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Moody's
MCO

Overview Fund Activity

1,148 hedge funds and large institutions have $69.8B invested in Moody's in 2024 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 415 increasing their positions, 388 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,148
Holders Change
+26
Holders Change %
+2.32%
% of All Funds
16.7%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.63%
New
110
Increased
415
Reduced
388
Closed
70
Calls
$72.9M
Puts
$48.6M
Net Calls
+$24.4M
Net Calls Change
+$24.3M

Top Buyers

1
TCI Fund Management
TCI Fund Management
United Kingdom
+$441M
2
PAM
PineStone Asset Management
Quebec, Canada
+$195M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$194M
4
Jennison Associates
Jennison Associates
New York
+$172M
5
UBS AM
UBS AM
Illinois
+$139M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$335M
2
Harris Associates
Harris Associates
Illinois
-$194M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$191M
4
Barclays
Barclays
United Kingdom
-$97.9M
5
ACM
AKRE Capital Management
Virginia
-$97.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
376
Transamerica Financial Advisors
Florida
$3.97M – – –
WHAM
377
Windmill Hill Asset Management
United Kingdom
$3.94M – – –
GT
378
Glenview Trust
Kentucky
$3.91M -$147K -350 -4%
NIC
379
Northwest Investment Counselors
Oregon
$3.86M -$54.7K -130 -1%
KeyBank National Association
380
KeyBank National Association
Ohio
$3.85M +$520K +1,236 +16%
WCM
381
Wedge Capital Management
North Carolina
$3.84M -$2.6M -6,182 -40%
SAM
382
Securian Asset Management
Minnesota
$3.8M -$89.2K -212 -2%
MCM
383
Moore Capital Management
New York
$3.79M +$1.08M +2,568 +40%
IC
384
IEQ Capital
California
$3.77M +$321K +762 +9%
LSERS
385
Louisiana State Employees Retirement System
Louisiana
$3.75M -$126K -300 -3%
BA
386
Bridgewater Associates
Connecticut
$3.74M -$3.95M -9,378 -51%
KA
387
Kerrisdale Advisers
Florida
$3.7M -$370K -880 -9%
SSWM
388
Smith Salley Wealth Management
North Carolina
$3.69M +$361K +857 +11%
OIA
389
OneDigital Investment Advisors
Kansas
$3.68M +$1.4M +3,335 +62%
Osaic Holdings
390
Osaic Holdings
Arizona
$3.68M +$19.4K +46 +0.5%
BPCA
391
Bank Pictet & Cie (Asia)
Singapore
$3.67M +$149K +353 +4%
TI
392
Tidal Investments
Wisconsin
$3.66M +$767K +1,821 +26%
PVI
393
Pine Valley Investments
New Jersey
$3.62M +$596K +1,416 +20%
A
394
Allianz
Germany
$3.62M – – –
UCFA
395
United Capital Financial Advisors
Texas
$3.49M -$221K -525 -6%
COI
396
Connable Office Inc
Michigan
$3.49M -$4.21K -10 -0.1%
Lazard Asset Management
397
Lazard Asset Management
New York
$3.48M -$1.02M -2,424 -23%
VU
398
Vanderbilt University
Tennessee
$3.43M +$3.43M +8,143 New
LNWWM
399
Laird Norton Wetherby Wealth Management
California
$3.42M +$138K +327 +4%
FNBOO
400
First National Bank of Omaha
Nebraska
$3.4M +$511K +1,213 +18%
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