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Moody's
MCO

Overview Fund Activity

963 hedge funds and large institutions have $59.8B invested in Moody's in 2021 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 333 increasing their positions, 311 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
963
Holders Change
+32
Holders Change %
+3.44%
% of All Funds
16.91%
Holding in Top 10
35
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.89%
% of All Funds
0.61%
New
98
Increased
333
Reduced
311
Closed
50
Calls
$294M
Puts
$205M
Net Calls
+$88.4M
Net Calls Change
+$177M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$143M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$115M
3
HighTower Advisors
HighTower Advisors
Illinois
+$87.4M
4
Barclays
Barclays
United Kingdom
+$80.4M
5
BlackRock
BlackRock
New York
+$63.7M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$254M
2
CBT
Capital Bank & Trust
California
-$119M
3
MA
Marshfield Associates
District of Columbia
-$113M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$103M
5
NIPH
NN Investment Partners Holdings
Netherlands
-$98.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
751
First Horizon Advisors
Tennessee
$288K +$270K +758 +1,458%
CANY
752
Caxton Associates (New York)
New York
$285K +$285K +803 New
SF
753
Summit Financial
New Jersey
$285K +$285K +802 New
WIC
754
Woodmont Investment Counsel
Tennessee
$284K – – –
VIMU
755
Veritas Investment Management (UK)
United Kingdom
$282K – – –
MAM
756
McLean Asset Management
Virginia
$281K – – –
BFPW
757
BOK Financial Private Wealth
Colorado
$281K +$40.9K +115 +17%
DWT
758
Dorsey & Whitney Trust
South Dakota
$279K – – –
CCM
759
Coldstream Capital Management
Washington
$278K -$14.5K -50 -5%
YWP
760
YorkBridge Wealth Partners
New York
$278K – – –
Walleye Trading
761
Walleye Trading
New York
$278K +$278K +783 New
CAM
762
Cozad Asset Management
Illinois
$277K – – –
RIA
763
Realta Investment Advisors
Delaware
$275K +$12.4K +35 +5%
BHIA
764
Birch Hill Investment Advisors
Massachusetts
$273K – – –
IC
765
Intersect Capital
California
$272K +$4.62K +13 +2%
LNC
766
Lincoln National Corp
Pennsylvania
$270K – – –
ALAM
767
Asahi Life Asset Management
Japan
$270K +$270K +760 New
WJWM
768
Williams Jones Wealth Management
New York
$269K – – –
FF
769
FourThought Financial
Florida
$269K – – –
CFO
770
Collective Family Office
Pennsylvania
$268K – – –
NIM
771
NuWave Investment Management
New Jersey
$267K +$267K +753 New
CSIC
772
Clifford Swan Investment Counsel
California
$266K – – –
CIC
773
Carnegie Investment Counsel
Ohio
$264K – – –
SHGA
774
Sand Hill Global Advisors
California
$261K -$46.2K -130 -15%
FPCP
775
Fort Point Capital Partners
California
$259K +$259K +729 New
29 30
31
32 33