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Moody's
MCO

Overview Fund Activity

963 hedge funds and large institutions have $59.8B invested in Moody's in 2021 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 333 increasing their positions, 311 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
963
Holders Change
+32
Holders Change %
+3.44%
% of All Funds
16.91%
Holding in Top 10
35
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.89%
% of All Funds
0.61%
New
98
Increased
333
Reduced
311
Closed
50
Calls
$294M
Puts
$205M
Net Calls
+$88.4M
Net Calls Change
+$177M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$143M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$115M
3
HighTower Advisors
HighTower Advisors
Illinois
+$87.4M
4
Barclays
Barclays
United Kingdom
+$80.4M
5
BlackRock
BlackRock
New York
+$63.7M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$254M
2
CBT
Capital Bank & Trust
California
-$119M
3
MA
Marshfield Associates
District of Columbia
-$113M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$103M
5
NIPH
NN Investment Partners Holdings
Netherlands
-$98.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
651
CX Institutional
Indiana
$482K -$1.76M -4,967 -79%
DT
652
Diversified Trust
Tennessee
$479K +$479K +1,349 New
PSUF
653
People's United Financial
Connecticut
$478K +$54.6K +154 +13%
CAN
654
Cetera Advisor Networks
California
$477K -$17.1K -48 -3%
BCM
655
Boltwood Capital Management
California
$476K -$7.1K -20 -1%
BCM
656
BTR Capital Management
California
$470K -$18.8K -53 -4%
MCM
657
Maple Capital Management
Vermont
$470K – – –
SC
658
Savant Capital
Illinois
$470K +$470K +1,324 New
BPA
659
Beacon Pointe Advisors
California
$469K -$78.1K -220 -14%
Simplex Trading
660
Simplex Trading
Illinois
$468K – – –
DY
661
Dowling & Yahnke
California
$466K -$10.6K -30 -2%
Cerity Partners
662
Cerity Partners
New York
$464K -$12.8K -36 -3%
HTHT
663
Hemenway Trust Hemenway Trust
New Hampshire
$462K +$462K +1,300 New
JIC
664
Johnson Investment Counsel
Ohio
$459K +$1.42K +4 +0.3%
MAM
665
Magellan Asset Management
Australia
$449K -$36.2K -102 -7%
PHAM
666
Palisades Hudson Asset Management
Florida
$447K – – –
BG
667
Bellevue Group
Switzerland
$444K – – –
FNBT
668
FineMark National Bank & Trust
Florida
$441K +$4.61K +13 +1%
MMA
669
Miracle Mile Advisors
California
$441K +$87K +245 +25%
GF
670
Gries Financial
Ohio
$426K – – –
WB
671
Webster Bank
Connecticut
$426K – – –
TC
672
Toews Corporation
New Jersey
$426K +$426K +1,200 New
TAM
673
Trillium Asset Management
Massachusetts
$424K – – –
TSWM
674
Triangle Securities Wealth Management
North Carolina
$424K – – –
MIM
675
Meridiem Investment Management
United Kingdom
$421K -$12.4K -35 -3%
25 26
27
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