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Moody's
MCO

Overview Fund Activity

1,148 hedge funds and large institutions have $69.8B invested in Moody's in 2024 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 415 increasing their positions, 388 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,148
Holders Change
+26
Holders Change %
+2.32%
% of All Funds
16.7%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.63%
New
110
Increased
415
Reduced
388
Closed
70
Calls
$72.9M
Puts
$48.6M
Net Calls
+$24.4M
Net Calls Change
+$24.3M

Top Buyers

1
TCI Fund Management
TCI Fund Management
United Kingdom
$5.58B
2
PAM
PineStone Asset Management
Quebec, Canada
$605M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.47B
4
Jennison Associates
Jennison Associates
New York
$801M
5
UBS AM
UBS AM
Illinois
$563M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$1.02B
2
Harris Associates
Harris Associates
Illinois
$129M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$1.4B
4
Barclays
Barclays
United Kingdom
$162M
5
ACM
AKRE Capital Management
Virginia
$1.78B
Name Holding Trade Value Shares
Change 		Shares
Change %
GIM
251
Generate Investment Management
New Zealand
$11.7M +$1.47M +3,494 +14%
AZ
252
Aquamarine Zurich
Switzerland
$11.4M – – –
Truist Financial
253
Truist Financial
North Carolina
$11.3M -$613K -1,457 -5%
Public Sector Pension Investment Board (PSP Investments)
254
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11.2M +$731K +1,737 +7%
URS
255
Utah Retirement Systems
Utah
$11M -$609K -1,446 -5%
TPSF
256
Texas Permanent School Fund
Texas
$11M -$4.28M -10,167 -28%
Qube Research & Technologies (QRT)
257
Qube Research & Technologies (QRT)
United Kingdom
$10.6M -$43.9M -104,296 -81%
EI
258
Ethic Inc
New York
$10.4M +$156K +371 +2%
Pathstone Holdings
259
Pathstone Holdings
New Jersey
$10.3M +$592K +1,406 +6%
DSAM
260
Dock Street Asset Management
Florida
$10.3M -$214K -509 -2%
American Century Companies
261
American Century Companies
Missouri
$10.3M +$1.91M +4,548 +23%
NYLIM
262
New York Life Investment Management
New York
$10.2M +$77.9K +185 +0.8%
GAM
263
Gotham Asset Management
New York
$9.96M +$6.3M +14,972 +172%
Allianz Asset Management
264
Allianz Asset Management
Germany
$9.88M +$53K +126 +0.5%
Commonwealth Equity Services
265
Commonwealth Equity Services
Massachusetts
$9.81M +$454K +1,079 +5%
RHAM
266
Round Hill Asset Management
California
$9.78M -$2.9M -6,882 -23%
OSAM
267
O'Shaughnessy Asset Management
Connecticut
$9.61M +$1.3M +3,096 +16%
Public Employees Retirement Association of Colorado
268
Public Employees Retirement Association of Colorado
Colorado
$9.59M -$280K -665 -3%
AIP
269
Alapocas Investment Partners
Massachusetts
$9.53M -$40K -95 -0.4%
CIBC Asset Management
270
CIBC Asset Management
Ontario, Canada
$9.26M -$482K -1,144 -5%
DCM
271
Donaldson Capital Management
Indiana
$9.15M +$2.54M +6,035 +38%
OAM
272
Oppenheimer Asset Management
New York
$9.09M +$1.31M +3,105 +17%
Creative Planning
273
Creative Planning
Kansas
$8.76M +$749K +1,779 +9%
MCM
274
Makena Capital Management
California
$8.75M +$1.23M +2,911 +16%
Daiwa Securities Group
275
Daiwa Securities Group
Japan
$8.72M +$831K +1,975 +11%
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