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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 %
EWA
776
EverSource Wealth Advisors
Alabama
$189K +$25.6K +105 +16%
JEST
777
JTC Employer Solutions Trustee
Jersey
$189K +$189K +579 New
FF
778
FourThought Financial
Florida
$184K -$729 -3 -0.4%
CP
779
Castleview Partners
Texas
$174K -$442K -1,815 -72%
RTC
780
Riverview Trust Company
Washington
$156K -$42K -173 -21%
FCA
781
FinTrust Capital Advisors
South Carolina
$156K – – –
HR
782
Howe & Rusling
New York
$156K – – –
APA
783
American Portfolios Advisors
New York
$153K -$70.2K -289 -31%
SSG
784
Summit Securities Group
New York
$151K +$69.3K +286 +85%
ALAM
785
Asahi Life Asset Management
Japan
$146K +$146K +600 New
FHA
786
First Horizon Advisors
Tennessee
$139K -$60.5K -251 -30%
PVH
787
Psagot Value Holdings
Israel
$130K – – –
TWA
788
TCI Wealth Advisors
Arizona
$123K +$3.66K +15 +3%
CAM
789
Close Asset Management
United Kingdom
$122K -$51.3M -210,200 -100%
AA
790
Alta Advisers
United Kingdom
$122K +$122K +500 New
CCM
791
Covington Capital Management
California
$118K -$727 -3 -0.6%
MPWT
792
MassMutual Private Wealth & Trust
Connecticut
$115K +$4.38K +18 +4%
DGAM
793
Desjardins Global Asset Management
Quebec, Canada
$113K – – –
HI
794
Harbour Investments
Wisconsin
$113K – – –
MCM
795
Manchester Capital Management
Vermont
$103K +$486 +2 +0.5%
FPA
796
First Pacific Advisors
California
$94K – – –
DMBA
797
Deseret Mutual Benefit Administrators
Utah
$88K -$49.6K -205 -36%
LC
798
Lindbrook Capital
California
$86K +$10.9K +45 +15%
BWM
799
BerganKDV Wealth Management
Minnesota
$85K – – –
QC
800
Quent Capital
New York
$85K +$8.48K +35 +11%
30 31
32
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