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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 %
MAM
976
McLean Asset Management
Virginia
– -$203K -716 Closed
MAG
977
Mayfair Advisory Group
Alabama
– -$217K -700 Closed
LSA
978
Lion Street Advisors
Texas
– -$247K -606 Closed
ECM
979
Estabrook Capital Management
New York
– -$163K -600 Closed
FMLI
980
Fukoku Mutual Life Insurance
Japan
– -$117K -429 Closed
AIM
981
Acropolis Investment Management
Missouri
– -$114K -420 Closed
ABLA
982
Alan B. Lancz & Associates
Ohio
– -$124K -400 Closed
SOW
983
State of Wyoming
Wyoming
– -$108K -396 Closed
CIA
984
Cascade Investment Advisors
Oregon
– -$95.2K -350 Closed
CA
985
CoreCap Advisors
Michigan
– -$72K -264 Closed
MIM
986
Meridiem Investment Management
United Kingdom
– -$63K -230 Closed
CI
987
CX Institutional
Indiana
– -$46K -168 Closed
SWM
988
SeaCrest Wealth Management
New York
– -$24K -90 Closed
COCM
989
Charter Oak Capital Management
New Hampshire
– -$19K -70 Closed
SIAP
990
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$12K -43 Closed
AA
991
Ancora Advisors
Ohio
– -$9K -34 Closed
EL
992
EMFO LLC
Florida
– -$9K -34 Closed
AWM
993
Accel Wealth Management
Iowa
– -$6K -21 Closed
AW
994
ACG Wealth
Georgia
– -$6K -21 Closed
GKIM
995
GW&K Investment Management
Massachusetts
– -$5K -20 Closed
PMFA
996
Plante Moran Financial Advisors
Michigan
– -$4K -15 Closed
TWP
997
TFO Wealth Partners
Ohio
– -$4K -13 Closed
RIM
998
Rockbridge Investment Management
New York
– -$2.72K -10 Closed
FBC
999
Fairfield, Bush & Co
Connecticut
– -$3K -10 Closed
VVP
1000
Venture Visionary Partners
Ohio
– -$2.45K -9 Closed
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