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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 %
P
701
Pitcairn
Pennsylvania
$326K -$21.7K -60 -6%
MPWT
702
MassMutual Private Wealth & Trust
Connecticut
$326K +$47.1K +130 +17%
AFS
703
Axiom Financial Strategies
Indiana
$320K – – –
WSTAM
704
Wilbanks Smith & Thomas Asset Management
Virginia
$317K – – –
KPWS
705
Kestra Private Wealth Services
Texas
$316K +$724 +2 +0.2%
SHGA
706
Sand Hill Global Advisors
California
$313K +$19.6K +54 +7%
GIA
707
Gladstone Institutional Advisory
Florida
$312K +$312K +862 New
APG
708
Abacus Planning Group
South Carolina
$311K -$123K -340 -28%
JG
709
Jefferies Group
New York
$309K -$6.43M -17,741 -95%
SF
710
Synovus Financial
Georgia
$308K +$1.81K +5 +0.6%
APA
711
American Portfolios Advisors
New York
$305K +$38.8K +107 +15%
Carson Wealth (CWM LLC)
712
Carson Wealth (CWM LLC)
Nebraska
$304K – – –
CHA
713
Carmichael Hill & Associates
Maryland
$304K – – –
TAM
714
Tocqueville Asset Management
New York
$301K -$65.3K -180 -18%
RA
715
RFG Advisory
Alabama
$296K -$56.9K -157 -16%
NW
716
NewEdge Wealth
Pennsylvania
$296K +$362 +1 +0.1%
BWP
717
Baldwin Wealth Partners
Massachusetts
$295K – – –
CAM
718
Cypress Asset Management
Texas
$294K – – –
FMW
719
Farr Miller & Washington
District of Columbia
$294K – – –
WIC
720
Woodmont Investment Counsel
Tennessee
$290K – – –
VIMU
721
Veritas Investment Management (UK)
United Kingdom
$288K -$54.3K -150 -16%
HI
722
Harbour Investments
Wisconsin
$287K +$74K +204 +35%
GWM
723
GSB Wealth Management
Connecticut
$286K – – –
DWT
724
Dorsey & Whitney Trust
South Dakota
$285K -$37.7K -104 -12%
YWP
725
YorkBridge Wealth Partners
New York
$284K – – –
27 28
29
30 31