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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 %
IFWM
651
Institute for Wealth Management
Colorado
$390K -$3.89K -16 -1%
CCM
652
CTC Capital Management
Illinois
$389K +$389K +1,600 New
ST
653
Spinnaker Trust
Maine
$385K – – –
CPA
654
Capital Planning Advisors
California
$380K -$367K -1,510 -49%
MM
655
MQS Management
New York
$376K +$38.9K +160 +12%
SWM
656
Sendero Wealth Management
Texas
$376K +$376K +1,545 New
CRC
657
Curi RMB Capital
Illinois
$375K -$1.46K -6 -0.4%
BL
658
Balentine LLC
Georgia
$375K +$181K +743 +93%
NL
659
NVWM LLC
Pennsylvania
$374K -$233K -955 -38%
PCA
660
Personal Capital Advisors
California
$372K +$1.46K +6 +0.4%
FMAEN1
661
Fund Management at Engine No 1
California
$369K -$25.3K -104 -6%
MCM
662
Maple Capital Management
Vermont
$366K -$5.58K -19 -2%
GLA
663
Great Lakes Advisors
Illinois
$365K +$6.8K +28 +2%
BDA
664
Borer Denton & Associates
Pennsylvania
$365K – – –
AAS
665
Avantax Advisory Services
Texas
$360K -$200K -823 -36%
SVWAG
666
Sound View Wealth Advisors Group
Georgia
$359K – – –
CFGS
667
Concourse Financial Group Securities
Alabama
$355K -$7.53K -31 -2%
BAM
668
Brave Asset Management
New Jersey
$354K – – –
ATC
669
Argent Trust Co
Tennessee
$350K -$2.19K -9 -0.6%
DP
670
DDD Partners
Washington
$344K – – –
EWM
671
Evercore Wealth Management
New York
$341K – – –
ACM
672
Argyle Capital Management
Pennsylvania
$340K – – –
CAN
673
Cetera Advisor Networks
California
$336K +$18.5K +76 +6%
OC
674
Oppenheimer & Co
New York
$328K -$14.6K -60 -4%
DY
675
Dowling & Yahnke
California
$322K +$2.92K +12 +0.9%
25 26
27
28 29