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Moody's
MCO

Overview Fund Activity

1,093 hedge funds and large institutions have $67B invested in Moody's in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 361 increasing their positions, 416 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+65
Holders Change %
+6.32%
% of All Funds
16.02%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
0.67%
New
141
Increased
361
Reduced
416
Closed
64
Calls
$103M
Puts
$101M
Net Calls
+$1.58M
Net Calls Change
-$78.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.55B
2
TCI Fund Management
TCI Fund Management
United Kingdom
+$656M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$437M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$352M
5
AP
Altarock Partners
Florida
+$182M

Top Sellers

1
BlackRock
BlackRock
New York
-$301M
2
VAM
Veritas Asset Management
United Kingdom
-$250M
3
BCF
BLS Capital Fondsmaeglerselskab
Denmark
-$233M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$180M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMAM
351
Picton Mahoney Asset Management
Ontario, Canada
$4.46M -$3.69M -9,450 -45%
FCM
352
Fogel Capital Management
Florida
$4.42M +$4.42M +11,110 New
CSS
353
Cubist Systematic Strategies
Connecticut
$4.38M -$32.1M -82,157 -88%
JGUA
354
John G. Ullman & Associates
New York
$4.38M +$139K +357 +3%
GC
355
Guggenheim Capital
Illinois
$4.36M +$81.6K +209 +2%
QCM
356
QRG Capital Management
Illinois
$4.22M +$225K +575 +6%
LOPW
357
Live Oak Private Wealth
North Carolina
$4.19M +$164K +419 +4%
Wealthfront Advisers
358
Wealthfront Advisers
California
$4.17M -$352K -902 -8%
OIS
359
Okabena Investment Services
Minnesota
$4.15M -$375K -961 -8%
BP
360
Ballentine Partners
Massachusetts
$4.14M +$107K +275 +3%
HIMCH
361
Hartford Investment Management Co (HIMCO)
Connecticut
$4.14M -$57.8K -148 -1%
MGP
362
Metis Global Partners
California
$4.14M +$90.2K +231 +2%
Kovitz Investment Group Partners
363
Kovitz Investment Group Partners
Illinois
$4.12M -$830K -2,124 -17%
Wealth Enhancement Advisory Services
364
Wealth Enhancement Advisory Services
Minnesota
$4.11M -$662K -1,695 -14%
VPIM
365
Vanguard Personalized Indexing Management
California
$4.1M +$14.8K +38 +0.4%
Teacher Retirement System of Texas
366
Teacher Retirement System of Texas
Texas
$4.08M -$10.5M -27,008 -72%
CA
367
Claar Advisors
New York
$4.06M -$1.17M -3,000 -22%
CAPTRUST Financial Advisors
368
CAPTRUST Financial Advisors
North Carolina
$3.97M +$282K +721 +8%
FA
369
Fiduciary Alliance
South Carolina
$3.94M +$32.4K +83 +0.8%
TAMH
370
Taikang Asset Management (HK)
Hong Kong
$3.94M +$757K +1,938 +24%
AI
371
AdvisorShares Investments
Maryland
$3.91M +$232K +594 +6%
KM
372
KP Management
Minnesota
$3.91M +$3.91M +10,000 New
SAM
373
Securian Asset Management
Minnesota
$3.89M -$522K -1,336 -12%
FNBOO
374
First National Bank of Omaha
Nebraska
$3.86M -$604K -1,547 -14%
GT
375
Glenview Trust
Kentucky
$3.86M +$1.16M +2,959 +43%
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