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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.

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 %
BTWM
751
Baker Tilly Wealth Management
Wisconsin
$255K -$5.8K -16 -2%
MAG
752
Mayfair Advisory Group
Alabama
$254K – – –
WFWM
753
Wechter Feldman Wealth Management
New Jersey
$252K – – –
FC
754
Ferris Capital
Massachusetts
$251K -$875K -2,417 -78%
TWP
755
Total Wealth Planning
Ohio
$251K +$251K +693 New
GIA
756
Guyasuta Investment Advisors
Pennsylvania
$249K – – –
PI
757
Putnam Investments
Massachusetts
$248K – – –
LHC
758
Little House Capital
Massachusetts
$248K +$248K +685 New
PWPS
759
Pinnacle Wealth Planning Services
Ohio
$246K +$362 +1 +0.1%
BFPW
760
BOK Financial Private Wealth
Colorado
$245K +$245K +675 New
CMO
761
Covenant Multifamily Offices
Texas
$245K +$245K +677 New
ABC
762
Associated Banc-Corp
Wisconsin
$244K -$126K -347 -34%
SFSIG
763
San Francisco Sentry Investment Group
California
$241K – – –
WFI
764
West Family Investments
California
$239K +$239K +660 New
TC
765
TAP Consulting
Missouri
$235K +$235K +649 New
Bank Julius Baer & Co
766
Bank Julius Baer & Co
Switzerland
$234K +$3.99K +11 +2%
AWM
767
Affinity Wealth Management
Delaware
$231K -$4.17K -11 -2%
AIM
768
Aigen Investment Management
New York
$230K -$1.01M -2,794 -81%
FCA
769
FinTrust Capital Advisors
South Carolina
$230K – – –
SC
770
Scotia Capital
Ontario, Canada
$225K -$63.3K -175 -22%
QCG
771
Quadrant Capital Group
Ohio
$225K +$18.8K +52 +9%
BSW
772
Buckingham Strategic Wealth
Missouri
$224K +$224K +617 New
HWA
773
HCR Wealth Advisors
California
$222K +$222K +612 New
RWI
774
Red Wave Investments
Pennsylvania
$222K +$222K +612 New
TAIM
775
TD Ameritrade Investment Management
Nebraska
$221K +$57.1K +158 +35%
29 30
31
32 33