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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 %
LAS
676
LWM Advisory Services
Florida
$321K +$13.6K +56 +4%
LPT
677
Legacy Private Trust
Wisconsin
$319K -$4.86K -20 -1%
BCM
678
BTR Capital Management
California
$319K – – –
RIA
679
Regal Investment Advisors
Michigan
$318K +$48.4K +199 +18%
DWM
680
Drive Wealth Management
Utah
$316K -$315K -1,296 -50%
JWCA
681
J.W. Coons Advisors
Ohio
$316K -$12.2K -50 -4%
SCM
682
Stevens Capital Management
Pennsylvania
$313K +$313K +1,288 New
Fayez Sarofim & Co
683
Fayez Sarofim & Co
Texas
$312K – – –
BW
684
Bison Wealth
Georgia
$312K +$312K +1,287 New
VAS
685
Vestmark Advisory Solutions
Massachusetts
$309K -$77.9K -320 -20%
HWM
686
HB Wealth Management
Georgia
$308K +$61.7K +254 +25%
IA
687
IFP Advisors
Florida
$308K +$34.5K +386 +13%
BOTW
688
Bank of the West
California
$307K – – –
OHIS
689
Oak Harvest Investment Services
Texas
$307K +$307K +1,261 New
PHAM
690
Palisades Hudson Asset Management
Florida
$306K – – –
TCOV
691
Trust Company of Vermont
Vermont
$306K – – –
CCA
692
Checchi Capital Advisers
California
$302K +$243 +1 +0.1%
DBT
693
Dubuque Bank & Trust
Iowa
$301K +$44.9K +185 +18%
PCP
694
Proficio Capital Partners
Massachusetts
$298K +$3.55K +15 +1%
TCM
695
Tributary Capital Management
Nebraska
$295K -$2.43K -10 -0.8%
SS
696
Simplicity Solutions
Minnesota
$294K -$416K -1,711 -59%
CSI
697
Cross Staff Investments
New York
$292K – – –
WB
698
Webster Bank
Connecticut
$292K – – –
KSWA
699
Kathleen S. Wright Associates
Pennsylvania
$292K +$97.3K +400 +50%
Federated Hermes
700
Federated Hermes
Pennsylvania
$291K -$10.5K -43 -3%
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