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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
$331M
2
First Trust Advisors
First Trust Advisors
Illinois
$189M
3
Geode Capital Management
Geode Capital Management
Massachusetts
$946M
4
Goldman Sachs
Goldman Sachs
New York
$431M
5
Capital International Investors
Capital International Investors
California
$1.95B

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
$0
2
Principal Financial Group
Principal Financial Group
Iowa
$412M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
$316M
4
Harris Associates
Harris Associates
Illinois
$465M
5
Allianz Asset Management
Allianz Asset Management
Germany
$55M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPA
876
West Paces Advisors
Georgia
$27.2K – – –
RA
877
Resolute Advisors
California
$27K – – –
HH
878
HWG Holdings
Texas
$25K – – –
COCM
879
Charter Oak Capital Management
New Hampshire
$25K – – –
CAGAS
880
Capital Advisory Group Advisory Services
Minnesota
$24K – – –
AIG
881
American International Group
New York
$23K -$702 -1,938 -3%
WAS
882
Wesleyan Assurance Society
United Kingdom
$22K – – –
BWA
883
BDO Wealth Advisors
Florida
$22K – – –
SIAP
884
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$20K – – –
IPW
885
IronBridge Private Wealth
Texas
$20K – – –
IUHSA
886
Itau Unibanco Holding S.A.
Brazil
$20K +$20K +55 New
FHA
887
First Horizon Advisors
Tennessee
$18K -$33.2K -96 -65%
CP
888
Corbenic Partners
Pennsylvania
$18K – – –
EWA
889
Evolution Wealth Advisors
Florida
$17K – – –
ADL
890
Asset Dedication LLC
California
$17K – – –
OC
891
Oakworth Capital
Alabama
$16K – – –
GRP
892
Global Retirement Partners
California
$16K +$4.62K +13 +41%
SWA
893
Sutton Wealth Advisors
Florida
$14.1K – – –
FGAM
894
Financial Gravity Asset Management
Texas
$14K – – –
EBA
895
Eagle Bay Advisors
New York
$14K +$14K +36 New
H
896
Hexavest
Quebec, Canada
$13K -$1.48M -4,218 -99%
FMP
897
Financial Management Professionals
Texas
$13K +$1.81K +5 +16%
EL
898
EMFO LLC
Florida
$12K +$12K +34 New
HI
899
Hudock Inc
Pennsylvania
$11K – – –
SWA
900
SOA Wealth Advisors
New York
$11K – – –
34 35
36
37 38