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Moody's
MCO

Overview Fund Activity

957 hedge funds and large institutions have $52B invested in Moody's in 2023 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 337 increasing their positions, 339 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
957
Holders Change
–
Holders Change %
0%
% of All Funds
15.32%
Holding in Top 10
41
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.89%
% of All Funds
0.66%
New
88
Increased
337
Reduced
339
Closed
69
Calls
$221M
Puts
$118M
Net Calls
+$104M
Net Calls Change
+$156M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$363M
2
TCI Fund Management
TCI Fund Management
United Kingdom
+$354M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$293M
4
PAM
PineStone Asset Management
Quebec, Canada
+$267M
5
SP
Sarasin & Partners
United Kingdom
+$182M

Top Sellers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
-$391M
2
Capital International Investors
Capital International Investors
California
-$352M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$339M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$263M
5
First Trust Advisors
First Trust Advisors
Illinois
-$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGAM
876
Princeton Global Asset Management
New Jersey
$47.1K – – –
ACA
877
Atlas Capital Advisors
Wyoming
$45.3K +$19K +62 +72%
BIA
878
Bell Investment Advisors
California
$41.6K – – –
FMII
879
Farmers & Merchants Investments Inc
Nebraska
$39.5K – – –
SOW
880
State of Wyoming
Wyoming
$33.7K +$33.7K +110 New
PCM
881
Pointe Capital Management
Michigan
$32.7K +$32.7K +107 New
CSB
882
City State Bank
Iowa
$32K – – –
CWM
883
Compass Wealth Management
Connecticut
$31.2K – – –
GWM
884
Geneos Wealth Management
Colorado
$30.6K -$30.6K -100 -50%
AA
885
Ancora Advisors
Ohio
$30.6K +$30K +98 +4,900%
SIS
886
Strategic Investment Solutions
Illinois
$30.6K +$30.6K +100 New
SWM
887
Sugarloaf Wealth Management
Georgia
$26.6K – – –
CAC
888
Core Alternative Capital
Georgia
$26K +$1.84K +6 +8%
C
889
Covestor
United Kingdom
$25K -$3.66K -12 -13%
OAJ
890
Ogorek Anthony Joseph
New York
$25K – – –
Jones Financial Companies
891
Jones Financial Companies
Missouri
$24.8K -$5.2K -17 -17%
MCM
892
MV Capital Management
Maryland
$24.8K +$6.43K +21 +35%
Twin Tree Management
893
Twin Tree Management
Texas
$24.2K +$24.2K +79 New
EARNEST Partners
894
EARNEST Partners
Georgia
$23.9K – – –
WPA
895
West Paces Advisors
Georgia
$23K – – –
AF
896
Advisornet Financial
Minnesota
$23K +$3.67K +12 +19%
HH
897
HWG Holdings
Texas
$21.1K – – –
SS
898
Sunbelt Securities
Texas
$20.8K +$20.8K +69 New
JWA
899
JFS Wealth Advisors
Pennsylvania
$19.9K -$18.1K -59 -48%
WP
900
WealthPLAN Partners
Nebraska
$19.3K +$19.3K +63 New
34 35
36
37 38