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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 %
CFA
951
Carroll Financial Associates
North Carolina
$75K +$3.19K +8 +4%
PFBT
952
Parkside Financial Bank & Trust
Missouri
$72K +$1.16K +3 +2%
BAM
953
Barrett Asset Management
New York
$70K +$7.08K +18 +11%
C
954
Covestor
United Kingdom
$70K +$70K +179 New
NFG
955
Next Financial Group
Texas
$69K +$30.2K +77 +78%
JGIA
956
Jackson Grant Investment Advisers
Connecticut
$66K – – –
A
957
AustralianSuper
Australia
$65.9K +$20.9K +54,005 +46%
PCG
958
Private Capital Group
Connecticut
$65K +$1.56K +4 +2%
SC
959
Seldon Capital
California
$65K +$65K +166 New
ACA
960
Atlas Capital Advisors
Wyoming
$64.8K – – –
MC
961
Maverick Capital
Texas
$64K -$22.1K -57 -26%
SCM
962
Silvant Capital Management
Georgia
$61K – – –
FAG
963
Fortitude Advisory Group
Washington
$61K +$61K +156 New
CWC
964
Carolinas Wealth Consulting
North Carolina
$58K +$5.1K +13 +10%
BIA
965
Bell Investment Advisors
California
$54K +$4.66K +12 +9%
EWA
966
EverSource Wealth Advisors
Alabama
$51K +$51K +133 New
AP
967
Arlington Partners
Alabama
$48K +$48K +123 New
GAM
968
Gemmer Asset Management
California
$47K – – –
CWS
969
Confluence Wealth Services
Pennsylvania
$45K +$45K +117 New
CSB
970
City State Bank
Iowa
$41K +$41K +106 New
GWSG
971
GPS Wealth Strategies Group
Colorado
$40K – – –
TCWA
972
Ten Capital Wealth Advisors
Washington
$39K +$39K +100 New
KPCM
973
Kings Point Capital Management
New York
$36K – – –
SWM
974
Sugarloaf Wealth Management
Georgia
$34K – – –
FMII
975
Farmers & Merchants Investments Inc
Nebraska
$33K -$54K -139 -62%
37 38
39
40 41