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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 %
RRC
701
Relaxing Retirement Coach
Massachusetts
$303K – – –
ZB
702
Zions Bancorporation
Utah
$299K +$31.5K +113 +12%
IA
703
IFP Advisors
Florida
$297K -$18.6K -203 -6%
NP
704
NorthRock Partners
Minnesota
$297K +$297K +1,064 New
AWS
705
Atria Wealth Solutions
New York
$296K +$47.9K +172 +19%
QCG
706
Quadrant Capital Group
Ohio
$294K +$35.4K +127 +14%
SIM
707
Sentry Investment Management
Wisconsin
$293K -$9.77K -35 -3%
BCM
708
Boltwood Capital Management
California
$293K -$27.9K -100 -9%
AAS
709
Avantax Advisory Services
Texas
$292K -$121K -434 -29%
CIC
710
Carnegie Investment Counsel
Ohio
$291K +$279 +1 +0.1%
HCM
711
Howland Capital Management
Massachusetts
$291K +$1.39K +5 +0.5%
BP
712
Broadleaf Partners
Ohio
$290K – – –
OPS
713
Orion Portfolio Solutions
Nebraska
$290K +$49K +176 +20%
CA
714
Cornerstone Advisory
Maryland
$288K +$557 +2 +0.2%
BFS
715
Bradley Foster & Sargent
Connecticut
$287K -$12.8K -46 -4%
DWT
716
Dorsey & Whitney Trust
South Dakota
$284K +$10K +36 +4%
SWA
717
Stratos Wealth Advisors
Ohio
$284K +$284K +1,019 New
SCM
718
Shelton Capital Management
Colorado
$282K – – –
KCM
719
Kanawha Capital Management
Virginia
$279K – – –
BFIM
720
Beese Fulmer Investment Management
Ohio
$279K – – –
MIM
721
Meridiem Investment Management
United Kingdom
$279K +$279K +1,000 New
AAP
722
Arax Advisory Partners
Colorado
$277K -$57.1K -205 -17%
HCM
723
Hutner Capital Management
Vermont
$276K -$4.18K -15 -1%
CI
724
Conning Inc
Connecticut
$276K -$3.62K -13 -1%
WPC
725
Wedmont Private Capital
Pennsylvania
$275K +$275K +950 New
27 28
29
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