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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 %
RJFSA
376
Raymond James Financial Services Advisors
Florida
$3.37M -$98.6K -312 -3%
VPIM
377
Vanguard Personalized Indexing Management
California
$3.31M +$111K +350 +3%
MGP
378
Metis Global Partners
California
$3.28M +$317K +1,004 +11%
BP
379
Ballentine Partners
Massachusetts
$3.27M -$2.53K -8 -0.1%
LOPW
380
Live Oak Private Wealth
North Carolina
$3.26M +$85.1K +269 +3%
EP
381
Edgestream Partners
New Jersey
$3.24M +$3.24M +10,258 New
QCM
382
QRG Capital Management
Illinois
$3.24M +$3.24M +10,235 New
FA
383
Fiduciary Alliance
South Carolina
$3.16M +$765K +2,418 +32%
GF
384
Gabelli Funds
New York
$3.11M – – –
LSERS
385
Louisiana State Employees Retirement System
Louisiana
$3.1M – – –
CPIG
386
Chicago Partners Investment Group
Illinois
$3.09M +$29.7K +96 +1%
IGAM
387
iA Global Asset Management
Quebec, Canada
$3.08M +$407K +1,287 +15%
DWM
388
Darwin Wealth Management
Florida
$3.07M +$81.9K +259 +3%
NO
389
Ninety One
South Africa
$3.07M -$127K -403 -4%
AC
390
Addenda Capital
Quebec, Canada
$3.06M -$42.7K -135 -1%
KA
391
Kerrisdale Advisers
Florida
$3.06M -$2.81M -8,885 -48%
EGM
392
Engineers Gate Manager
New York
$3.05M +$3.05M +9,658 New
CAPTRUST Financial Advisors
393
CAPTRUST Financial Advisors
North Carolina
$2.99M +$2.21K +7 +0.1%
NIC
394
Northwest Investment Counselors
Oregon
$2.99M -$15.2K -48 -0.5%
AI
395
AdvisorShares Investments
Maryland
$2.98M +$172K +544 +6%
IIM
396
INTECH Investment Management
Florida
$2.95M -$2.7M -8,527 -48%
THWM
397
Taylor Hoffman Wealth Management
Virginia
$2.93M +$6.64K +21 +0.2%
API
398
Advisor Partners II
California
$2.92M +$475K +1,501 +19%
Walleye Trading
399
Walleye Trading
New York
$2.88M +$904K +2,859 +46%
OCM
400
Olstein Capital Management
New York
$2.85M – – –
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