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Moody's
MCO

Overview Fund Activity

1,048 hedge funds and large institutions have $65.7B invested in Moody's in 2021 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 386 increasing their positions, 297 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,048
Holders Change
+85
Holders Change %
+8.83%
% of All Funds
16.19%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.65%
New
158
Increased
386
Reduced
297
Closed
59
Calls
$74.1M
Puts
$139M
Net Calls
-$64.6M
Net Calls Change
-$153M

Top Buyers

1
BlackRock
BlackRock
New York
+$252M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$241M
3
CAM
Close Asset Management
United Kingdom
+$148M
4
MAMU
Marathon Asset Management (UK)
United Kingdom
+$90.1M
5
State Street
State Street
Massachusetts
+$86.7M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$367M
2
WPL
WINDACRE PARTNERSHIP LLC
Texas
-$308M
3
Harris Associates
Harris Associates
Illinois
-$165M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$152M
5
AC
AKO Capital
United Kingdom
-$91.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
701
Beacon Pointe Advisors
California
$496K -$19.5K -50 -4%
PHAM
702
Palisades Hudson Asset Management
Florida
$491K – – –
CSI
703
Cross Staff Investments
New York
$489K +$489K +1,200 New
CA
704
Cornerstone Advisory
Maryland
$482K +$39.1K +100 +9%
QI
705
Qtron Investments
Massachusetts
$479K +$479K +1,227 New
SICM
706
Sustainable Insight Capital Management
New York
$478K +$19.2K +49 +4%
Twin Tree Management
707
Twin Tree Management
Texas
$477K -$7.11M -18,192 -94%
FAM
708
Fenimore Asset Management
New York
$473K +$473K +1,212 New
GF
709
Gries Financial
Ohio
$469K – – –
WB
710
Webster Bank
Connecticut
$469K – – –
TAM
711
Trillium Asset Management
Massachusetts
$467K – – –
TSWM
712
Triangle Securities Wealth Management
North Carolina
$467K – – –
PSUF
713
People's United Financial
Connecticut
$464K -$62.1K -159 -12%
CI
714
Conning Inc
Connecticut
$463K -$108K -276 -19%
MIM
715
Meridiem Investment Management
United Kingdom
$463K – – –
TCOV
716
Trust Company of Vermont
Vermont
$456K – – –
BMCM
717
Bryn Mawr Capital Management
Pennsylvania
$455K +$391 +1 +0.1%
MWM
718
Modera Wealth Management
New Jersey
$455K +$455K +1,164 New
HI
719
Horizon Investments
North Carolina
$453K +$7.8K +20 +2%
Rockefeller Capital Management
720
Rockefeller Capital Management
New York
$453K +$11.7K +30 +3%
FNBT
721
FineMark National Bank & Trust
Florida
$452K -$33.6K -86 -7%
NW
722
NewEdge Wealth
Pennsylvania
$438K +$118K +301 +37%
MAM
723
Magellan Asset Management
Australia
$435K -$59K -151 -12%
AAP
724
Arax Advisory Partners
Colorado
$434K +$1.56K +4 +0.4%
AWM
725
Axxcess Wealth Management
California
$434K +$434K +1,111 New
27 28
29
30 31