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Moody's
MCO

Overview Fund Activity

957 hedge funds and large institutions have $52B invested in Moody's in 2023 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 337 increasing their positions, 339 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
957
Holders Change
–
Holders Change %
0%
% of All Funds
15.32%
Holding in Top 10
41
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.89%
% of All Funds
0.66%
New
88
Increased
337
Reduced
339
Closed
69
Calls
$221M
Puts
$118M
Net Calls
+$104M
Net Calls Change
+$156M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$363M
2
TCI Fund Management
TCI Fund Management
United Kingdom
+$354M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$293M
4
PAM
PineStone Asset Management
Quebec, Canada
+$267M
5
SP
Sarasin & Partners
United Kingdom
+$182M

Top Sellers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
-$391M
2
Capital International Investors
Capital International Investors
California
-$352M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$339M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$263M
5
First Trust Advisors
First Trust Advisors
Illinois
-$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
IPW
701
Invictus Private Wealth
Colorado
$337K -$12.2K -40 -4%
PAM
702
Paradigm Asset Management
New York
$337K – – –
SIA
703
Schechter Investment Advisors
Michigan
$335K +$52.9K +173 +19%
SFO
704
Stokes Family Office
Louisiana
$334K +$85.4K +279 +34%
RRC
705
Relaxing Retirement Coach
Massachusetts
$333K – – –
Wealth Enhancement Advisory Services
706
Wealth Enhancement Advisory Services
Minnesota
$333K +$333K +1,087 New
CA
707
Cornerstone Advisory
Maryland
$322K +$5.2K +17 +2%
AAS
708
Avantax Advisory Services
Texas
$322K +$918 +3 +0.3%
HCM
709
Howland Capital Management
Massachusetts
$321K +$1.53K +5 +0.5%
CIC
710
Carnegie Investment Counsel
Ohio
$319K – – –
BJL
711
Brighton Jones LLC
Washington
$319K +$319K +1,043 New
KI
712
Kula Investments
Illinois
$319K +$319K +1,041 New
BP
713
Broadleaf Partners
Ohio
$318K – – –
RA
714
RFG Advisory
Alabama
$318K +$30.9K +101 +11%
SCM
715
Shelton Capital Management
Colorado
$312K +$2.14K +7 +0.7%
DWT
716
Dorsey & Whitney Trust
South Dakota
$312K -$306 -1 -0.1%
SWA
717
Stratos Wealth Advisors
Ohio
$312K – – –
CPW
718
Crestmont Private Wealth
Texas
$311K +$44.1K +144 +17%
HI
719
Horizon Investments
North Carolina
$309K -$192K -626 -38%
CSI
720
Cross Staff Investments
New York
$306K -$61.2K -200 -17%
BCM
721
Boltwood Capital Management
California
$306K -$15.3K -50 -5%
BFIM
722
Beese Fulmer Investment Management
Ohio
$306K – – –
KCM
723
Kanawha Capital Management
Virginia
$306K – – –
WPC
724
Wedmont Private Capital
Pennsylvania
$306K +$24.8K +84 +9%
HCM
725
Hutner Capital Management
Vermont
$303K – – –
27 28
29
30 31