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Moody's
MCO

Overview Fund Activity

1,048 hedge funds and large institutions have $65.7B invested in Moody's in 2021 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 386 increasing their positions, 297 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,048
Holders Change
+85
Holders Change %
+8.83%
% of All Funds
16.19%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.65%
New
158
Increased
386
Reduced
297
Closed
59
Calls
$74.1M
Puts
$139M
Net Calls
-$64.6M
Net Calls Change
-$153M

Top Buyers

1
BlackRock
BlackRock
New York
+$252M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$241M
3
CAM
Close Asset Management
United Kingdom
+$148M
4
MAMU
Marathon Asset Management (UK)
United Kingdom
+$90.1M
5
State Street
State Street
Massachusetts
+$86.7M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$367M
2
WPL
WINDACRE PARTNERSHIP LLC
Texas
-$308M
3
Harris Associates
Harris Associates
Illinois
-$165M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$152M
5
AC
AKO Capital
United Kingdom
-$91.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HHGA
876
Halbert Hargrove Global Advisors
California
$212K +$212K +543 New
GBT
877
Grove Bank & Trust
Florida
$212K +$212K +544 New
RRC
878
Relaxing Retirement Coach
Massachusetts
$212K +$212K +544 New
WG
879
Winton Group
United Kingdom
$211K -$128K -329 -38%
CWM
880
Chesapeake Wealth Management
Virginia
$211K +$211K +541 New
RPWA
881
Regent Peak Wealth Advisors
Georgia
$210K +$210K +537 New
PVH
882
Psagot Value Holdings
Israel
$209K +$209K +534 New
EP
883
Edgestream Partners
New Jersey
$206K -$115K -295 -36%
FPS
884
Fieldpoint Private Securities
Connecticut
$206K – – –
EI
885
Ellevest Inc
New York
$206K +$29.4K +75 +17%
RIM
886
Reliant Investment Management
Tennessee
$206K +$206K +528 New
BCP
887
Blackhawk Capital Partners
Wisconsin
$206K +$206K +528 New
PFA
888
Pathway Financial Advisors
Vermont
$206K +$206K +600 New
HR
889
Howe & Rusling
New York
$205K -$70.2K -180 -25%
CAM
890
Claret Asset Management
Quebec, Canada
$205K +$205K +525 New
BB
891
Busey Bank
Illinois
$205K +$205K +526 New
KIA
892
KCM Investment Advisors
California
$205K +$205K +526 New
LA
893
LVW Advisors
New York
$204K -$19.1K -49 -9%
HW
894
Hancock Whitney
Mississippi
$203K +$203K +520 New
DGAM
895
Desjardins Global Asset Management
Quebec, Canada
$202K +$202K +518 New
FIM
896
Fruth Investment Management
Texas
$201K +$201K +516 New
LWAC
897
Laurel Wealth Advisors (California)
California
$200K +$200K +511 New
HFM
898
Harvest Fund Management
China
$198K +$30.8K +79 +18%
KSWA
899
Kathleen S. Wright Associates
Pennsylvania
$195K +$195K +500 New
MPWT
900
MassMutual Private Wealth & Trust
Connecticut
$191K -$160K -410 -46%
34 35
36
37 38