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Moody's
MCO

Overview Fund Activity

1,013 hedge funds and large institutions have $57B invested in Moody's in 2022 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 382 increasing their positions, 347 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,013
Holders Change
-35
Holders Change %
-3.34%
% of All Funds
16.03%
Holding in Top 10
34
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-19.05%
% of All Funds
0.54%
New
80
Increased
382
Reduced
347
Closed
107
Calls
$77.8M
Puts
$121M
Net Calls
-$43.5M
Net Calls Change
+$21.1M

Top Buyers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
+$293M
2
TCI Fund Management
TCI Fund Management
United Kingdom
+$244M
3
BlackRock
BlackRock
New York
+$187M
4
Principal Financial Group
Principal Financial Group
Iowa
+$185M
5
JIM
Jensen Investment Management
Oregon
+$173M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$810M
2
UBS AM
UBS AM
Illinois
-$192M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$179M
4
CP
Castleview Partners
Texas
-$123M
5
RCM
Rings Capital Management
Illinois
-$92.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WKSWA
826
White Knight Strategic Wealth Advisors
New Jersey
$240K +$3.38K +10 +1%
RTC
827
Riverview Trust Company
Washington
$239K +$37.5K +111 +19%
FFG
828
Fortem Financial Group
California
$238K -$1.94M -5,749 -89%
MAG
829
Mayfair Advisory Group
Alabama
$238K – – –
MLA
830
My Legacy Advisors
Oregon
$237K +$237K +702 New
PG
831
Pendal Group
Australia
$236K -$1.66M -4,911 -88%
OPS
832
Orion Portfolio Solutions
Nebraska
$236K +$31.4K +93 +15%
AG
833
Ascent Group
Virginia
$233K +$233K +692 New
GIA
834
Guyasuta Investment Advisors
Pennsylvania
$231K – – –
WP
835
WMS Partners
Maryland
$227K -$711K -2,108 -76%
ABC
836
Associated Banc-Corp
Wisconsin
$227K – – –
CSIC
837
Clifford Swan Investment Counsel
California
$227K – – –
FAT
838
First American Trust
California
$225K -$16.6K -49 -7%
LHC
839
Little House Capital
Massachusetts
$223K -$6.75K -20 -3%
FFA
840
First Foundation Advisors
California
$222K +$10.1K +30 +5%
PI
841
Putnam Investments
Massachusetts
$221K -$9.1K -27 -4%
TC
842
TAP Consulting
Missouri
$220K +$675 +2 +0.3%
SIA
843
Schechter Investment Advisors
Michigan
$220K +$18.2K +54 +9%
BSW
844
Buckingham Strategic Wealth
Missouri
$219K +$337 +1 +0.2%
WFI
845
West Family Investments
California
$217K -$18.9K -56 -8%
SC
846
Saybrook Capital
North Carolina
$217K – – –
DADC
847
D.A. Davidson & Co
Montana
$215K -$16.3K -48 -7%
SL
848
Summitry LLC
California
$214K – – –
FCA
849
FinTrust Capital Advisors
South Carolina
$214K – – –
TCBWMS
850
Texas Capital Bank Wealth Management Services
Texas
$214K +$214K +634 New
32 33
34
35 36