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Moody's
MCO

Overview Fund Activity

963 hedge funds and large institutions have $59.8B invested in Moody's in 2021 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 333 increasing their positions, 311 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
963
Holders Change
+32
Holders Change %
+3.44%
% of All Funds
16.91%
Holding in Top 10
35
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.89%
% of All Funds
0.61%
New
98
Increased
333
Reduced
311
Closed
50
Calls
$294M
Puts
$205M
Net Calls
+$88.4M
Net Calls Change
+$177M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.53B
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
$1.1B
3
HighTower Advisors
HighTower Advisors
Illinois
$91.5M
4
Barclays
Barclays
United Kingdom
$225M
5
BlackRock
BlackRock
New York
$3.97B

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
$534M
2
CBT
Capital Bank & Trust
California
$0
3
MA
Marshfield Associates
District of Columbia
$111M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$682M
5
NIPH
NN Investment Partners Holdings
Netherlands
$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
951
Gradient Investments
Minnesota
$2K – – –
CCA
952
Column Capital Advisors
Indiana
$2K – – –
AWM
953
Avior Wealth Management
Nebraska
$2K – – –
ONST
954
Old North State Trust
North Carolina
$2K – – –
VCM
955
Vigilant Capital Management
Maine
$2K +$2K +6 New
GFPC
956
Global Financial Private Client
Florida
$1.44K – – –
BAM
957
Bellevue Asset Management
Washington
$1K -$333 -1 -25%
BU
958
BBVA USA
Alabama
$1K – – –
CWP
959
Concord Wealth Partners
Virginia
$1K – – –
GKWIM
960
Gerber Kawasaki Wealth & Investment Management
California
$1K +$1K +1 New
CPWM
961
Cypress Point Wealth Management
Texas
$1K +$1K +2 New
PA
962
PSI Advisors
Florida
$1K +$1K +3 New
CTB
963
Country Trust Bank
Illinois
$1K +$1K +3 New
BA
964
Bellwether Advisors
Nebraska
$1K +$1K +4 New
CBT
965
Capital Bank & Trust
California
– -$119M -329,215 Closed
OCM
966
Oribel Capital Management
New York
– -$6.27M -17,300 Closed
TF
967
TIAA FSB
Florida
– -$3.75M -10,348 Closed
DCP
968
Distillate Capital Partners
Illinois
– -$3.46M -9,560 Closed
PP
969
Paloma Partners
Connecticut
– -$3.4M -9,370 Closed
AF
970
Advisornet Financial
Minnesota
– -$3.25M -8,962 Closed
PG
971
Pendal Group
Australia
– -$2.68M -7,394 Closed
MME
972
Meag Munich Ergo
Germany
– -$2.62M -7,239 Closed
E
973
Ergoteles
New York
– -$1.51M -4,170 Closed
BFM
974
Boothbay Fund Management
New York
– -$1.45M -4,000 Closed
B
975
BP
United Kingdom
– -$1.43M -3,939 Closed
37 38
39
40 41