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Moody's
MCO

Overview Fund Activity

931 hedge funds and large institutions have $61.6B invested in Moody's in 2021 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 327 increasing their positions, 298 reducing their positions, and 63 closing their positions.

Holders
931
Holders Change
+20
Holders Change %
+2.2%
% of All Funds
16.25%
Holding in Top 10
38
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.76%
% of All Funds
0.66%
New
87
Increased
327
Reduced
298
Closed
63
Calls
$95.8M
Puts
$185M
Net Calls
-$89M
Net Calls Change
-$72.4M

Top Buyers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$331M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$189M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$946M
4
Goldman Sachs
4
Goldman Sachs
New York
$431M
5
Capital International Investors
5
Capital International Investors
California
$1.95B

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$0
2
Principal Financial Group
2
Principal Financial Group
Iowa
$412M
3
Winslow Capital Management
3
Winslow Capital Management
Minnesota
$316M
4
Harris Associates
4
Harris Associates
Illinois
$465M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$55M
Name Market Value Shares Shares
Change 		Shares
Change %
SP
51
Sarasin & Partners
United Kingdom
$194M 535,062 +12,367 +2%
First Trust Advisors
52
First Trust Advisors
Illinois
$189M 520,732 +520,732 New
ESCM
53
Echo Street Capital Management
New York
$186M 512,859 +7,828 +2%
Sumitomo Mitsui Trust Group
54
Sumitomo Mitsui Trust Group
Japan
$186M 512,021 -28,491 -5%
BCF
55
BLS Capital Fondsmaeglerselskab
Denmark
$184M 508,819 -8,155 -2%
ACP
56
Atalan Capital Partners
New York
$183M 505,000 – –
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$182M 501,226 +62,425 +14%
CS
58
Credit Suisse
Switzerland
$161M 439,745 +91,813 +26%
APG Asset Management
59
APG Asset Management
Netherlands
$161M 525,784 -33,708 -6%
MNG
60
Manning & Napier Group
New York
$156M 430,288 +186,113 +76%
Schroder Investment Management Group
61
Schroder Investment Management Group
United Kingdom
$151M 415,733 +82,903 +25%
Amundi
62
Amundi
France
$149M 410,040 +410,040 New
Barclays
63
Barclays
United Kingdom
$147M 406,276 +112,578 +38%
Luther King Capital Management (LKCM)
64
Luther King Capital Management (LKCM)
Texas
$147M 404,510 +3,684 +0.9%
Axa
65
Axa
France
$140M 385,806 +46,671 +14%
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$132M 365,245 -7,329 -2%
BAIA
67
Bel Air Investment Advisors
California
$129M 356,948 +2,592 +0.7%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$127M 351,670 +7,662 +2%
Lazard Asset Management
69
Lazard Asset Management
New York
$126M 347,240 +170 +0%
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$126M 347,027 +1,439 +0.4%
State of Wisconsin Investment Board
71
State of Wisconsin Investment Board
Wisconsin
$124M 342,683 +13,572 +4%
Newport Trust Company
72
Newport Trust Company
District of Columbia
$123M 338,809 -9,068 -3%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$120M 328,450 +152,994 +87%
CBT
74
Capital Bank & Trust
California
$119M 329,215 -89,989 -21%
EVM
75
Eaton Vance Management
Massachusetts
$118M 325,351 -1,580 -0.5%
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