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Moody's
MCO

Overview Fund Activity

1,017 hedge funds and large institutions have $58.1B invested in Moody's in 2023 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 347 increasing their positions, 353 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,017
Holders Change
+60
Holders Change %
+6.27%
% of All Funds
16.04%
Holding in Top 10
48
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.07%
% of All Funds
0.76%
New
121
Increased
347
Reduced
353
Closed
60
Calls
$121M
Puts
$107M
Net Calls
+$14.1M
Net Calls Change
-$89.6M

Top Buyers

1
VAM
Veritas Asset Management
United Kingdom
+$320M
2
WPL
WINDACRE PARTNERSHIP LLC
Texas
+$144M
3
AC
AKO Capital
United Kingdom
+$117M
4
Prudential Financial
Prudential Financial
New Jersey
+$97.6M
5
AIM
Artemis Investment Management
United Kingdom
+$95.5M

Top Sellers

1
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$430M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$372M
3
BlackRock
BlackRock
New York
-$209M
4
PAM
PineStone Asset Management
Quebec, Canada
-$205M
5
SP
Sarasin & Partners
United Kingdom
-$188M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
326
Donaldson Capital Management
Indiana
$5.21M -$209K -602 -4%
Walleye Capital
327
Walleye Capital
New York
$5.2M -$9.88M -28,419 -66%
AIM
328
Achmea Investment Management
Netherlands
$5.18M +$3.3M +9,487 +176%
NB
329
Norinchukin Bank
Japan
$5.17M +$2.29M +6,598 +80%
BCIM
330
British Columbia Investment Management
British Columbia, Canada
$5.17M +$43.5K +125 +0.8%
LGF
331
LGT Group Foundation
Liechtenstein
$5.14M +$1.65M +4,755 +47%
CCM
332
Carderock Capital Management
Maryland
$5.12M -$84.8K -244 -2%
YIH
333
Y-Intercept (HK)
Hong Kong
$5.07M +$5.07M +14,568 New
SMDAM
334
Sumitomo Mitsui DS Asset Management
Japan
$5.04M +$191K +550 +4%
TRSOTSOK
335
Teachers Retirement System of the State of Kentucky
Kentucky
$4.95M -$217K -623 -4%
CA
336
Crewe Advisors
Utah
$4.94M -$329K -946 -6%
TRCT
337
Tower Research Capital (TRC)
New York
$4.83M +$4.15M +11,932 +609%
PM
338
Penbrook Management
New York
$4.78M – – –
EMPI
339
Elo Mutual Pension Insurance
Finland
$4.72M +$142K +408 +3%
CA
340
Claar Advisors
New York
$4.66M – – –
QPBE
341
Quintet Private Bank (Europe)
Luxembourg
$4.65M +$4.13M +11,934 +795%
FNBOO
342
First National Bank of Omaha
Nebraska
$4.62M -$89K -256 -2%
Baird Financial Group
343
Baird Financial Group
Wisconsin
$4.61M -$144K -414 -3%
SAM
344
Securian Asset Management
Minnesota
$4.57M -$38.6K -111 -0.8%
GT
345
Glenmede Trust
Pennsylvania
$4.57M – – –
MPPLM
346
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.55M +$309K +889 +7%
Daiwa Securities Group
347
Daiwa Securities Group
Japan
$4.46M +$131K +377 +3%
KRS
348
Kentucky Retirement Systems
Kentucky
$4.41M +$80.3K +231 +2%
Kovitz Investment Group Partners
349
Kovitz Investment Group Partners
Illinois
$4.35M +$1.74M +5,010 +67%
LC
350
Lincoln Capital
Nebraska
$4.3M +$2.43K +7 +0.1%
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