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Moody's
MCO

Overview Fund Activity

943 hedge funds and large institutions have $45.7B invested in Moody's in 2022 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 336 increasing their positions, 351 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
943
Holders Change
-70
Holders Change %
-6.91%
% of All Funds
15.95%
Holding in Top 10
31
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.82%
% of All Funds
0.52%
New
74
Increased
336
Reduced
351
Closed
131
Calls
$89.6M
Puts
$72.7M
Net Calls
+$16.9M
Net Calls Change
+$60.4M

Top Buyers

1
LP
Longview Partners
Guernsey
+$489M
2
Principal Financial Group
Principal Financial Group
Iowa
+$284M
3
Morgan Stanley
Morgan Stanley
New York
+$278M
4
TCI Fund Management
TCI Fund Management
United Kingdom
+$261M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$151M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$288M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$208M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$197M
4
State Street
State Street
Massachusetts
-$123M
5
AC
AKO Capital
United Kingdom
-$99.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNA
701
First National Advisers
Nebraska
$301K +$301K +1,107 New
AAP
702
Arax Advisory Partners
Colorado
$299K +$543 +2 +0.2%
PWPS
703
Pinnacle Wealth Planning Services
Ohio
$298K -$61.5K -226 -17%
CI
704
Conning Inc
Connecticut
$297K -$3.81K -14 -1%
SIM
705
Studio Investment Management
Illinois
$297K +$18.5K +68 +7%
SIM
706
Sentry Investment Management
Wisconsin
$295K -$57.4K -211 -16%
DBT
707
Dubuque Bank & Trust
Iowa
$287K – – –
SCM
708
Shelton Capital Management
Colorado
$287K – – –
TPCW
709
TD Private Client Wealth
New York
$287K +$5.17K +19 +2%
AIP
710
Almanack Investment Partners
Pennsylvania
$286K +$286K +1,052 New
SIA
711
Schechter Investment Advisors
Michigan
$284K +$106K +390 +60%
WFI
712
West Family Investments
California
$284K +$110K +404 +63%
BP
713
Broadleaf Partners
Ohio
$283K -$5.44K -20 -2%
HCM
714
Howland Capital Management
Massachusetts
$282K +$282K +1,038 New
CA
715
Cornerstone Advisory
Maryland
$281K – – –
CBFP
716
Cedar Brook Financial Partners
Ohio
$281K +$3.54K +13 +1%
CAM
717
Cozad Asset Management
Illinois
$280K +$68K +250 +32%
ZB
718
Zions Bancorporation
Utah
$279K +$17.1K +63 +7%
IA
719
IFP Advisors
Florida
$277K – – –
Rockefeller Capital Management
720
Rockefeller Capital Management
New York
$277K +$50.6K +186 +22%
HCM
721
Hutner Capital Management
Vermont
$276K – – –
HWM
722
HB Wealth Management
Georgia
$276K +$33K +121 +14%
BFIM
723
Beese Fulmer Investment Management
Ohio
$272K – – –
KCM
724
Kanawha Capital Management
Virginia
$272K – – –
AC
725
Annandale Capital
Texas
$272K +$272K +1,000 New
27 28
29
30 31