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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 %
WB
651
Webster Bank
Connecticut
$435K – – –
TSWM
652
Triangle Securities Wealth Management
North Carolina
$433K – – –
TAM
653
Trillium Asset Management
Massachusetts
$433K +$80.8K +223 +23%
PSUF
654
People's United Financial
Connecticut
$432K +$25K +69 +6%
TCOV
655
Trust Company of Vermont
Vermont
$426K – – –
PCP
656
Proficio Capital Partners
Massachusetts
$425K +$1.09K +3 +0.3%
MCG
657
MACRO Consulting Group
New Jersey
$425K +$9.04K +25 +2%
BMCM
658
Bryn Mawr Capital Management
Pennsylvania
$420K +$69.5K +192 +20%
SICM
659
Sustainable Insight Capital Management
New York
$414K -$10.9K -30 -3%
CA
660
Cornerstone Advisory
Maryland
$411K +$36.3K +100 +10%
JCM
661
Jag Capital Management
Missouri
$408K +$2.53K +7 +0.6%
RC
662
RegentAtlantic Capital
New Jersey
$406K +$82.6K +228 +26%
WP
663
WealthSource Partners
California
$399K -$7.62K -21 -2%
BAMF
664
BI Asset Management Fondsmaeglerselskab
Denmark
$399K – – –
Rockefeller Capital Management
665
Rockefeller Capital Management
New York
$397K -$11.6K -32 -3%
MNBTD
666
Moody National Bank Trust Division
Texas
$394K – – –
BP
667
Broadleaf Partners
Ohio
$388K – – –
GIA
668
Gateway Investment Advisers
Ohio
$387K -$13.1K -36 -3%
XT
669
XTX Topco
Cayman Islands
$386K +$386K +1,064 New
GTCM
670
Gyon Technologies Capital Management
New Jersey
$383K +$383K +1,058 New
DBT
671
Dubuque Bank & Trust
Iowa
$382K -$177K -490 -32%
HCM
672
Hutner Capital Management
Vermont
$382K -$7.24K -20 -2%
SCM
673
Shelton Capital Management
Colorado
$382K – – –
LCM
674
Logan Capital Management
Pennsylvania
$371K – – –
TNBTD
675
Trustmark National Bank Trust Department
Mississippi
$370K – – –
25 26
27
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