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Moody's
MCO

Overview Fund Activity

943 hedge funds and large institutions have $45.7B invested in Moody's in 2022 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 336 increasing their positions, 351 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
943
Holders Change
-70
Holders Change %
-6.91%
% of All Funds
15.95%
Holding in Top 10
31
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.82%
% of All Funds
0.52%
New
74
Increased
336
Reduced
351
Closed
131
Calls
$89.6M
Puts
$72.7M
Net Calls
+$16.9M
Net Calls Change
+$60.4M

Top Buyers

1
LP
Longview Partners
Guernsey
+$489M
2
Principal Financial Group
Principal Financial Group
Iowa
+$284M
3
Morgan Stanley
Morgan Stanley
New York
+$278M
4
TCI Fund Management
TCI Fund Management
United Kingdom
+$261M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$151M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$288M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$208M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$197M
4
State Street
State Street
Massachusetts
-$123M
5
AC
AKO Capital
United Kingdom
-$99.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ABLA
801
Alan B. Lancz & Associates
Ohio
$124K +$124K +400 New
FMLI
802
Fukoku Mutual Life Insurance
Japan
$117K – – –
MCM
803
Manchester Capital Management
Vermont
$115K – – –
C
804
Covestor
United Kingdom
$115K +$4.89K +18 +4%
AIM
805
Acropolis Investment Management
Missouri
$114K +$114K +420 New
HI
806
Harbour Investments
Wisconsin
$113K +$113K +414 New
SOW
807
State of Wyoming
Wyoming
$108K -$51K -187 -32%
FPA
808
First Pacific Advisors
California
$105K – – –
NR
809
Newfound Research
Massachusetts
$98K -$16.1K -59 -14%
CIA
810
Cascade Investment Advisors
Oregon
$95.2K – – –
BWM
811
BerganKDV Wealth Management
Minnesota
$95K – – –
SSG
812
Summit Securities Group
New York
$92K +$74K +271 +411%
JFA
813
JNBA Financial Advisors
Minnesota
$88K – – –
QC
814
Quent Capital
New York
$86K +$1.91K +7 +2%
LC
815
Lindbrook Capital
California
$84K +$9.48K +35 +13%
SC
816
SouthState Corp
Florida
$83K – – –
PTC
817
Private Trust Company
Ohio
$83K +$83K +304 New
SIC
818
Salem Investment Counselors
North Carolina
$82K – – –
YAL
819
Your Advocates Ltd
Texas
$82K – – –
GWM
820
Geneos Wealth Management
Colorado
$82K – – –
Parallax Volatility Advisers
821
Parallax Volatility Advisers
California
$79K +$6.79K +25 +9%
GCGDR
822
Geo Capital Gestora de Recursos
Brazil
$78K -$2.74K -10 -3%
TFS
823
TrustCore Financial Services
Tennessee
$78K – – –
HCP
824
Hexagon Capital Partners
Arkansas
$77K – – –
RMC
825
Resources Management Corp
Connecticut
$72K – – –
31 32
33
34 35