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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 %
PCM
776
Penserra Capital Management
California
$221K +$73.8K +205 +50%
HW
777
Hancock Whitney
Mississippi
$221K +$221K +610 New
EE
778
EWG Elevate
California
$220K +$220K +601 New
MC
779
Middleton & Co
Massachusetts
$218K +$218K +602 New
ECM
780
Estabrook Capital Management
New York
$217K – – –
TFA
781
Teamwork Financial Advisors
Texas
$217K +$217K +599 New
CA
782
Cullinan Associates
Kentucky
$217K +$217K +600 New
FNBTCON
783
First National Bank & Trust Co of Newtown
Pennsylvania
$217K +$217K +600 New
MCM
784
Monarch Capital Management
Indiana
$217K +$217K +600 New
ECM
785
EagleClaw Capital Management
Massachusetts
$217K +$217K +600 New
BHBT
786
Burke & Herbert Bank & Trust
Virginia
$217K +$217K +600 New
RTC
787
Riverview Trust Company
Washington
$216K – – –
BCM
788
Brookstone Capital Management
Illinois
$216K +$216K +576 New
HPWM
789
Highland Private Wealth Management
Washington
$215K +$215K +595 New
EGM
790
Engineers Gate Manager
New York
$214K +$214K +590 New
FC
791
Financial Consulate
Maryland
$211K +$211K +582 New
FFA
792
First Foundation Advisors
California
$209K +$209K +577 New
IFWM
793
Institute for Wealth Management
Colorado
$208K +$208K +575 New
TWP
794
Treybourne Wealth Planners
Indiana
$207K +$207K +570 New
1SB
795
1ST Source Bank
Indiana
$203K +$203K +560 New
FPS
796
Fieldpoint Private Securities
Connecticut
$192K -$7.6K -20 -4%
BCA
797
Berman Capital Advisors
Georgia
$173K +$14.4K +40 +9%
EI
798
Ellevest Inc
New York
$171K +$725 +2 +0.4%
BAM
799
Belpointe Asset Management
Nevada
$166K +$166K +458 New
FMLI
800
Fukoku Mutual Life Insurance
Japan
$163K – – –
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