MCO icon

Moody's
MCO

Overview Fund Activity

911 hedge funds and large institutions have $50.6B invested in Moody's in 2021 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 312 increasing their positions, 319 reducing their positions, and 92 closing their positions.

Holders
911
Holders Change
-14
Holders Change %
-1.51%
% of All Funds
16.04%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.6%
New
84
Increased
312
Reduced
319
Closed
92
Calls
$90.8M
Puts
$107M
Net Calls
-$16.7M
Net Calls Change
-$20.7M

Top Buyers

1
VAM
1
Veritas Asset Management
United Kingdom
$719M
2
Flossbach Von Storch
2
Flossbach Von Storch
Germany
$415M
3
VFCM
3
Valley Forge Capital Management
Florida
$345M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$375M
5
State Street
5
State Street
Massachusetts
$2.14B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.19B
2
BlackRock
2
BlackRock
New York
$3.3B
3
GAM
3
GuardCap Asset Management
United Kingdom
$0
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$1.97B
5
Capital International Investors
5
Capital International Investors
California
$1.54B
Name Market Value Shares Shares
Change 		Shares
Change %
WPA
851
West Paces Advisors
Georgia
$22.4K 75 – –
RA
852
Resolute Advisors
California
$22K 75 +75 New
HH
853
HWG Holdings
Texas
$21K 69 -1,712 -96%
FAM
854
Fred Alger Management
New York
$21K 72 -114 -61%
CFA
855
Carroll Financial Associates
North Carolina
$21K 73 – –
COCM
856
Charter Oak Capital Management
New Hampshire
$21K 70 – –
MFT
857
Moisand Fitzgerald Tamayo
Florida
$20K 67 +66 +6,600%
AIG
858
American International Group
New York
$19.6K 65,516 -2,112 -3%
CAGAS
859
Capital Advisory Group Advisory Services
Minnesota
$19K 65 – –
WAS
860
Wesleyan Assurance Society
United Kingdom
$18K 60 – –
BWA
861
BDO Wealth Advisors
Florida
$18K 60 +51 +567%
IPW
862
IronBridge Private Wealth
Texas
$17K 56 – –
CIA
863
CSat Investment Advisory
Michigan
$17K 56 +8 +17%
VLKIM
864
Van Lanschot Kempen Investment Management
Netherlands
$17K 57 +57 New
WCM
865
Wealthcare Capital Management
Virginia
$17K 58 +58 New
SIAP
866
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$16K 54 +54 New
AP
867
Arlington Partners
Alabama
$15K 51 – –
APWM
868
Atlas Private Wealth Management
New York
$15K 51 – –
CP
869
Corbenic Partners
Pennsylvania
$15K 50 +50 New
ADL
870
Asset Dedication LLC
California
$14K 47 – –
EWA
871
Evolution Wealth Advisors
Florida
$14K 47 – –
OC
872
Oakworth Capital
Alabama
$13K 45 – –
SWA
873
Sutton Wealth Advisors
Florida
$11.6K 39 -5 -11%
GRP
874
Global Retirement Partners
California
$10K 32 +3 +10%
SWA
875
SOA Wealth Advisors
New York
$9K 33 -171 -84%
33 34
35
36 37