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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 %
RWI
751
Red Wave Investments
Pennsylvania
$216K +$2.43K +10 +1%
PCM
752
Penserra Capital Management
California
$216K +$5.35K +22 +3%
P
753
Pitcairn
Pennsylvania
$216K +$15.3K +63 +8%
AFS
754
Axiom Financial Strategies
Indiana
$215K – – –
PP
755
Paloma Partners
Connecticut
$215K +$215K +885 New
AC
756
Abbrea Capital
California
$214K +$24.3K +100 +13%
APG
757
Abacus Planning Group
South Carolina
$213K – – –
4WM
758
4J Wealth Management
Virginia
$211K -$20.6K -85 -9%
RAM
759
Roanoke Asset Management
New Jersey
$211K – – –
SF
760
Synovus Financial
Georgia
$211K +$4.38K +18 +2%
GC
761
Gilbert & Cook
Iowa
$211K +$52.9K +206 +33%
OPS
762
Orion Portfolio Solutions
Nebraska
$210K +$210K +864 New
FHA
763
Flagship Harbor Advisors
Massachusetts
$209K -$5.34K -22 -2%
DWM
764
Doyle Wealth Management
Florida
$209K – – –
5L
765
55I LLC
Massachusetts
$209K +$209K +859 New
GCP
766
GSA Capital Partners
United Kingdom
$208K +$208K +854 New
Parallax Volatility Advisers
767
Parallax Volatility Advisers
California
$206K +$135K +556 +191%
EI
768
Ellevest Inc
New York
$205K -$20.5K -84 -9%
CHA
769
Carmichael Hill & Associates
Maryland
$204K – – –
TCBWMS
770
Texas Capital Bank Wealth Management Services
Texas
$203K +$203K +834 New
SICM
771
Sustainable Insight Capital Management
New York
$201K -$66.7K -274 -25%
VFA
772
Valeo Financial Advisors
Indiana
$201K -$486 -2 -0.2%
BWP
773
Baldwin Wealth Partners
Massachusetts
$198K – – –
AP
774
Atwood & Palmer
Missouri
$194K – – –
CAL
775
Capital Advisors Ltd
Ohio
$194K +$27.7K +114 +17%
29 30
31
32 33