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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 %
Fayez Sarofim & Co
651
Fayez Sarofim & Co
Texas
$353K +$6.57K +22 +2%
PIM
652
Penobscot Investment Management
Massachusetts
$352K -$638K -2,140 -64%
TCOV
653
Trust Company of Vermont
Vermont
$351K – – –
DA
654
Dash Acquisitions
California
$351K +$82.4K +276 +31%
SICM
655
Sustainable Insight Capital Management
New York
$350K – – –
PCP
656
Proficio Capital Partners
Massachusetts
$349K +$349K +1,170 New
VPI
657
Value Partners Investments
Manitoba, Canada
$344K +$344K +1,154 New
MCG
658
MACRO Consulting Group
New Jersey
$343K +$30.4K +102 +10%
Rockefeller Capital Management
659
Rockefeller Capital Management
New York
$336K +$18.5K +62 +6%
PSUF
660
People's United Financial
Connecticut
$336K +$21.5K +72 +7%
WP
661
WealthSource Partners
California
$335K +$63.4K +212 +23%
JCM
662
Jag Capital Management
Missouri
$334K -$25.3K -85 -7%
BAMF
663
BI Asset Management Fondsmaeglerselskab
Denmark
$329K -$1.29M -4,321 -80%
GIA
664
Gateway Investment Advisers
Ohio
$329K -$77.3K -259 -19%
IIM
665
Intact Investment Management
Quebec, Canada
$328K -$149K -500 -31%
MNBTD
666
Moody National Bank Trust Division
Texas
$325K – – –
KLCM
667
KG&L Capital Management
Louisiana
$324K – – –
HCM
668
Hutner Capital Management
Vermont
$321K -$2.99K -10 -0.9%
BP
669
Broadleaf Partners
Ohio
$320K – – –
CQS
670
Credential Qtrade Securities
$318K +$49.9K +167 +19%
SCM
671
Shelton Capital Management
Colorado
$315K -$13.2K -44 -4%
CCA
672
Checchi Capital Advisers
California
$312K -$5.67K -19 -2%
ACM
673
AlphaCrest Capital Management
New York
$311K -$459K -1,536 -60%
FHA
674
Flagship Harbor Advisors
Massachusetts
$310K -$10.2K -34 -3%
CA
675
Cornerstone Advisory
Maryland
$308K – – –
25 26
27
28 29