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Moody's
MCO

Overview Fund Activity

957 hedge funds and large institutions have $48.5B invested in Moody's in 2022 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 321 increasing their positions, 343 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
957
Holders Change
+30
Holders Change %
+3.24%
% of All Funds
15.44%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.58%
New
130
Increased
321
Reduced
343
Closed
76
Calls
$76M
Puts
$128M
Net Calls
-$52.3M
Net Calls Change
-$61.3M

Top Buyers

1
TCI Fund Management
TCI Fund Management
United Kingdom
+$269M
2
Morgan Stanley
Morgan Stanley
New York
+$255M
3
BlackRock
BlackRock
New York
+$115M
4
BCF
BLS Capital Fondsmaeglerselskab
Denmark
+$87.3M
5
Marshall Wace
Marshall Wace
United Kingdom
+$68.5M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$106M
2
AWA
Arete Wealth Advisors
Illinois
-$96.1M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$90.3M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$74.7M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$66.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DP
651
DDD Partners
Washington
$395K – – –
BFM
652
Boothbay Fund Management
New York
$394K +$101K +362 +34%
ZCA
653
Zeke Capital Advisors
Pennsylvania
$393K +$393K +1,409 New
DWM
654
Drive Wealth Management
Utah
$391K +$28.4K +102 +8%
ACM
655
Argyle Capital Management
Pennsylvania
$390K – – –
CWM
656
Circle Wealth Management
New Jersey
$387K +$387K +1,389 New
ATC
657
Argent Trust Co
Tennessee
$379K -$21.7K -78 -5%
PIM
658
Penobscot Investment Management
Massachusetts
$378K -$100K -360 -21%
SS
659
Simplicity Solutions
Minnesota
$372K +$35.7K +128 +11%
VAS
660
Vestmark Advisory Solutions
Massachusetts
$370K +$16.4K +59 +5%
LPT
661
Legacy Private Trust
Wisconsin
$366K – – –
PAG
662
Private Advisor Group
New Jersey
$364K +$20.5K +181 +6%
JWCA
663
J.W. Coons Advisors
Ohio
$362K – – –
Fayez Sarofim & Co
664
Fayez Sarofim & Co
Texas
$358K – – –
PEA
665
Park Edge Advisors
Ohio
$358K +$358K +1,285 New
WM
666
Whitford Management
New York
$353K +$353K +1,268 New
TCOV
667
Trust Company of Vermont
Vermont
$351K – – –
BOTW
668
Bank of the West
California
$351K – – –
RHJA
669
Rice Hall James & Associates
California
$351K -$162K -580 -32%
PHAM
670
Palisades Hudson Asset Management
Florida
$351K – – –
MCM
671
Maple Capital Management
Vermont
$349K +$1.95K +7 +0.6%
TPCW
672
TD Private Client Wealth
New York
$349K +$32.6K +117 +10%
SC
673
Savant Capital
Illinois
$346K +$25.1K +90 +8%
VCA
674
Verdence Capital Advisors
Maryland
$346K -$304K -1,089 -47%
CCA
675
Checchi Capital Advisers
California
$345K -$557 -2 -0.2%
25 26
27
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