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Moody's
MCO

Overview Fund Activity

910 hedge funds and large institutions have $50.6B invested in Moody's in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 312 increasing their positions, 319 reducing their positions, and 92 closing their positions.

Holders
910
Holders Change
-15
Holders Change %
-1.62%
% of All Funds
16.03%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.6%
New
83
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 %
DT
951
Diversified Trust
Tennessee
– – -1,975 Closed
GTCM
952
Gyon Technologies Capital Management
New Jersey
– – -1,974 Closed
AF
953
Alerus Financial
North Dakota
– – -1,820 Closed
RIA
954
Regal Investment Advisors
Michigan
– – -1,816 Closed
HW
955
Hancock Whitney
Mississippi
– – -1,630 Closed
CC
956
Cadinha & Co
Hawaii
– – -1,400 Closed
PNC
957
Park National Corp
Ohio
– – -1,337 Closed
ARMT
958
Amica Retiree Medical Trust
Rhode Island
– – -1,262 Closed
KFA
959
Krane Funds Advisors
New York
– – -1,235 Closed
WFC
960
Western Financial Corp
California
– – -1,213 Closed
PFA
961
Professional Financial Advisors
Nebraska
– – -1,207 Closed
KJHP
962
K.J. Harrison & Partners
Ontario, Canada
– – -1,203 Closed
EGM
963
Engineers Gate Manager
New York
– – -1,200 Closed
VM
964
Venator Management
Pennsylvania
– – -1,200 Closed
NIM
965
NuWave Investment Management
New Jersey
– – -1,168 Closed
PTC
966
Private Trust Company
Ohio
– – -1,151 Closed
PF
967
Phoenix Financial
Israel
– – -1,076 Closed
JCM
968
JS Capital Management
New York
– – -1,000 Closed
FMWA
969
Forvis Mazars Wealth Advisors
Missouri
– – -912 Closed
GLA
970
Great Lakes Advisors
Illinois
– – -885 Closed
UCFA
971
United Capital Financial Advisors
Texas
– – -796 Closed
TFA
972
Teamwork Financial Advisors
Texas
– – -791 Closed
EWM
973
EPG Wealth Management
Georgia
– – -765 Closed
WA
974
WESPAC Advisors
California
– – -723 Closed
Parallax Volatility Advisers
975
Parallax Volatility Advisers
California
– – -600 Closed
37 38
39
40 41