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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 %
HFM
826
Harvest Fund Management
China
$102K +$18.5K +51 +22%
NR
827
Newfound Research
Massachusetts
$98K +$16K +44 +19%
KFP
828
KB Financial Partners
New Jersey
$97K -$77.2K -214 -44%
RMC
829
Resources Management Corp
Connecticut
$96K – – –
LAS
830
Lloyd Advisory Services
Georgia
$96K +$27.5K +76 +40%
DMBA
831
Deseret Mutual Benefit Administrators
Utah
$95K +$95K +261 New
KTC
832
Kistler-Tiffany Companies
Pennsylvania
$91K +$91K +250 New
BBHC
833
Brown Brothers Harriman & Co
New York
$90.4K -$9 -25 -0%
TFM
834
TFC Financial Management
Massachusetts
$88K – – –
NSIM
835
North Star Investment Management
Illinois
$87K – – –
PCH
836
PGIM Custom Harvest
New Jersey
$85K – – –
MUMSS
837
Mitsubishi UFJ Morgan Stanley Securities
Japan
$83K +$83K +230 New
SWM
838
Spire Wealth Management
Virginia
$82K -$149K -412 -64%
CLOS
839
Compagnie Lombard Odier SCmA
Switzerland
$82K +$82K +225 New
HIA
840
Harbor Investment Advisory
Maryland
$74K – – –
CFFP
841
Center for Financial Planning
Michigan
$72K -$18.5K -51 -20%
BFEC
842
Benjamin F. Edwards & Company
Missouri
$72K – – –
BFC
843
Bedel Financial Consulting
Indiana
$72K – – –
MRCM
844
M&R Capital Management
New Jersey
$72K – – –
RIM
845
Rockbridge Investment Management
New York
$72K +$7.2K +20 +11%
PA
846
Perennial Advisors
New York
$69K -$20K -55 -22%
PWMG
847
Prestige Wealth Management Group
New Jersey
$69K +$62.1K +171 +900%
PFBT
848
Parkside Financial Bank & Trust
Missouri
$65K +$5.06K +14 +8%
CWC
849
Carolinas Wealth Consulting
North Carolina
$62K -$21.3K -59 -26%
JGIA
850
Jackson Grant Investment Advisers
Connecticut
$61K – – –
32 33
34
35 36