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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 %
QCG
801
Quadrant Capital Group
Ohio
$227K +$5.69K +16 +3%
FCA
802
FinTrust Capital Advisors
South Carolina
$225K – – –
GA
803
Geller Advisors
New York
$225K +$225K +633 New
GTCM
804
Gyon Technologies Capital Management
New Jersey
$224K -$151K -426 -40%
AS
805
Altshuler Shaham
Israel
$222K +$222K +623 New
BSW
806
Buckingham Strategic Wealth
Missouri
$221K +$2.13K +6 +1%
FFA
807
First Foundation Advisors
California
$218K +$13.5K +38 +7%
HWA
808
HCR Wealth Advisors
California
$217K – – –
RWI
809
Red Wave Investments
Pennsylvania
$217K – – –
LSA
810
Lion Street Advisors
Texas
$216K +$216K +606 New
AAS
811
Avantax Advisory Services
Texas
$216K +$216K +611 New
ECM
812
Estabrook Capital Management
New York
$213K – – –
MCM
813
Monarch Capital Management
Indiana
$213K – – –
AWM
814
Affinity Wealth Management
Delaware
$213K – – –
FNBTCON
815
First National Bank & Trust Co of Newtown
Pennsylvania
$213K – – –
ECM
816
EagleClaw Capital Management
Massachusetts
$213K – – –
EE
817
EWG Elevate
California
$213K – – –
BHBT
818
Burke & Herbert Bank & Trust
Virginia
$213K – – –
CA
819
Cullinan Associates
Kentucky
$213K – – –
RTC
820
Riverview Trust Company
Washington
$212K – – –
BCM
821
Brookstone Capital Management
Illinois
$208K – – –
LA
822
LVW Advisors
New York
$203K +$203K +572 New
BL
823
Balentine LLC
Georgia
$201K +$201K +567 New
Koshinski Asset Management
824
Koshinski Asset Management
Illinois
$197K +$197K +556 New
FPS
825
Fieldpoint Private Securities
Connecticut
$187K +$7.81K +22 +4%
31 32
33
34 35