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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 %
DBT
676
Dubuque Bank & Trust
Iowa
$345K – – –
SSG
677
Summit Securities Group
New York
$345K +$172K +616 +99%
LNC
678
Lincoln National Corp
Pennsylvania
$342K +$72.7K +261 +27%
HFM
679
Harvest Fund Management
China
$339K +$337K +1,211 +20,183%
OC
680
Oppenheimer & Co
New York
$338K -$37.9K -136 -10%
PCP
681
Proficio Capital Partners
Massachusetts
$337K -$14.2K -51 -4%
CSI
682
Cross Staff Investments
New York
$334K – – –
LTAS
683
Linden Thomas Advisory Services
North Carolina
$334K +$334K +1,199 New
VFA
684
Valeo Financial Advisors
Indiana
$334K +$103K +371 +45%
WB
685
Webster Bank
Connecticut
$334K – – –
TCM
686
Tributary Capital Management
Nebraska
$332K -$6.98K -25 -2%
VF
687
Virtu Financial
New York
$327K +$327K +1,175 New
ASN
688
Advisory Services Network
Georgia
$323K -$182K -653 -36%
SIM
689
Studio Investment Management
Illinois
$323K +$14.8K +53 +5%
CW
690
Connectus Wealth
Ohio
$321K -$838 -3 -0.3%
TC
691
TownSquare Capital
Utah
$320K +$320K +1,147 New
RIA
692
Regal Investment Advisors
Michigan
$318K -$46.3K -166 -13%
IPW
693
Invictus Private Wealth
Colorado
$318K +$318K +1,140 New
IAIM
694
International Assets Investment Management
Florida
$311K +$311K +1,118 New
FNBT
695
FineMark National Bank & Trust
Florida
$311K -$10K -36 -3%
PAMG
696
Patton Albertson Miller Group
Tennessee
$309K – – –
PAM
697
Paradigm Asset Management
New York
$306K +$306K +1,100 New
EI
698
Ellevest Inc
New York
$306K +$71.1K +255 +30%
FC
699
Financial Consulate
Maryland
$305K +$7.8K +28 +3%
RA
700
RFG Advisory
Alabama
$304K -$5.51K -17 -2%
26 27
28
29 30