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Moody's
MCO

Overview Fund Activity

911 hedge funds and large institutions have $50.6B invested in Moody's in 2021 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 312 increasing their positions, 319 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
-14
Holders Change %
-1.51%
% of All Funds
16.04%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.6%
New
84
Increased
312
Reduced
319
Closed
92
Calls
$90.8M
Puts
$107M
Net Calls
-$16.7M
Net Calls Change
-$20.7M

Top Buyers

1
VAM
Veritas Asset Management
United Kingdom
$719M
2
Flossbach Von Storch
Flossbach Von Storch
Germany
$415M
3
VFCM
Valley Forge Capital Management
Florida
$345M
4
AllianceBernstein
AllianceBernstein
Tennessee
$375M
5
State Street
State Street
Massachusetts
$2.14B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.19B
2
BlackRock
BlackRock
New York
$3.3B
3
GAM
GuardCap Asset Management
United Kingdom
$0
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$1.97B
5
Capital International Investors
Capital International Investors
California
$1.54B
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
126
Envestnet Asset Management
Illinois
$42.6M +$17.9M +59,964 +73%
BTW
127
Boston Trust Walden
Massachusetts
$41.3M +$13.9M +46,667 +51%
BCM
128
Bowie Capital Management
Texas
$41.2M -$747K -2,500 -2%
SEI Investments
129
SEI Investments
Pennsylvania
$40.3M +$2.76M +9,305 +7%
JPMorgan Chase & Co
130
JPMorgan Chase & Co
New York
$39.9M -$8.78M -29,388 -18%
Lord, Abbett & Co
131
Lord, Abbett & Co
New Jersey
$38.9M -$7.99M -26,754 -17%
Ameriprise
132
Ameriprise
Minnesota
$38.6M -$1.9M -6,296 -5%
1832 Asset Management
133
1832 Asset Management
Ontario, Canada
$37M +$588K +1,968 +2%
Truist Financial
134
Truist Financial
North Carolina
$36.7M -$3.84M -12,845 -9%
BNP Paribas Asset Management
135
BNP Paribas Asset Management
France
$35M -$3.35M -11,216 -9%
ACM
136
Atlanta Capital Management
Georgia
$34.5M -$2.01M -6,725 -6%
BFS
137
Baskin Financial Services
Ontario, Canada
$34.4M +$967K +3,237 +3%
SOMRS
138
State of Michigan Retirement System
Michigan
$33.3M – – –
SBH
139
Segall Bryant & Hamill
Illinois
$33.1M +$14.1M +47,205 +74%
Wellington Management Group
140
Wellington Management Group
Massachusetts
$32.2M -$624K -2,088 -2%
BFM
141
Boston Financial Management
Massachusetts
$32M -$57.9K -194 -0.2%
ICP
142
Ironvine Capital Partners
Nebraska
$31.9M +$225K +752 +0.7%
BNP Paribas Financial Markets
143
BNP Paribas Financial Markets
France
$31.8M -$11.2M -37,621 -26%
Ohio Public Employees Retirement System (OPERS)
144
Ohio Public Employees Retirement System (OPERS)
Ohio
$31.8M +$2.46M +8,252 +8%
SFI
145
Susquehanna Fundamental Investments
Pennsylvania
$31.5M +$9.83M +32,906 +45%
State of New Jersey Common Pension Fund D
146
State of New Jersey Common Pension Fund D
New Jersey
$31M -$1.71M -5,715 -5%
SO
147
STRS Ohio
Ohio
$30.9M -$831K -2,783 -3%
Asset Management One
148
Asset Management One
Japan
$30.4M -$495K -1,659 -2%
QCMNJ
149
Quantum Capital Management (New Jersey)
New Jersey
$29.9M +$415K +1,390 +1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
150
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$29.2M -$61.4M -205,499 -68%
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