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Moody's
MCO

Overview Fund Activity

957 hedge funds and large institutions have $48.5B invested in Moody's in 2022 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 321 increasing their positions, 343 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
957
Holders Change
+30
Holders Change %
+3.24%
% of All Funds
15.44%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.58%
New
130
Increased
321
Reduced
343
Closed
76
Calls
$76M
Puts
$128M
Net Calls
-$52.3M
Net Calls Change
-$61.3M

Top Buyers

1
TCI Fund Management
TCI Fund Management
United Kingdom
+$269M
2
Morgan Stanley
Morgan Stanley
New York
+$255M
3
BlackRock
BlackRock
New York
+$115M
4
BCF
BLS Capital Fondsmaeglerselskab
Denmark
+$87.3M
5
Marshall Wace
Marshall Wace
United Kingdom
+$68.5M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$106M
2
AWA
Arete Wealth Advisors
Illinois
-$96.1M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$90.3M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$74.7M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$66.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
776
Kathmere Capital Management
Pennsylvania
$216K +$216K +775 New
BHIA
777
Birch Hill Investment Advisors
Massachusetts
$215K +$215K +770 New
LFM
778
LGT Fund Management
Liechtenstein
$215K +$215K +770 New
YWP
779
YorkBridge Wealth Partners
New York
$214K +$214K +767 New
FFP
780
FourThought Financial Partners
Florida
$211K +$211K +757 New
SMWM
781
Silvia McColl Wealth Management
California
$207K +$207K +742 New
AAM
782
Advisors Asset Management
Colorado
$206K -$57.4K -206 -22%
PG
783
Pendal Group
Australia
$206K +$206K +738 New
CSIC
784
Clifford Swan Investment Counsel
California
$204K +$204K +733 New
TIMH
785
Tilt Investment Management Holdings
New York
$204K +$204K +732 New
UCFA
786
United Capital Financial Advisors
Texas
$204K +$204K +732 New
MAG
787
Mayfair Advisory Group
Alabama
$204K +$204K +700 New
CI
788
CX Institutional
Indiana
$203K +$203K +730 New
BSW
789
Buckingham Strategic Wealth
Missouri
$203K +$203K +730 New
SSB
790
Sandy Spring Bank
Maryland
$203K -$44K -158 -18%
WKSWA
791
White Knight Strategic Wealth Advisors
New Jersey
$201K +$201K +720 New
MAM
792
McLean Asset Management
Virginia
$201K +$201K +720 New
CA
793
Carson Advisory
Georgia
$201K +$201K +720 New
GIA
794
Gladstone Institutional Advisory
Florida
$200K +$200K +719 New
JEST
795
JTC Employer Solutions Trustee
Jersey
$189K – – –
MAM
796
Magellan Asset Management
Australia
$187K -$294K -1,054 -61%
Dimensional Fund Advisors
797
Dimensional Fund Advisors
Texas
$187K -$158 -567 -0.1%
RTC
798
Riverview Trust Company
Washington
$179K – – –
FHA
799
First Horizon Advisors
Tennessee
$179K +$17.8K +64 +11%
AA
800
Addison Advisors
Vermont
$178K +$153K +549 +610%
30 31
32
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