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Moody's
MCO

Overview Fund Activity

927 hedge funds and large institutions have $40.7B invested in Moody's in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 328 increasing their positions, 348 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
927
Holders Change
-16
Holders Change %
-1.7%
% of All Funds
16.03%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.55%
New
80
Increased
328
Reduced
348
Closed
84
Calls
$83.9M
Puts
$74.8M
Net Calls
+$9.05M
Net Calls Change
-$7.81M

Top Buyers

1
WPL
WINDACRE PARTNERSHIP LLC
Texas
$301M
2
VAM
Veritas Asset Management
United Kingdom
$318M
3
Principal Financial Group
Principal Financial Group
Iowa
$725M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$765M
5
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$76.9M

Top Sellers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$1.23B
2
Capital International Investors
Capital International Investors
California
$376M
3
BlackRock
BlackRock
New York
$3.05B
4
AllianceBernstein
AllianceBernstein
Tennessee
$114M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$37.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
901
Abound Wealth Management
Tennessee
$2.19K +$2.19K +9 New
MCC
902
Money Concepts Capital
Florida
$2K -$9.11K -41 -82%
JFGIW
903
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K -$8.89K -40 -82%
FEG
904
Financial Enhancement Group
Indiana
$2K – – –
CYG
905
Clean Yield Group
Vermont
$2K – – –
APC
906
Aspire Private Capital
North Carolina
$2K – – –
M
907
MOTCO
Texas
$2K +$2K +9 New
BA
908
Bellwether Advisors
Nebraska
$2K +$2K +12 New
FSWA
909
Financial Synergies Wealth Advisors
Texas
$1.46K – – –
HWP
910
Highline Wealth Partners
California
$1.46K +$1.46K +6 New
GFPC
911
Global Financial Private Client
Florida
$1K – – –
PI
912
PEAK6 Investments
Illinois
$1K -$383K -1,150 -100%
TAIM
913
TD Ameritrade Investment Management
Nebraska
$1K -$95.2K -571 -99%
GI
914
Gradient Investments
Minnesota
$1K – – –
CCA
915
Column Capital Advisors
Indiana
$1K – – –
CTB
916
Country Trust Bank
Illinois
$1K – – –
HFM
917
Harvest Fund Management
China
$1K – – –
AWM
918
Avior Wealth Management
Nebraska
$1K – – –
S
919
Surevest
California
$1K – – –
WWM
920
Wolff Wiese Magana
California
$1K +$667 +2 +200%
PA
921
PSI Advisors
Florida
$1K +$1K +3 New
SIC
922
SJS Investment Consulting
Ohio
$1K +$1K +4 New
SCA
923
Stonebridge Capital Advisors
Minnesota
$1K +$1K +5 New
TPI
924
Tesco Pension Investment
United Kingdom
– -$38.3M -140,890 Closed
MSRPS
925
Maryland State Retirement & Pension System
Maryland
– -$3.35M -12,311 Closed
35 36
37
38 39