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Moody's
MCO

Overview Fund Activity

957 hedge funds and large institutions have $52B invested in Moody's in 2023 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 337 increasing their positions, 339 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
957
Holders Change
–
Holders Change %
0%
% of All Funds
15.32%
Holding in Top 10
41
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.89%
% of All Funds
0.66%
New
88
Increased
337
Reduced
339
Closed
69
Calls
$221M
Puts
$118M
Net Calls
+$104M
Net Calls Change
+$156M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$363M
2
TCI Fund Management
TCI Fund Management
United Kingdom
+$354M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$293M
4
PAM
PineStone Asset Management
Quebec, Canada
+$267M
5
SP
Sarasin & Partners
United Kingdom
+$182M

Top Sellers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
-$391M
2
Capital International Investors
Capital International Investors
California
-$352M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$339M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$263M
5
First Trust Advisors
First Trust Advisors
Illinois
-$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHIA
776
Birch Hill Investment Advisors
Massachusetts
$236K – – –
LFM
777
LGT Fund Management
Liechtenstein
$236K – – –
BWP
778
BSW Wealth Partners
Colorado
$233K -$7.96K -26 -3%
AWA
779
Aaron Wealth Advisors
Illinois
$232K -$18.1K -59 -7%
BMCM
780
Bryn Mawr Capital Management
Pennsylvania
$230K +$230K +751 New
FCP
781
Fidelis Capital Partners
Florida
$230K +$230K +754 New
LFA
782
Legacy Financial Advisors
Kentucky
$229K +$229K +747 New
TAM
783
Tocqueville Asset Management
New York
$228K +$228K +745 New
OTL
784
Oak Thistle LLC
New York
$228K +$228K +744 New
AAIS
785
ABN AMRO Investment Solutions
$228K +$228K +744 New
SMWM
786
Silvia McColl Wealth Management
California
$227K – – –
CSIC
787
Clifford Swan Investment Counsel
California
$224K – – –
AWM
788
AE Wealth Management
Kansas
$223K +$223K +729 New
PL
789
Perpetual Ltd
Australia
$222K +$222K +724 New
CA
790
Carson Advisory
Georgia
$220K – – –
MAM
791
McLean Asset Management
Virginia
$219K -$1.53K -5 -0.7%
HWA
792
HCR Wealth Advisors
California
$218K -$30.6K -100 -12%
GIA
793
Gladstone Institutional Advisory
Florida
$216K -$3.98K -13 -2%
Federated Hermes
794
Federated Hermes
Pennsylvania
$215K -$71.9K -235 -25%
AA
795
Addison Advisors
Vermont
$213K +$17.7K +58 +9%
MAG
796
Mayfair Advisory Group
Alabama
$212K – – –
KCM
797
Kathmere Capital Management
Pennsylvania
$210K -$26.9K -88 -11%
GIA
798
Guyasuta Investment Advisors
Pennsylvania
$210K +$210K +686 New
PWPS
799
Pinnacle Wealth Planning Services
Ohio
$210K +$210K +686 New
FFP
800
FourThought Financial Partners
Florida
$210K -$22K -72 -10%
30 31
32
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