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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 %
CWM
776
Calamos Wealth Management
Illinois
$257K – – –
IHL
777
Investment House LLC
California
$256K – – –
PWPS
778
Pinnacle Wealth Planning Services
Ohio
$256K +$14.2K +40 +6%
FAT
779
First American Trust
California
$253K – – –
BTWM
780
Baker Tilly Wealth Management
Wisconsin
$252K +$2.13K +6 +0.9%
HR
781
Howe & Rusling
New York
$251K – – –
WFI
782
West Family Investments
California
$250K +$15.3K +43 +7%
OPS
783
Orion Portfolio Solutions
Nebraska
$249K +$249K +701 New
Capstone Investment Advisors
784
Capstone Investment Advisors
New York
$246K -$592K -1,669 -71%
MAG
785
Mayfair Advisory Group
Alabama
$245K – – –
GIA
786
Guyasuta Investment Advisors
Pennsylvania
$244K – – –
PI
787
Putnam Investments
Massachusetts
$244K +$3.2K +9 +1%
SMA
788
Sage Mountain Advisors
Georgia
$244K +$244K +688 New
LHC
789
Little House Capital
Massachusetts
$242K -$1.42K -4 -0.6%
PCM
790
Penserra Capital Management
California
$242K +$24.4K +69 +11%
CMO
791
Covenant Multifamily Offices
Texas
$241K – – –
ABC
792
Associated Banc-Corp
Wisconsin
$239K – – –
Bank Julius Baer & Co
793
Bank Julius Baer & Co
Switzerland
$239K +$9.59K +27 +4%
MOS
794
MGO One Seven
Ohio
$238K +$238K +590 New
TFA
795
Teamwork Financial Advisors
Texas
$237K +$24.8K +70 +12%
MFS
796
Mirabella Financial Services
United Kingdom
$236K +$236K +664 New
VF
797
Virtu Financial
New York
$235K -$1.05M -2,963 -82%
SIA
798
SkyView Investment Advisors
New Jersey
$233K +$233K +656 New
BCA
799
Berman Capital Advisors
Georgia
$232K +$62.2K +176 +37%
TC
800
TAP Consulting
Missouri
$231K +$355 +1 +0.2%
30 31
32
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