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Moody's
MCO

Overview Fund Activity

911 hedge funds and large institutions have $50.6B invested in Moody's in 2021 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 312 increasing their positions, 319 reducing their positions, and 92 closing their positions.

Holders
911
Holders Change
-14
Holders Change %
-1.51%
% of All Funds
16.04%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.6%
New
84
Increased
312
Reduced
319
Closed
92
Calls
$90.8M
Puts
$107M
Net Calls
-$16.7M
Net Calls Change
-$20.7M

Top Buyers

1
VAM
1
Veritas Asset Management
United Kingdom
$719M
2
Flossbach Von Storch
2
Flossbach Von Storch
Germany
$415M
3
VFCM
3
Valley Forge Capital Management
Florida
$345M
4
BAIA
4
Bel Air Investment Advisors
California
$106M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$375M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.19B
2
BlackRock
2
BlackRock
New York
$3.3B
3
GAM
3
GuardCap Asset Management
United Kingdom
$0
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$1.97B
5
Capital International Investors
5
Capital International Investors
California
$1.54B
Name Market Value Shares Shares
Change 		Shares
Change %
CCA
901
Column Capital Advisors
Indiana
$2K 6 – –
MCM
902
MV Capital Management
Maryland
$2K 6 +6 New
GFPC
903
Global Financial Private Client
Florida
$1.23K 4 – –
SFO
904
Standard Family Office
South Dakota
$1K 4 -4 -50%
SL
905
Savior LLC
Massachusetts
$1K 4 – –
BAM
906
Bellevue Asset Management
Washington
$1K 4 – –
AWM
907
Avior Wealth Management
Nebraska
$1K 6 – –
CWP
908
Concord Wealth Partners
Virginia
$1K 3 +3 New
SC
909
Solstein Capital
California
$1K 3 +3 New
MIH
910
Meitav Investment House
Israel
$709 2,380 +275 +13%
SWM
911
Sugarloaf Wealth Management
Georgia
$26 87 -4 -4%
FGAM
912
Financial Gravity Asset Management
Texas
$12 39 +2 +5%
GAM
913
GuardCap Asset Management
United Kingdom
– – -383,765 Closed
AAM
914
Anglepoint Asset Management
Cayman Islands
– – -186,397 Closed
JCM
915
Junto Capital Management
New York
– – -135,178 Closed
SGM
916
Skye Global Management
Florida
– – -98,000 Closed
MWA
917
Marshall Wace Asia
Hong Kong
– – -91,608 Closed
Artisan Partners
918
Artisan Partners
Wisconsin
– – -75,255 Closed
SI
919
Scout Investments
Missouri
– – -36,410 Closed
TA
920
TRB Advisors
New York
– – -35,000 Closed
MWNA
921
Marshall Wace North America
New York
– – -31,586 Closed
First Trust Advisors
922
First Trust Advisors
Illinois
– – -30,292 Closed
Marshall Wace
923
Marshall Wace
United Kingdom
– – -28,142 Closed
AP
924
Archon Partners
New Jersey
– – -25,000 Closed
MSA
925
Mason Street Advisors
Wisconsin
– – -22,280 Closed
35 36
37
38 39