MCO icon

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.

New
Increased
Maintained
Reduced
Closed
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
Mackenzie Financial
Ontario, Canada
+$227M
2
First Trust Advisors
First Trust Advisors
Illinois
+$189M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$109M
4
Goldman Sachs
Goldman Sachs
New York
+$94.7M
5
Capital International Investors
Capital International Investors
California
+$73.4M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$512M
2
Principal Financial Group
Principal Financial Group
Iowa
-$143M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$119M
4
Harris Associates
Harris Associates
Illinois
-$87.8M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$80.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSA
726
Marino Stram & Associates
Massachusetts
$284K +$284K +783 New
CAM
727
Cozad Asset Management
Illinois
$283K -$72.6K -200 -20%
BHIA
728
Birch Hill Investment Advisors
Massachusetts
$279K – – –
TSS
729
Two Sigma Securities
New York
$278K +$278K +767 New
VFA
730
Valeo Financial Advisors
Indiana
$277K -$1.45K -4 -0.5%
LNC
731
Lincoln National Corp
Pennsylvania
$275K – – –
FF
732
FourThought Financial
Florida
$275K – – –
ITFISA
733
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$275K +$109K +300 +66%
WJWM
734
Williams Jones Wealth Management
New York
$274K – – –
FHC
735
First Horizon Corporation
Tennessee
$274K +$1.08K +3 +0.4%
CC
736
Centiva Capital
New York
$274K +$274K +757 New
CFO
737
Collective Family Office
Pennsylvania
$273K – – –
IC
738
Intersect Capital
California
$273K +$11.6K +32 +4%
MAM
739
McLean Asset Management
Virginia
$272K – – –
S
740
Seeyond
France
$269K +$1.44K +4 +0.5%
CIC
741
Carnegie Investment Counsel
Ohio
$269K +$11.6K +32 +5%
RIA
742
Realta Investment Advisors
Delaware
$268K – – –
WS
743
Wedbush Securities
California
$268K – – –
SB
744
Simmons Bank
Arkansas
$265K +$13.1K +36 +5%
EDRH
745
Edmond de Rothschild Holding
Switzerland
$263K -$1.3M -3,570 -83%
CWM
746
Calamos Wealth Management
Illinois
$263K +$10.2K +28 +4%
IHL
747
Investment House LLC
California
$260K – – –
FAT
748
First American Trust
California
$258K -$1.09K -3 -0.4%
CSIC
749
Clifford Swan Investment Counsel
California
$258K – – –
HR
750
Howe & Rusling
New York
$256K – – –
28 29
30
31 32