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Moody's
MCO

Overview Fund Activity

927 hedge funds and large institutions have $40.7B invested in Moody's in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 328 increasing their positions, 348 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
927
Holders Change
-16
Holders Change %
-1.7%
% of All Funds
16.03%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.55%
New
80
Increased
328
Reduced
348
Closed
84
Calls
$83.9M
Puts
$74.8M
Net Calls
+$9.05M
Net Calls Change
-$7.81M

Top Buyers

1
WPL
WINDACRE PARTNERSHIP LLC
Texas
+$301M
2
VAM
Veritas Asset Management
United Kingdom
+$184M
3
Principal Financial Group
Principal Financial Group
Iowa
+$97.3M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$60.6M
5
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$54.5M

Top Sellers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$97.6M
2
Capital International Investors
Capital International Investors
California
-$96.8M
3
BlackRock
BlackRock
New York
-$82.7M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$79M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$63.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
726
Shelton Capital Management
Colorado
$246K -$9.96K -41 -4%
CI
727
Conning Inc
Connecticut
$244K -$21.7K -89 -8%
HCM
728
Hutner Capital Management
Vermont
$244K -$2.43K -10 -1%
BFIM
729
Beese Fulmer Investment Management
Ohio
$243K – – –
KCM
730
Kanawha Capital Management
Virginia
$243K – – –
DWT
731
Dorsey & Whitney Trust
South Dakota
$240K +$16.3K +67 +7%
AWA
732
Aaron Wealth Advisors
Illinois
$238K +$43.3K +178 +22%
LNC
733
Lincoln National Corp
Pennsylvania
$235K +$3.65K +15 +2%
Lido Advisors
734
Lido Advisors
California
$234K -$239K -986 -51%
WFI
735
West Family Investments
California
$234K -$19.9K -82 -8%
SIA
736
Schechter Investment Advisors
Michigan
$233K -$20.9K -86 -8%
ZB
737
Zions Bancorporation
Utah
$233K -$16K -66 -6%
SC
738
Shearwater Capital
Colorado
$233K +$485 +2 +0.2%
BBI
739
Baxter Bros Inc
Connecticut
$231K – – –
TLCM
740
Twin Lakes Capital Management
California
$231K +$231K +952 New
AAM
741
Advisors Asset Management
Colorado
$230K -$105K -431 -31%
PI
742
Pettee Investors
Connecticut
$230K – – –
QCG
743
Quadrant Capital Group
Ohio
$226K -$13.1K -54 -5%
RIA
744
Realta Investment Advisors
Delaware
$223K +$23.5K +97 +12%
IUHSA
745
Itau Unibanco Holding S.A.
Brazil
$223K +$223K +919 New
JF
746
Jump Financial
Illinois
$220K +$220K +906 New
SF
747
Summit Financial
New Jersey
$218K +$17.5K +72 +9%
WSTAM
748
Wilbanks Smith & Thomas Asset Management
Virginia
$217K – – –
AWS
749
Atria Wealth Solutions
New York
$217K +$217K +892 New
SSB
750
Sandy Spring Bank
Maryland
$216K -$62.1K -255 -22%
28 29
30
31 32