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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 %
MCM
901
MV Capital Management
Maryland
$11K +$8.8K +24 +400%
LB
902
Legacy Bridge
Iowa
$9K – – –
VCM
903
Versant Capital Management
Arizona
$9K +$346 +1 +4%
SGAM
904
Smith Group Asset Management
Texas
$8K -$1.52K -4 -16%
TJHA
905
Thomas J. Herzfeld Advisors
Florida
$8K +$2.29K +6 +40%
EBSAM
906
Eubel Brady & Suttman Asset Management
Ohio
$8K +$8K +28 New
TFS
907
TrustCore Financial Services
Tennessee
$7K +$7K +20 New
CA
908
Crewe Advisors
Utah
$6K – – –
NFG
909
Next Financial Group
Texas
$6K +$3.16K +10 +111%
RDWM
910
Red Door Wealth Management
Tennessee
$6K +$6K +18 New
TFO
911
Tarbox Family Office
California
$5K -$333 -1 -6%
FI
912
FormulaFolio Investments
Michigan
$5K – – –
LFG
913
Larson Financial Group
Missouri
$4K – – –
CYG
914
Clean Yield Group
Vermont
$4K +$4K +10 New
PWS
915
Paragon Wealth Strategies
Florida
$4K +$4K +12 New
LWA
916
Lenox Wealth Advisors
New York
$3K – – –
APC
917
Aspire Private Capital
North Carolina
$3K – – –
PO
918
Private Ocean
California
$3K – – –
TLFA
919
True Link Financial Advisors
California
$3K +$3K +8 New
PI
920
PEAK6 Investments
Illinois
$2K -$540K -1,349 -100%
GI
921
Gradient Investments
Minnesota
$2K – – –
ONST
922
Old North State Trust
North Carolina
$2K – – –
CCA
923
Column Capital Advisors
Indiana
$2K – – –
AWM
924
Avior Wealth Management
Nebraska
$2K – – –
GFPC
925
Global Financial Private Client
Florida
$1.46K – – –
35 36
37
38 39