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Moody's
MCO

Overview Fund Activity

927 hedge funds and large institutions have $40.7B invested in Moody's in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 328 increasing their positions, 348 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
927
Holders Change
-16
Holders Change %
-1.7%
% of All Funds
16.03%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.55%
New
80
Increased
328
Reduced
348
Closed
84
Calls
$83.9M
Puts
$74.8M
Net Calls
+$9.05M
Net Calls Change
-$7.81M

Top Buyers

1
WPL
WINDACRE PARTNERSHIP LLC
Texas
$301M
2
VAM
Veritas Asset Management
United Kingdom
$318M
3
Principal Financial Group
Principal Financial Group
Iowa
$725M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$765M
5
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$76.9M

Top Sellers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$1.23B
2
Capital International Investors
Capital International Investors
California
$376M
3
BlackRock
BlackRock
New York
$3.05B
4
AllianceBernstein
AllianceBernstein
Tennessee
$114M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$37.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
OTL
951
Oak Thistle LLC
New York
– -$320K -1,176 Closed
ONB
952
Old National Bancorp
Indiana
– -$301K -1,107 Closed
CBFP
953
Cedar Brook Financial Partners
Ohio
– -$281K -1,033 Closed
BHCM
954
Boulder Hill Capital Management
New York
– -$272K -1,000 Closed
AC
955
Annandale Capital
Texas
– -$272K -1,000 Closed
JC
956
JB Capital
Connecticut
– -$268K -986 Closed
GIA
957
Gateway Investment Advisers
Ohio
– -$229K -842 Closed
CA
958
Carson Advisory
Georgia
– -$228K -840 Closed
PG
959
Pendal Group
Australia
– -$219K -806 Closed
DS
960
DRW Securities
Illinois
– -$218K -801 Closed
6F
961
626 Financial
Michigan
– -$218K -800 Closed
WIC
962
Woodmont Investment Counsel
Tennessee
– -$218K -800 Closed
HAI
963
Hennessy Advisors Inc
California
– -$218K -800 Closed
GWM
964
GSB Wealth Management
Connecticut
– -$214K -788 Closed
CFO
965
Collective Family Office
Pennsylvania
– -$214K -788 Closed
FAM
966
Fenimore Asset Management
New York
– -$214K -787 Closed
YWP
967
YorkBridge Wealth Partners
New York
– -$213K -783 Closed
LFM
968
LGT Fund Management
Liechtenstein
– -$209K -770 Closed
BHIA
969
Birch Hill Investment Advisors
Massachusetts
– -$209K -770 Closed
SHGA
970
Sand Hill Global Advisors
California
– -$209K -769 Closed
GIA
971
Gladstone Institutional Advisory
Florida
– -$208K -763 Closed
SB
972
Simmons Bank
Arkansas
– -$204K -751 Closed
AC
973
Avenir Corporation
Virginia
– -$204K -749 Closed
HPWM
974
Highland Private Wealth Management
Washington
– -$203K -745 Closed
BHWM
975
Bar Harbor Wealth Management
New Hampshire
– -$200K -737 Closed
37 38
39
40 41