MCO icon

Moody's
MCO

Overview Fund Activity

943 hedge funds and large institutions have $45.7B invested in Moody's in 2022 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 336 increasing their positions, 351 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
943
Holders Change
-70
Holders Change %
-6.91%
% of All Funds
15.95%
Holding in Top 10
31
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.82%
% of All Funds
0.52%
New
74
Increased
336
Reduced
351
Closed
131
Calls
$89.6M
Puts
$72.7M
Net Calls
+$16.9M
Net Calls Change
+$60.4M

Top Buyers

1
LP
Longview Partners
Guernsey
+$489M
2
Principal Financial Group
Principal Financial Group
Iowa
+$284M
3
Morgan Stanley
Morgan Stanley
New York
+$278M
4
TCI Fund Management
TCI Fund Management
United Kingdom
+$261M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$151M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$288M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$208M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$197M
4
State Street
State Street
Massachusetts
-$123M
5
AC
AKO Capital
United Kingdom
-$99.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHCM
726
Boulder Hill Capital Management
New York
$272K +$272K +1,000 New
JC
727
JB Capital
Connecticut
$268K +$4.89K +18 +2%
QCG
728
Quadrant Capital Group
Ohio
$267K +$56K +206 +27%
SC
729
Shearwater Capital
Colorado
$260K +$814 +3 +0.3%
4WM
730
4J Wealth Management
Virginia
$259K +$2.72K +10 +1%
LNC
731
Lincoln National Corp
Pennsylvania
$259K +$46.3K +170 +22%
BBI
732
Baxter Bros Inc
Connecticut
$258K – – –
PI
733
Pettee Investors
Connecticut
$257K – – –
EI
734
Ellevest Inc
New York
$252K +$94.2K +346 +60%
BFM
735
Boothbay Fund Management
New York
$251K +$251K +922 New
APA
736
American Portfolios Advisors
New York
$250K -$2.18K -8 -0.9%
DWT
737
Dorsey & Whitney Trust
South Dakota
$249K +$1.36K +5 +0.5%
LSA
738
Lion Street Advisors
Texas
$247K – – –
WSTAM
739
Wilbanks Smith & Thomas Asset Management
Virginia
$243K +$4.9K +18 +2%
EGM
740
Engineers Gate Manager
New York
$242K +$242K +890 New
FHA
741
Flagship Harbor Advisors
Massachusetts
$240K -$1.36K -5 -0.6%
AFS
742
Axiom Financial Strategies
Indiana
$240K – – –
RWI
743
Red Wave Investments
Pennsylvania
$239K -$6.25K -23 -3%
APG
744
Abacus Planning Group
South Carolina
$238K -$543 -2 -0.2%
SEC
745
Seven Eight Capital
New York
$238K +$238K +876 New
RAM
746
Roanoke Asset Management
New Jersey
$236K – – –
PCM
747
Penserra Capital Management
California
$235K +$9.22K +34 +4%
DWM
748
Doyle Wealth Management
Florida
$233K – – –
SF
749
Synovus Financial
Georgia
$231K +$231K +850 New
GIA
750
Gateway Investment Advisers
Ohio
$229K +$20.4K +75 +10%
28 29
30
31 32