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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 %
IAIM
1076
International Assets Investment Management
Florida
– -$216K -552 Closed
MC
1077
Middleton & Co
Massachusetts
– -$215K -550 Closed
FC
1078
Financial Consulate
Maryland
– -$213K -544 Closed
RRC
1079
Relaxing Retirement Coach
Massachusetts
– -$212K -544 Closed
GBT
1080
Grove Bank & Trust
Florida
– -$212K -544 Closed
HHGA
1081
Halbert Hargrove Global Advisors
California
– -$212K -543 Closed
CWM
1082
Chesapeake Wealth Management
Virginia
– -$211K -541 Closed
WG
1083
Winton Group
United Kingdom
– -$211K -541 Closed
RPWA
1084
Regent Peak Wealth Advisors
Georgia
– -$210K -537 Closed
RIM
1085
Reliant Investment Management
Tennessee
– -$206K -528 Closed
BCP
1086
Blackhawk Capital Partners
Wisconsin
– -$206K -528 Closed
KIA
1087
KCM Investment Advisors
California
– -$205K -526 Closed
BB
1088
Busey Bank
Illinois
– -$205K -526 Closed
CAM
1089
Claret Asset Management
Quebec, Canada
– -$205K -525 Closed
LA
1090
LVW Advisors
New York
– -$204K -523 Closed
HW
1091
Hancock Whitney
Mississippi
– -$203K -520 Closed
FIM
1092
Fruth Investment Management
Texas
– -$201K -516 Closed
LWAC
1093
Laurel Wealth Advisors (California)
California
– -$200K -511 Closed
ED
1094
Exane Derivatives
France
– -$154K -393 Closed
ACM
1095
Aquatic Capital Management
Illinois
– -$117K -300 Closed
USGIU
1096
U.S. Global Investors (USGI)
Texas
– -$117K -300 Closed
CF
1097
Centaurus Financial
California
– -$116K -296 Closed
CA
1098
CoreCap Advisors
Michigan
– -$103K -264 Closed
PPWM
1099
PFG Private Wealth Management
Florida
– -$102K -261 Closed
BAM
1100
Barrett Asset Management
New York
– -$70K -178 Closed
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