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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 %
CG
676
Caprock Group
Idaho
$307K -$8.37K -28 -3%
TNBTD
677
Trustmark National Bank Trust Department
Mississippi
$305K – – –
LCM
678
Logan Capital Management
Pennsylvania
$305K – – –
Carson Wealth (CWM LLC)
679
Carson Wealth (CWM LLC)
Nebraska
$304K – – –
TAM
680
Tocqueville Asset Management
New York
$302K -$20.9K -70 -6%
CFG
681
Citizens Financial Group
Rhode Island
$299K – – –
BFIM
682
Beese Fulmer Investment Management
Ohio
$299K – – –
KCM
683
Kanawha Capital Management
Virginia
$299K – – –
LOAMS
684
Lombard Odier Asset Management (Switzerland)
Switzerland
$295K +$295K +989 New
CAM
685
Cozad Asset Management
Illinois
$293K -$43.4K -145 -13%
FAM
686
Fulcrum Asset Management
United Kingdom
$291K – – –
RA
687
RFG Advisory
Alabama
$291K +$291K +974 New
TAM
688
Trillium Asset Management
Massachusetts
$290K – – –
BMCM
689
Bryn Mawr Capital Management
Pennsylvania
$289K +$289K +968 New
RAM
690
Roanoke Asset Management
New Jersey
$288K – – –
FNBT
691
FineMark National Bank & Trust
Florida
$288K – – –
P
692
Pitcairn
Pennsylvania
$287K +$5.08K +17 +2%
AC
693
Avenir Corporation
Virginia
$285K +$285K +955 New
BBI
694
Baxter Bros Inc
Connecticut
$283K – – –
VIMU
695
Veritas Investment Management (UK)
United Kingdom
$282K – – –
PI
696
Pettee Investors
Connecticut
$282K – – –
TLCM
697
Twin Lakes Capital Management
California
$282K +$596 +2 +0.2%
4WM
698
4J Wealth Management
Virginia
$278K +$1.79K +6 +0.6%
BHWM
699
Bar Harbor Wealth Management
New Hampshire
$277K – – –
CBFP
700
Cedar Brook Financial Partners
Ohio
$277K +$2.09K +7 +0.8%
26 27
28
29 30