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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 %
AWM
1001
Avior Wealth Management
Nebraska
$2K – – –
SIC
1002
SJS Investment Consulting
Ohio
$2K +$2K +5 New
FEG
1003
Financial Enhancement Group
Indiana
$2K +$2K +7 New
AWM
1004
Atticus Wealth Management
Florida
$2K +$2K +7 New
GFPC
1005
Global Financial Private Client
Florida
$1.36K – – –
PA
1006
PSI Advisors
Florida
$1K – – –
CTB
1007
Country Trust Bank
Illinois
$1K – – –
CWP
1008
Concord Wealth Partners
Virginia
$1K – – –
BA
1009
Bellwether Advisors
Nebraska
$1K – – –
CWM
1010
Curi Wealth Management
North Carolina
$1K – – –
BAM
1011
Bellevue Asset Management
Washington
$1K – – –
MAM
1012
Marquette Asset Management
Minnesota
$1K +$1K +2 New
RCM
1013
Rings Capital Management
Illinois
– -$92.6M -237,000 Closed
Qube Research & Technologies (QRT)
1014
Qube Research & Technologies (QRT)
United Kingdom
– -$38.3M -98,032 Closed
Capstone Investment Advisors
1015
Capstone Investment Advisors
New York
– -$31.2M -80,000 Closed
CA
1016
Capitolis Advisors
New York
– -$30.4M -77,841 Closed
OCM
1017
Oribel Capital Management
New York
– -$21.2M -54,300 Closed
TA
1018
TRB Advisors
New York
– -$13.7M -35,000 Closed
WSC
1019
Wellington Shields & Co
New York
– -$11.8M -30,248 Closed
QT
1020
Quantbot Technologies
New York
– -$8.32M -21,303 Closed
BFM
1021
Boothbay Fund Management
New York
– -$4.91M -12,566 Closed
DTL
1022
Dynamic Technology Lab
Singapore
– -$4.03M -10,310 Closed
VRS
1023
Virginia Retirement Systems
Virginia
– -$3.83K -9,800 Closed
ECM
1024
ExodusPoint Capital Management
New York
– -$3.03M -7,753 Closed
QC
1025
Quadrature Capital
United Kingdom
– -$2.89M -7,398 Closed
39 40
41
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