MCO icon

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 %
Manulife (Manufacturers Life Insurance)
926
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$111K -$27.3K -69,900 -20%
HCP
927
Hexagon Capital Partners
Arkansas
$110K – – –
RMC
928
Resources Management Corp
Connecticut
$104K – – –
BFEC
929
Benjamin F. Edwards & Company
Missouri
$103K +$24.7K +63 +32%
CA
930
CoreCap Advisors
Michigan
$103K +$103K +264 New
PPWM
931
PFG Private Wealth Management
Florida
$102K +$10.9K +28 +12%
JWA
932
JFS Wealth Advisors
Pennsylvania
$101K -$2.35K -6 -2%
NR
933
Newfound Research
Massachusetts
$101K +$16.4K +42 +19%
TPCW
934
TD Private Client Wealth
New York
$98K -$24.2K -62 -20%
KTC
935
Kistler-Tiffany Companies
Pennsylvania
$98K – – –
PWMG
936
Prestige Wealth Management Group
New Jersey
$98K +$7K +18 +8%
BBHC
937
Brown Brothers Harriman & Co
New York
$97.6K -$33 -84 -0%
NSIM
938
North Star Investment Management
Illinois
$94K – – –
KFS
939
Kelly Financial Services
Massachusetts
$93.2K +$32K +82 +52%
QC
940
Quent Capital
New York
$92K +$92K +234 New
TFM
941
TFC Financial Management
Massachusetts
$89K -$5.86K -15 -6%
FHA
942
First Horizon Advisors
Tennessee
$88K -$225K -582 -72%
CLOS
943
Compagnie Lombard Odier SCmA
Switzerland
$88K – – –
KFP
944
KB Financial Partners
New Jersey
$85K +$85K +217 New
BFC
945
Bedel Financial Consulting
Indiana
$79K +$1.17K +3 +2%
RIM
946
Rockbridge Investment Management
New York
$78K – – –
MRCM
947
M&R Capital Management
New Jersey
$78K – – –
EDRH
948
Edmond de Rothschild Holding
Switzerland
$78K – – –
CFFP
949
Center for Financial Planning
Michigan
$78K – – –
GWS
950
Glassman Wealth Services
Virginia
$78K +$15.7K +40 +25%
36 37
38
39 40