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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 %
JAFL
626
Jay A. Fishman Ltd
Michigan
$456K – – –
HF
627
HRT Financial
New York
$454K +$454K +1,869 New
RHJA
628
Rice Hall James & Associates
California
$447K -$12.1K -50 -3%
RMCM
629
Reynders McVeigh Capital Management
Massachusetts
$443K – – –
TAM
630
Trust Asset Management
Texas
$442K +$28.7K +118 +7%
ASN
631
Advisory Services Network
Georgia
$441K -$10.7K -44 -2%
QCM
632
Quantinno Capital Management
New York
$435K +$435K +1,788 New
ACP
633
Ashfield Capital Partners
California
$430K – – –
MFC
634
Morris Financial Concepts
South Carolina
$429K – – –
PA
635
Profund Advisors
Maryland
$429K +$5.59K +23 +1%
MYAM
636
Meiji Yasuda Asset Management
Japan
$425K -$59.8K -246 -12%
JWCA
637
J.W. Cole Advisors
Florida
$425K -$729 -3 -0.2%
HNWAG
638
High Net Worth Advisory Group
Florida
$424K – – –
SP
639
Symmetry Partners
Connecticut
$424K – – –
QT
640
Quantamental Technologies
New York
$420K +$420K +1,729 New
PCS
641
Personal CFO Solutions
New Jersey
$419K +$27.7K +114 +7%
MAM
642
Magellan Asset Management
Australia
$419K +$139K +571 +50%
PIM
643
Penobscot Investment Management
Massachusetts
$417K -$36.4K -150 -8%
Dodge & Cox
644
Dodge & Cox
California
$414K – – –
CRWM
645
Castle Rock Wealth Management
California
$411K – – –
WKWM
646
Walter & Keenan Wealth Management
Indiana
$408K +$1.21K +5 +0.3%
FTDI
647
First Trust Direct Indexing
Massachusetts
$407K -$6.81K -28 -2%
CIA
648
Choate Investment Advisors
Massachusetts
$404K +$48.6K +200 +14%
FNA
649
First National Advisers
Nebraska
$394K +$125K +515 +47%
HCMT
650
Highland Capital Management (Tennessee)
Tennessee
$393K -$28K -115 -7%
24 25
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