Moody's

MCO

Market cap $89.5B

575 hedge funds and large institutions have $23.5B invested in Moody's in 2017 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 173 increasing their positions, 215 reducing their positions, and 28 closing their positions.

New

Increased

Maintained

Reduced

Closed

2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4 2014 Q3 2014 Q2 2014 Q1 2013 Q4 2013 Q3 2013 Q2

Holders

575

Holders Change

+30

Holders Change %

+5.5%

% of All Funds

14.36%

Holding in Top 10

Holding in Top 10 Change

–

Holding in Top 10 Change %

–

% of All Funds

0.6%

New

Increased

173

Reduced

215

Closed

Calls

$17.8M

Puts

$73.3M

Net Calls

-$55.5M

Net Calls Change

-$69.7M

Top Buyers

1	RCWMU Rothschild & Co Wealth Management (UK) London, United Kingdom	$71.3M
2	Invesco Atlanta, Georgia	$129M
3	Morgan Stanley New York	$286M
4	Bank of Montreal Toronto, Ontario, Canada	$88.5M
5	MG Meritage Group San Francisco, California	$168M

Top Sellers

1	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$42.6M
2	AllianceBernstein Nashville, Tennessee	$39.5M
3	Select Equity Group New York	$34.5M
4	Massachusetts Financial Services Boston, Massachusetts	$828M
5	Fiera Capital (Canada) Montreal, Quebec, Canada	$757M

#	Name	Holding	Trade Value	Shares Change	Shares Change %
401	SFS 401 Sowell Financial Services North Little Rock, Arkansas	$517K	-$287	-2	-0.1%
402	HA 402 Halsey Associates New Haven, Connecticut	$515K	–	–	–
403	LRIC 403 Long Road Investment Counsel Kalamazoo, Michigan	$515K	–	–	–
404	WTC 404 WhitTier Trust Company Reno, Nevada	$513K	+$2.09K	+15	+0.4%
405	AIP 405 Ameritas Investment Partners Lincoln, Nebraska	$511K	–	–	–
406	ECM 406 Everence Capital Management Goshen, Indiana	$503K	–	–	–
407	SCM 407 Southport Capital Management Chattanooga, Tennessee	$502K	–	–	–
408	AP 408 Advisor Partners Walnut Creek, California	$497K	+$12.7K	+91	+3%
409	RHJA 409 Rice Hall James & Associates San Diego, California	$484K	–	–	–
410	HCM 410 Harvest Capital Management Concord, New Hampshire	$482K	–	–	–
411	HR 411 Howe & Rusling Rochester, New York	$480K	–	–	–
412	BCM 412 Bayesian Capital Management Brooklyn, New York	$466K	+$466K	+3,345	New
413	PNC 413 Park National Corp Newark, Ohio	$465K	–	–	–
414	FIM 414 Freedom Investment Management Hartford, Connecticut	$465K	+$8.77K	+63	+2%
415	LS 415 Livforsakringsbolaget Skandia Stockholm, Sweden	$462K	–	–	–
416	WAM 416 Wealthspire Advisors (Maryland) Potomac, Maryland	$454K	+$20.5K	+147	+5%
417	BOTW 417 Bank of the West Monterey Park, California	$448K	–	–	–
418	IIC 418 Ironwood Investment Counsel Scottsdale, Arizona	$446K	+$3.48K	+25	+0.8%
419	419 SG Americas Securities New York	$433K	-$1.93M	-13,856	-82%
420	FAAS 420 First Allied Advisory Services San Diego, California	$425K	+$8.25K	+59	+2%
421	421 Federated Hermes Pittsburgh, Pennsylvania	$425K	+$191K	+1,371	+82%
422	AIM 422 Anchor Investment Management Columbia, South Carolina	$418K	–	–	–
423	PI 423 Putnam Investments Boston, Massachusetts	$417K	-$41.7K	-300	-9%
424	BG 424 Bahl & Gaynor Cincinnati, Ohio	$412K	–	–	–
425	AAM 425 Azzad Asset Management Falls Church, Virginia	$408K	–	–	–

Moody's MCO Market cap $89.5B

Top Buyers

Top Sellers

Moody's

MCO

Market cap $89.5B