MCO icon

Moody's
MCO

Overview Fund Activity

1,028 hedge funds and large institutions have $53.1B invested in Moody's in 2023 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 376 increasing their positions, 345 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,028
Holders Change
+11
Holders Change %
+1.08%
% of All Funds
16.39%
Holding in Top 10
38
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-20.83%
% of All Funds
0.61%
New
90
Increased
376
Reduced
345
Closed
69
Calls
$205M
Puts
$125M
Net Calls
+$79.8M
Net Calls Change
+$65.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$362M
2
PAM
PineStone Asset Management
Quebec, Canada
+$359M
3
First Trust Advisors
First Trust Advisors
Illinois
+$161M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$154M
5
Jennison Associates
Jennison Associates
New York
+$136M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$178M
2
Marshall Wace
Marshall Wace
United Kingdom
-$177M
3
CF
Canoe Financial
Alberta, Canada
-$151M
4
Flossbach Von Storch
Flossbach Von Storch
Germany
-$141M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
351
Wealth Enhancement Advisory Services
Minnesota
$3.86M +$3.54M +11,207 +1,113%
PFO
352
Pathstone Family Office
New Jersey
$3.86M +$2.09M +6,606 +118%
TAF
353
Tredje AP-fonden
Sweden
$3.85M +$79K +250 +2%
BAMCO Inc
354
BAMCO Inc
New York
$3.84M +$646K +2,044 +20%
MSRPS
355
Maryland State Retirement & Pension System
Maryland
$3.83M – – –
Rockefeller Capital Management
356
Rockefeller Capital Management
New York
$3.81M +$19K +60 +0.5%
EF
357
Empowered Funds
Pennsylvania
$3.8M +$2.5M +7,906 +193%
DILIC
358
Dai-ichi Life Insurance Company
Japan
$3.78M – – –
BZWA
359
Blue Zone Wealth Advisors
California
$3.74M +$3.74M +11,816 New
TPM
360
Totem Point Management
New York
$3.67M +$3.67M +11,622 New
Wealthfront Advisers
361
Wealthfront Advisers
California
$3.66M -$51.9K -164 -1%
OIS
362
Okabena Investment Services
Minnesota
$3.66M -$240K -758 -6%
Macquarie Group
363
Macquarie Group
Australia
$3.65M +$856K +2,708 +31%
FT
364
Fiduciary Trust
Massachusetts
$3.65M -$4.43K -14 -0.1%
FNBOO
365
First National Bank of Omaha
Nebraska
$3.61M -$583K -1,843 -14%
LCM
366
Laurion Capital Management
New York
$3.6M +$3.6M +11,398 New
SAM
367
Securian Asset Management
Minnesota
$3.57M -$588K -1,859 -14%
CCG
368
Cloverfields Capital Group
Minnesota
$3.54M -$57.5K -182 -2%
JPMPWA
369
J.P. Morgan Private Wealth Advisors
California
$3.48M +$3.48M +10,992 New
GC
370
Guggenheim Capital
Illinois
$3.47M -$1.84M -5,812 -35%
CC
371
Centiva Capital
New York
$3.44M +$3.44M +10,895 New
JGUA
372
John G. Ullman & Associates
New York
$3.43M +$830K +2,625 +32%
BPCA
373
Bank Pictet & Cie (Asia)
Singapore
$3.4M – – –
HIMCH
374
Hartford Investment Management Co (HIMCO)
Connecticut
$3.4M -$99K -313 -3%
Tudor Investment Corp
375
Tudor Investment Corp
Connecticut
$3.39M +$1.64M +5,198 +94%
13 14
15
16 17