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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 %
LSERS
376
Louisiana State Employees Retirement System
Louisiana
$3.41M -$139K -400 -4%
CPIG
377
Chicago Partners Investment Group
Illinois
$3.4M -$102K -298 -3%
First Trust Advisors
378
First Trust Advisors
Illinois
$3.38M +$1.04M +2,998 +45%
NIC
379
Northwest Investment Counselors
Oregon
$3.3M +$249K +716 +8%
CAPTRUST Financial Advisors
380
CAPTRUST Financial Advisors
North Carolina
$3.28M -$234K -672 -7%
MGP
381
Metis Global Partners
California
$3.25M +$1.07M +3,086 +49%
CAM
382
Cresset Asset Management
Illinois
$3.22M +$2.5M +7,192 +350%
THWM
383
Taylor Hoffman Wealth Management
Virginia
$3.21M +$130K +375 +4%
DWM
384
Darwin Wealth Management
Florida
$3.21M +$581K +1,714 +22%
Allspring Global Investments
385
Allspring Global Investments
North Carolina
$3.16M -$289K -830 -8%
OCM
386
Olstein Capital Management
New York
$3.13M -$348K -1,000 -10%
AGM
387
Alpine Global Management
New York
$3.11M +$3.11M +8,943 New
AI
388
AdvisorShares Investments
Maryland
$3.09M +$757K +2,176 +32%
Macquarie Group
389
Macquarie Group
Australia
$3.07M -$4.94M -14,209 -62%
VF
390
Virtu Financial
New York
$2.97M +$2.97M +8,527 New
COI
391
Connable Office Inc
Michigan
$2.96M -$3.13K -9 -0.1%
KCM
392
Kornitzer Capital Management
Kansas
$2.96M -$64.3K -185 -2%
IGAM
393
iA Global Asset Management
Quebec, Canada
$2.94M +$2.94M +8,453 New
FA
394
FDx Advisors
Illinois
$2.91M +$640K +1,841 +28%
RC
395
Roundview Capital
New Jersey
$2.9M +$715K +2,056 +33%
AI
396
Atria Investments
North Carolina
$2.87M +$624K +1,795 +28%
GCM
397
Graham Capital Management
Connecticut
$2.87M +$2.19M +6,306 +326%
JGUA
398
John G. Ullman & Associates
New York
$2.86M +$1.14M +3,275 +66%
AQR Capital Management
399
AQR Capital Management
Connecticut
$2.84M +$1.62M +4,666 +133%
Assenagon Asset Management
400
Assenagon Asset Management
Luxembourg
$2.79M -$21.2M -60,950 -88%
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