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Moody's
MCO

Overview Fund Activity

1,048 hedge funds and large institutions have $65.7B invested in Moody's in 2021 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 386 increasing their positions, 297 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,048
Holders Change
+85
Holders Change %
+8.83%
% of All Funds
16.19%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.65%
New
158
Increased
386
Reduced
297
Closed
59
Calls
$74.1M
Puts
$139M
Net Calls
-$64.6M
Net Calls Change
-$153M

Top Buyers

1
BlackRock
BlackRock
New York
+$252M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$241M
3
CAM
Close Asset Management
United Kingdom
+$148M
4
MAMU
Marathon Asset Management (UK)
United Kingdom
+$90.1M
5
State Street
State Street
Massachusetts
+$86.7M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$367M
2
WPL
WINDACRE PARTNERSHIP LLC
Texas
-$308M
3
Harris Associates
Harris Associates
Illinois
-$165M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$152M
5
AC
AKO Capital
United Kingdom
-$91.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAMG
726
Patton Albertson Miller Group
Tennessee
$433K – – –
PCP
727
Proficio Capital Partners
Massachusetts
$432K +$3.52K +9 +0.8%
EN1L
728
Engine No 1 LLC
California
$432K +$94.4K +242 +28%
IFWM
729
Institute for Wealth Management
Colorado
$426K +$51.5K +132 +14%
MNBTD
730
Moody National Bank Trust Division
Texas
$425K – – –
GFS
731
GYL Financial Synergies
Connecticut
$424K +$424K +1,086 New
AC
732
Abbrea Capital
California
$422K +$64.1K +164 +18%
Carson Wealth (CWM LLC)
733
Carson Wealth (CWM LLC)
Nebraska
$420K +$420K +1,076 New
JC
734
JB Capital
Connecticut
$418K +$391 +1 +0.1%
BP
735
Broadleaf Partners
Ohio
$414K – – –
DBT
736
Dubuque Bank & Trust
Iowa
$412K – – –
SCM
737
Shelton Capital Management
Colorado
$412K – – –
DMBA
738
Deseret Mutual Benefit Administrators
Utah
$412K +$10.9K +28 +3%
OIA
739
OneDigital Investment Advisors
Kansas
$407K +$71.9K +184 +21%
APA
740
American Portfolios Advisors
New York
$403K +$55.8K +143 +16%
HCM
741
Hutner Capital Management
Vermont
$402K -$2.73K -7 -0.7%
TNBTD
742
Trustmark National Bank Trust Department
Mississippi
$398K – – –
KLCM
743
KG&L Capital Management
Louisiana
$393K – – –
KCM
744
Kanawha Capital Management
Virginia
$392K – – –
BFIM
745
Beese Fulmer Investment Management
Ohio
$391K – – –
CCA
746
Checchi Capital Advisers
California
$380K +$5.86K +15 +2%
KPWS
747
Kestra Private Wealth Services
Texas
$379K +$46.4K +119 +14%
RAM
748
Roanoke Asset Management
New Jersey
$377K – – –
FHA
749
Flagship Harbor Advisors
Massachusetts
$376K -$19.2K -49 -5%
FCH
750
Freestone Capital Holdings
Washington
$375K +$375K +960 New
28 29
30
31 32