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Moody's
MCO

Overview Fund Activity

1,192 hedge funds and large institutions have $76.3B invested in Moody's in 2024 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 458 increasing their positions, 388 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,192
Holders Change
+44
Holders Change %
+3.83%
% of All Funds
17.24%
Holding in Top 10
45
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.65%
% of All Funds
0.65%
New
117
Increased
458
Reduced
388
Closed
60
Calls
$105M
Puts
$58.2M
Net Calls
+$46.9M
Net Calls Change
+$22.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$343M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$239M
3
Jennison Associates
Jennison Associates
New York
+$204M
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$203M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$197M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$703M
2
ACM
AKRE Capital Management
Virginia
-$407M
3
VAM
Veritas Asset Management
United Kingdom
-$394M
4
WPL
WINDACRE PARTNERSHIP LLC
Texas
-$218M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$205M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
376
Roundview Capital
New Jersey
$4.81M +$85K +179 +2%
CA
377
Cornerstone Advisors
North Carolina
$4.79M – – –
KM
378
KP Management
Minnesota
$4.75M – – –
Wealth Enhancement Advisory Services
379
Wealth Enhancement Advisory Services
Minnesota
$4.75M -$34.2K -72 -0.7%
TC
380
Trium Capital
United Kingdom
$4.7M -$1.53M -3,223 -25%
HIMCH
381
Hartford Investment Management Co (HIMCO)
Connecticut
$4.68M -$98.7K -208 -2%
THCM
382
Taylor Hoffman Capital Management
Virginia
$4.49M +$4.49M +9,886 New
IC
383
IEQ Capital
California
$4.46M +$205K +432 +5%
WHAM
384
Windmill Hill Asset Management
United Kingdom
$4.45M – – –
PFM
385
Patton Fund Management
Texas
$4.4M -$247K -520 -5%
NIC
386
Northwest Investment Counselors
Oregon
$4.39M +$34.6K +73 +0.8%
GT
387
Glenview Trust
Kentucky
$4.38M -$28.5K -60 -0.6%
TFA
388
Transamerica Financial Advisors
Florida
$4.36M -$114K -240 -3%
KeyBank National Association
389
KeyBank National Association
Ohio
$4.35M +$18.5K +39 +0.4%
SSWM
390
Smith Salley Wealth Management
North Carolina
$4.33M +$168K +353 +4%
O
391
Ossiam
France
$4.31M -$2.5M -5,270 -37%
IIM
392
INTECH Investment Management
Florida
$4.31M +$942K +1,984 +28%
MSRPS
393
Maryland State Retirement & Pension System
Maryland
$4.28M -$1.58M -3,328 -27%
LSERS
394
Louisiana State Employees Retirement System
Louisiana
$4.18M -$47.5K -100 -1%
SAM
395
Securian Asset Management
Minnesota
$4.14M -$143K -302 -3%
A
396
Allianz
Germany
$4.08M – – –
PVI
397
Pine Valley Investments
New Jersey
$4.06M -$30.4K -64 -0.7%
OIA
398
OneDigital Investment Advisors
Kansas
$4.04M -$117K -246 -3%
HWAM
399
Hennion & Walsh Asset Management
New Jersey
$3.97M +$720K +1,517 +22%
KCM
400
Kerusso Capital Management
North Carolina
$3.97M +$241K +508 +6%
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