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Moody's
MCO

Overview Fund Activity

963 hedge funds and large institutions have $59.8B invested in Moody's in 2021 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 333 increasing their positions, 311 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
963
Holders Change
+32
Holders Change %
+3.44%
% of All Funds
16.91%
Holding in Top 10
35
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.89%
% of All Funds
0.61%
New
98
Increased
333
Reduced
311
Closed
50
Calls
$294M
Puts
$205M
Net Calls
+$88.4M
Net Calls Change
+$177M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$143M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$115M
3
HighTower Advisors
HighTower Advisors
Illinois
+$87.4M
4
Barclays
Barclays
United Kingdom
+$80.4M
5
BlackRock
BlackRock
New York
+$63.7M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$254M
2
CBT
Capital Bank & Trust
California
-$119M
3
MA
Marshfield Associates
District of Columbia
-$113M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$103M
5
NIPH
NN Investment Partners Holdings
Netherlands
-$98.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
701
Kanawha Capital Management
Virginia
$357K +$1.42K +4 +0.4%
PI
702
PEAK6 Investments
Illinois
$357K +$355K +1,000 +20,000%
BFIM
703
Beese Fulmer Investment Management
Ohio
$355K – – –
CBFP
704
Cedar Brook Financial Partners
Ohio
$350K -$4.62K -13 -1%
DADC
705
D.A. Davidson & Co
Montana
$343K -$2.13K -6 -0.6%
RAM
706
Roanoke Asset Management
New Jersey
$343K – – –
IFWM
707
Institute for Wealth Management
Colorado
$341K +$137K +384 +67%
CCA
708
Checchi Capital Advisers
California
$340K +$2.13K +6 +0.6%
AWM
709
Apollon Wealth Management
South Carolina
$340K +$340K +957 New
BBI
710
Baxter Bros Inc
Connecticut
$337K – – –
TLCM
711
Twin Lakes Capital Management
California
$337K +$710 +2 +0.2%
PI
712
Pettee Investors
Connecticut
$336K – – –
GIA
713
Gladstone Institutional Advisory
Florida
$333K +$27.3K +77 +9%
VFA
714
Valeo Financial Advisors
Indiana
$333K +$61.8K +174 +23%
Fayez Sarofim & Co
715
Fayez Sarofim & Co
Texas
$331K – – –
4WM
716
4J Wealth Management
Virginia
$331K – – –
FAM
717
Fulcrum Asset Management
United Kingdom
$325K -$654K – –
AC
718
Abbrea Capital
California
$325K – – –
CM
719
Capula Management
Cayman Islands
$325K +$325K +915 New
DWM
720
Doyle Wealth Management
Florida
$322K – – –
MPWT
721
MassMutual Private Wealth & Trust
Connecticut
$319K – – –
APA
722
American Portfolios Advisors
New York
$316K +$17.8K +50 +6%
P
723
Pitcairn
Pennsylvania
$316K -$3.19K -9 -1%
MS
724
Maven Securities
Jersey
$315K +$315K +886 New
AC
725
Avenir Corporation
Virginia
$314K -$24.8K -70 -7%
27 28
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