MCO icon

Moody's
MCO

Overview Fund Activity

1,013 hedge funds and large institutions have $57B invested in Moody's in 2022 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 382 increasing their positions, 347 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,013
Holders Change
-35
Holders Change %
-3.34%
% of All Funds
16.03%
Holding in Top 10
34
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-19.05%
% of All Funds
0.54%
New
80
Increased
382
Reduced
347
Closed
107
Calls
$77.8M
Puts
$121M
Net Calls
-$43.5M
Net Calls Change
+$21.1M

Top Buyers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
+$293M
2
TCI Fund Management
TCI Fund Management
United Kingdom
+$244M
3
BlackRock
BlackRock
New York
+$187M
4
Principal Financial Group
Principal Financial Group
Iowa
+$185M
5
JIM
Jensen Investment Management
Oregon
+$173M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$810M
2
UBS AM
UBS AM
Illinois
-$192M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$179M
4
CP
Castleview Partners
Texas
-$123M
5
RCM
Rings Capital Management
Illinois
-$92.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAGAS
951
Capital Advisory Group Advisory Services
Minnesota
$22K +$22K +65 New
SSG
952
Summit Securities Group
New York
$22K +$22K +66 New
CAC
953
Core Alternative Capital
Georgia
$21K +$17.2K +50 +455%
WAS
954
Wesleyan Assurance Society
United Kingdom
$20K – – –
BWA
955
BDO Wealth Advisors
Florida
$20K – – –
SAM
956
Strategic Asset Management
Minnesota
$20K +$20K +59 New
Loomis, Sayles & Company
957
Loomis, Sayles & Company
Massachusetts
$19K -$7.46K -22 -28%
SWA
958
Sutton Wealth Advisors
Florida
$17.9K +$4.05K +12 +29%
A
959
AustralianSuper
Australia
$17.4K -$40.1K -118,952 -70%
AF
960
Advisornet Financial
Minnesota
$17K +$4.67K +14 +38%
ADL
961
Asset Dedication LLC
California
$16K – – –
GRP
962
Global Retirement Partners
California
$16K +$16K +56 New
SIAP
963
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$15K -$3.84K -11 -20%
OC
964
Oakworth Capital
Alabama
$15K – – –
CP
965
Corbenic Partners
Pennsylvania
$13K – – –
FMP
966
Financial Management Professionals
Texas
$13K +$684 +2 +6%
CT
967
Cambridge Trust
Massachusetts
$12K – – –
WT
968
Washington Trust
Rhode Island
$12K +$343 +1 +3%
EL
969
EMFO LLC
Florida
$11K – – –
HI
970
Hudock Inc
Pennsylvania
$11K – – –
LCM
971
Logan Capital Management
Pennsylvania
$11K +$3.56K +11 +48%
RIM
972
Rockbridge Investment Management
New York
$10.2K -$57.9K -170 -85%
SWA
973
SOA Wealth Advisors
New York
$10K – – –
HIA
974
Harbor Investment Advisory
Maryland
$10K +$8.39K +26 +520%
AA
975
Ancora Advisors
Ohio
$8K -$1K -3 -11%
37 38
39
40 41