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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 %
APC
1026
Aspire Private Capital
North Carolina
$3K – – –
NIC
1027
Northwest Investment Counselors
Oregon
$3K +$3K +8 New
HIA
1028
Harbor Investment Advisory
Maryland
$2K -$107K -267 -98%
AWM
1029
Avior Wealth Management
Nebraska
$2K – – –
CCA
1030
Column Capital Advisors
Indiana
$2K – – –
ONST
1031
Old North State Trust
North Carolina
$2K – – –
CSWM
1032
Cassady Schiller Wealth Management
Ohio
$2K +$2K +5 New
S
1033
Surevest
California
$2K +$2K +5 New
GFPC
1034
Global Financial Private Client
Florida
$1.56K – – –
CTB
1035
Country Trust Bank
Illinois
$1K – – –
BA
1036
Bellwether Advisors
Nebraska
$1K – – –
BAM
1037
Bellevue Asset Management
Washington
$1K – – –
PA
1038
PSI Advisors
Florida
$1K – – –
CWP
1039
Concord Wealth Partners
Virginia
$1K – – –
MBFW
1040
Morton Brown Family Wealth
Pennsylvania
$1K +$1K +3 New
CWM
1041
Curi Wealth Management
North Carolina
$1K +$1K +3 New
AA
1042
Addison Advisors
Vermont
$1K +$1K +3 New
CP
1043
Castleview Partners
Texas
$936 +$936 +365,582 New
WA
1044
WestEnd Advisors
North Carolina
$781 +$781 +2 New
RTC
1045
Riverview Trust Company
Washington
$233 – – –
FGAM
1046
Financial Gravity Asset Management
Texas
$4 – – –
WPL
1047
WINDACRE PARTNERSHIP LLC
Texas
– -$308M -866,800 Closed
MGIM
1048
M&G Investment Management
United Kingdom
– -$69.5K -195,902 Closed
Renaissance Technologies
1049
Renaissance Technologies
New York
– -$37.9M -106,800 Closed
ACI
1050
AMP Capital Investors
Australia
– -$22.8M -64,261 Closed
40 41
42
43 44