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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 %
MCM
801
Manchester Capital Management
Vermont
$156K +$6.52K +18 +4%
CCM
802
Covington Capital Management
California
$154K -$1.45K -4 -0.9%
ETC
803
Exchange Traded Concepts
Oklahoma
$149K -$48.3K -133 -24%
CMBA
804
C.M. Bidwell & Associates
Hawaii
$147K +$2.17K +6 +2%
SOW
805
State of Wyoming
Wyoming
$146K +$14.9K +41 +11%
SIM
806
Sonora Investment Management
Arizona
$145K – – –
FPA
807
First Pacific Advisors
California
$140K – – –
FMT
808
First Mercantile Trust
Tennessee
$139K -$21.7K -60 -14%
MA
809
MCF Advisors
Kentucky
$137K -$13.8K -38 -9%
CF
810
Centaurus Financial
California
$137K +$137K +377 New
JFA
811
JNBA Financial Advisors
Minnesota
$127K – – –
BWM
812
BerganKDV Wealth Management
Minnesota
$127K – – –
CIA
813
Cascade Investment Advisors
Oregon
$127K – – –
ANBT
814
American National Bank & Trust
Texas
$126K +$54.9K +152 +77%
KFS
815
Kelly Financial Services
Massachusetts
$125K +$125K +45,332 +215,867%
LC
816
Lindbrook Capital
California
$112K +$3.27K +9 +3%
SC
817
SouthState Corp
Florida
$111K – – –
GWM
818
Geneos Wealth Management
Colorado
$110K -$4.03K -11 -4%
SIC
819
Salem Investment Counselors
North Carolina
$110K – – –
TPCW
820
TD Private Client Wealth
New York
$110K +$2.54K +7 +2%
USGIU
821
U.S. Global Investors (USGI)
Texas
$109K – – –
YAL
822
Your Advocates Ltd
Texas
$109K – – –
TWA
823
TCI Wealth Advisors
Arizona
$107K +$1.82K +5 +2%
CFO
824
CVA Family Office
Colorado
$107K +$34.5K +95 +48%
HCP
825
Hexagon Capital Partners
Arkansas
$103K +$2.53K +7 +3%
31 32
33
34 35