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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 %
CHA
751
Carmichael Hill & Associates
Maryland
$228K – – –
CA
752
Carson Advisory
Georgia
$228K +$27.1K +100 +14%
VFA
753
Valeo Financial Advisors
Indiana
$226K -$6.26K -23 -3%
RIA
754
Realta Investment Advisors
Delaware
$226K – – –
SF
755
Summit Financial
New Jersey
$224K -$1.36K -5 -0.6%
P
756
Pitcairn
Pennsylvania
$224K -$1.63K -6 -0.7%
FHA
757
First Horizon Advisors
Tennessee
$224K +$130K +479 +137%
T
758
TOBAM
France
$224K +$224K +824 New
BWP
759
Baldwin Wealth Partners
Massachusetts
$222K – – –
RTC
760
Riverview Trust Company
Washington
$222K +$29.1K +107 +15%
PG
761
Pendal Group
Australia
$219K +$28.8K +106 +15%
HAI
762
Hennessy Advisors Inc
California
$218K -$1.69M -6,200 -89%
AP
763
Atwood & Palmer
Missouri
$218K -$54.5K -200 -20%
KSWA
764
Kathleen S. Wright Associates
Pennsylvania
$218K – – –
6F
765
626 Financial
Michigan
$218K – – –
WIC
766
Woodmont Investment Counsel
Tennessee
$218K – – –
DS
767
DRW Securities
Illinois
$218K +$218K +801 New
AWA
768
Aaron Wealth Advisors
Illinois
$217K -$55.5M -204,682 -100%
BL
769
Balentine LLC
Georgia
$217K -$104K -382 -32%
MAG
770
Mayfair Advisory Group
Alabama
$217K – – –
CFO
771
Collective Family Office
Pennsylvania
$214K -$543 -2 -0.3%
FAM
772
Fenimore Asset Management
New York
$214K – – –
GWM
773
GSB Wealth Management
Connecticut
$214K – – –
YWP
774
YorkBridge Wealth Partners
New York
$213K – – –
AC
775
Abbrea Capital
California
$212K -$27.2K -100 -11%
29 30
31
32 33