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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 %
CFFP
826
Center for Financial Planning
Michigan
$55K +$6.36K +26 +13%
A
827
AustralianSuper
Australia
$54.7K +$28.4K +116,764 +108%
SIA
828
SkyView Investment Advisors
New Jersey
$54K -$2.69K -11 -5%
KFP
829
KB Financial Partners
New Jersey
$53K -$6.13K -25 -10%
EDRH
830
Edmond de Rothschild Holding
Switzerland
$49K – – –
SWM
831
Spire Wealth Management
Virginia
$48K -$5.82K -24 -11%
MRCM
832
M&R Capital Management
New Jersey
$48K – – –
CSPAM
833
Cary Street Partners Asset Management
Virginia
$47K +$47K +192 New
CWC
834
Carolinas Wealth Consulting
North Carolina
$42K – – –
JGIA
835
Jackson Grant Investment Advisers
Connecticut
$41K – – –
Group One Trading
836
Group One Trading
Illinois
$41K +$41K +169 New
ACA
837
Atlas Capital Advisors
Wyoming
$40.4K – – –
SC
838
Seldon Capital
California
$40K – – –
SCM
839
Silvant Capital Management
Georgia
$38K – – –
PGAM
840
Princeton Global Asset Management
New Jersey
$38K – – –
PI
841
PineBridge Investments
New York
$35K +$4.8K +20 +16%
JWA
842
JFS Wealth Advisors
Pennsylvania
$34K -$978 -4 -3%
BTI
843
Blue Trust Inc
Georgia
$34K +$810 +3 +2%
FMII
844
Farmers & Merchants Investments Inc
Nebraska
$31K +$4.57K +19 +17%
BWA
845
BDO Wealth Advisors
Florida
$31K +$16.2K +66 +110%
AP
846
Arlington Partners
Alabama
$30K – – –
BIA
847
Bell Investment Advisors
California
$30K +$1.97K +8 +7%
VCM
848
Vigilant Capital Management
Maine
$29K – – –
Loomis, Sayles & Company
849
Loomis, Sayles & Company
Massachusetts
$27K +$6.38K +26 +31%
CSB
850
City State Bank
Iowa
$26K – – –
32 33
34
35 36