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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 %
FHA
676
Flagship Harbor Advisors
Massachusetts
$366K -$10.1K -28 -3%
KLCM
677
KG&L Capital Management
Louisiana
$365K -$28.3K -78 -7%
CCM
678
Coldstream Capital Management
Washington
$365K +$36.2K +100 +11%
KCM
679
Kanawha Capital Management
Virginia
$362K -$724 -2 -0.2%
BFIM
680
Beese Fulmer Investment Management
Ohio
$362K – – –
CFG
681
Citizens Financial Group
Rhode Island
$362K – – –
CBFP
682
Cedar Brook Financial Partners
Ohio
$362K +$25.4K +70 +8%
MMA
683
Miracle Mile Advisors
California
$361K +$361K +997 New
AAP
684
Arax Advisory Partners
Colorado
$359K +$359K +990 New
Verition Fund Management
685
Verition Fund Management
Connecticut
$354K +$354K +977 New
DADC
686
D.A. Davidson & Co
Montana
$352K +$29.3K +81 +9%
RIM
687
Redwood Investment Management
Arizona
$351K -$702K -1,936 -67%
RAM
688
Roanoke Asset Management
New Jersey
$350K – – –
ZB
689
Zions Bancorporation
Utah
$346K -$104K -287 -23%
AC
690
Avenir Corporation
Virginia
$346K – – –
CCA
691
Checchi Capital Advisers
California
$345K -$33.7K -93 -9%
BBI
692
Baxter Bros Inc
Connecticut
$344K – – –
PI
693
Pettee Investors
Connecticut
$343K – – –
TLCM
694
Twin Lakes Capital Management
California
$343K +$362 +1 +0.1%
Fayez Sarofim & Co
695
Fayez Sarofim & Co
Texas
$338K -$90.7K -250 -21%
4WM
696
4J Wealth Management
Virginia
$337K – – –
Federated Hermes
697
Federated Hermes
Pennsylvania
$336K -$195K -537 -37%
BHWM
698
Bar Harbor Wealth Management
New Hampshire
$336K – – –
AC
699
Abbrea Capital
California
$332K +$72.5K +200 +28%
DWM
700
Doyle Wealth Management
Florida
$329K -$3.62K -10 -1%
26 27
28
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