408K – – –
CFGS
649
Concourse Financial Group Securities
Alabama
$406K +$32.6K +120 +9%
CANY
650
Caxton Associates (New York)
New York
$406K +$133K +490 +49%
24 25
26
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