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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 %
ZCA
851
Zeke Capital Advisors
Pennsylvania
$214K +$214K +636 New
TAM
852
Tocqueville Asset Management
New York
$213K -$33.8K -100 -14%
RMDI
853
R.M. Davis Inc
Maine
$213K +$213K +630 New
MOS
854
MGO One Seven
Ohio
$212K -$102K -302 -33%
DT
855
Diversified Trust
Tennessee
$210K -$246K -728 -54%
HWA
856
HCR Wealth Advisors
California
$206K – – –
EE
857
EWG Elevate
California
$203K – – –
LSA
858
Lion Street Advisors
Texas
$203K – – –
ECM
859
Estabrook Capital Management
New York
$202K – – –
CA
860
Cullinan Associates
Kentucky
$202K – – –
MCM
861
Monarch Capital Management
Indiana
$202K – – –
PFA
862
Pathway Financial Advisors
Vermont
$202K – – –
FNBTCON
863
First National Bank & Trust Co of Newtown
Pennsylvania
$202K – – –
ECM
864
EagleClaw Capital Management
Massachusetts
$202K – – –
BHBT
865
Burke & Herbert Bank & Trust
Virginia
$202K – – –
SOW
866
State of Wyoming
Wyoming
$196K -$36.6K -109 -16%
EI
867
Ellevest Inc
New York
$196K +$18.2K +54 +10%
MPWT
868
MassMutual Private Wealth & Trust
Connecticut
$192K +$27K +80 +16%
CAL
869
Capital Advisors Ltd
Ohio
$192K +$81.8K +242 +74%
PVH
870
Psagot Value Holdings
Israel
$180K – – –
FPS
871
Fieldpoint Private Securities
Connecticut
$178K – – –
IFS
872
Intelligent Financial Strategies
Minnesota
$178K +$178K +528 New
HR
873
Howe & Rusling
New York
$177K – – –
LAS
874
Lloyd Advisory Services
Georgia
$173K +$14.2K +42 +9%
TWA
875
TCI Wealth Advisors
Arizona
$165K +$60.8K +181 +58%
33 34
35
36 37