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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
$4.62B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.93B
3
CAM
Close Asset Management
United Kingdom
$148M
4
MAMU
Marathon Asset Management (UK)
United Kingdom
$90.1M
5
State Street
State Street
Massachusetts
$2.9B

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
$220M
2
WPL
WINDACRE PARTNERSHIP LLC
Texas
$0
3
Harris Associates
Harris Associates
Illinois
$253M
4
AllianceBernstein
AllianceBernstein
Tennessee
$346M
5
AC
AKO Capital
United Kingdom
$280M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMLI
901
Fukoku Mutual Life Insurance
Japan
$191K +$7.8K +20 +4%
LAS
902
Lloyd Advisory Services
Georgia
$184K +$12.9K +33 +8%
CCM
903
Covington Capital Management
California
$167K – – –
MCM
904
Manchester Capital Management
Vermont
$167K – – –
HI
905
Harbour Investments
Wisconsin
$160K -$175K -447 -52%
ED
906
Exane Derivatives
France
$154K +$154K +393 New
FPA
907
First Pacific Advisors
California
$150K – – –
JFA
908
JNBA Financial Advisors
Minnesota
$140K -$54K -138 -28%
AF
909
Allworth Financial
California
$138K +$19.9K +51 +17%
BWM
910
BerganKDV Wealth Management
Minnesota
$137K – – –
CIA
911
Cascade Investment Advisors
Oregon
$137K – – –
FAM
912
Fred Alger Management
New York
$128K +$77.7K +199 +154%
CAL
913
Capital Advisors Ltd
Ohio
$127K +$89.2K +229 +236%
LC
914
Lindbrook Capital
California
$121K -$3.13K -8 -3%
TWA
915
TCI Wealth Advisors
Arizona
$121K +$2.34K +6 +2%
SC
916
SouthState Corp
Florida
$121K +$2.33K +6 +2%
SIC
917
Salem Investment Counselors
North Carolina
$118K – – –
YAL
918
Your Advocates Ltd
Texas
$117K – – –
USGIU
919
U.S. Global Investors (USGI)
Texas
$117K – – –
GWM
920
Geneos Wealth Management
Colorado
$117K – – –
ACM
921
Aquatic Capital Management
Illinois
$117K +$117K +300 New
CF
922
Centaurus Financial
California
$116K -$29.8K -76 -20%
GCGDR
923
Geo Capital Gestora de Recursos
Brazil
$115K -$1.1M -2,826 -91%
CFO
924
CVA Family Office
Colorado
$115K +$115K +295 New
TFS
925
TrustCore Financial Services
Tennessee
$112K – – –
35 36
37
38 39