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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 %
Acadian Asset Management
851
Acadian Asset Management
Massachusetts
$61K +$61K +167 New
ACA
852
Atlas Capital Advisors
Wyoming
$60.2K +$3.62K +10 +6%
PCG
853
Private Capital Group
Connecticut
$59K – – –
BAM
854
Barrett Asset Management
New York
$58K – – –
SCM
855
Silvant Capital Management
Georgia
$57K – – –
GWS
856
Glassman Wealth Services
Virginia
$51K +$3.59K +10 +8%
MGIM
857
M&G Investment Management
United Kingdom
$43.5K +$43.5K +120,092 New
GAM
858
Gemmer Asset Management
California
$43K – – –
PGWM
859
Parisi Gray Wealth Management
New Jersey
$41K +$41K +113 New
CA
860
Capitolis Advisors
New York
$38K -$23.1M -63,858 -100%
VLKIM
861
Van Lanschot Kempen Investment Management
Netherlands
$38K +$17.6K +49 +86%
GWSG
862
GPS Wealth Strategies Group
Colorado
$37K – – –
TFIPS
863
Towarzystwo Funduszy Inwestycyjnych PZU SA
$36.2K +$36.2K +100 New
JCM
864
Jacobi Capital Management
Pennsylvania
$35K – – –
Nisa Investment Advisors
865
Nisa Investment Advisors
Missouri
$33.3K -$361 -997 -1%
Jones Financial Companies
866
Jones Financial Companies
Missouri
$33K – – –
KPCM
867
Kings Point Capital Management
New York
$33K – – –
SWM
868
Sugarloaf Wealth Management
Georgia
$32K – – –
Loomis, Sayles & Company
869
Loomis, Sayles & Company
Massachusetts
$32K +$1.08K +3 +3%
AWA
870
Arkadios Wealth Advisors
Georgia
$32K +$27.7K +78 +650%
FMII
871
Farmers & Merchants Investments Inc
Nebraska
$31K – – –
AssetMark Inc
872
AssetMark Inc
California
$28K -$5.89M -15,982 -100%
EFSCE
873
Enterprise Financial Services Corp (EFSC)
Missouri
$28K – – –
EARNEST Partners
874
EARNEST Partners
Georgia
$28K – – –
CFA
875
Carroll Financial Associates
North Carolina
$28K +$2.45K +7 +10%
33 34
35
36 37