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Moody's
MCO

Overview Fund Activity

927 hedge funds and large institutions have $40.7B invested in Moody's in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 328 increasing their positions, 348 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
927
Holders Change
-16
Holders Change %
-1.7%
% of All Funds
16.03%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.55%
New
80
Increased
328
Reduced
348
Closed
84
Calls
$83.9M
Puts
$74.8M
Net Calls
+$9.05M
Net Calls Change
-$7.81M

Top Buyers

1
WPL
WINDACRE PARTNERSHIP LLC
Texas
+$301M
2
VAM
Veritas Asset Management
United Kingdom
+$184M
3
Principal Financial Group
Principal Financial Group
Iowa
+$97.3M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$60.6M
5
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$54.5M

Top Sellers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$97.6M
2
Capital International Investors
Capital International Investors
California
-$96.8M
3
BlackRock
BlackRock
New York
-$82.7M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$79M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$63.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
801
JNBA Financial Advisors
Minnesota
$79K – – –
GCGDR
802
Geo Capital Gestora de Recursos
Brazil
$79K +$9.29K +38 +13%
LS
803
Livforsakringsbolaget Skandia
Sweden
$78K -$266K -1,100 -77%
Pacer Advisors
804
Pacer Advisors
Pennsylvania
$78K +$16K +66 +26%
NR
805
Newfound Research
Massachusetts
$77K -$10.7K -44 -12%
HCP
806
Hexagon Capital Partners
Arkansas
$76K +$7.09K +29 +10%
AF
807
Allworth Financial
California
$75K -$38.5K -158 -34%
SC
808
SouthState Corp
Florida
$74K – – –
SIC
809
Salem Investment Counselors
North Carolina
$74K – – –
YAL
810
Your Advocates Ltd
Texas
$73K – – –
GWM
811
Geneos Wealth Management
Colorado
$72K – – –
T
812
TOBAM
France
$71K -$128K -530 -64%
AWM
813
Atticus Wealth Management
Florida
$70K – – –
PFBT
814
Parkside Financial Bank & Trust
Missouri
$68K +$4.11K +17 +6%
RMC
815
Resources Management Corp
Connecticut
$65K – – –
BFEC
816
Benjamin F. Edwards & Company
Missouri
$64K – – –
KTC
817
Kistler-Tiffany Companies
Pennsylvania
$61K – – –
PTC
818
Private Trust Company
Ohio
$59K -$15.4K -63 -21%
Bank of Montreal
819
Bank of Montreal
Ontario, Canada
$58.7K +$4.1K +16,438 +8%
NSIM
820
North Star Investment Management
Illinois
$58K – – –
CMP
821
Coston McIsaac & Partners
Maine
$56K – – –
GWS
822
Glassman Wealth Services
Virginia
$56K +$2.66K +11 +5%
CFO
823
CVA Family Office
Colorado
$56K +$6.09K +25 +12%
CLOS
824
Compagnie Lombard Odier SCmA
Switzerland
$55K – – –
TFM
825
TFC Financial Management
Massachusetts
$55K – – –
31 32
33
34 35