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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 %
HA
401
Harbor Advisors
Florida
$2.78M – – –
CIA
402
Citadel Investment Advisory
Ohio
$2.74M – – –
BTW
403
Boston Trust Walden
Massachusetts
$2.71M -$71.3K -205 -3%
RCAG
404
Rehmann Capital Advisory Group
Michigan
$2.71M – – –
VDBMI
405
Van Den Berg Management I
Texas
$2.7M -$49.7K -143 -2%
CAN
406
Cetera Advisor Networks
California
$2.7M +$808K +2,325 +43%
SWM
407
Sendero Wealth Management
Texas
$2.7M +$369K +1,060 +16%
API
408
Advisor Partners II
California
$2.69M +$125K +359 +5%
EOJOAM
409
E. Ohman J:or Asset Management
Sweden
$2.68M – – –
NMERB
410
New Mexico Educational Retirement Board
New Mexico
$2.68M +$139K +400 +5%
MFS
411
Mirabella Financial Services
United Kingdom
$2.67M +$2.67M +7,675 New
YAM
412
Yacktman Asset Management
Texas
$2.67M – – –
OMC
413
Old Mission Capital
Illinois
$2.66M +$2.66M +7,660 New
FA
414
Fiduciary Alliance
South Carolina
$2.64M +$2.64M +7,591 New
LNWWM
415
Laird Norton Wetherby Wealth Management
California
$2.63M +$431K +1,239 +20%
KC
416
Kingfisher Capital
North Carolina
$2.58M -$25K -72 -1%
OPS
417
Orion Portfolio Solutions
Nebraska
$2.57M +$335K +962 +15%
BCI
418
Brinker Capital Investments
Pennsylvania
$2.57M +$335K +962 +15%
VWA
419
V Wealth Advisors
Kansas
$2.54M -$25.4K -73 -1%
SWM
420
Spire Wealth Management
Virginia
$2.54M +$2.48M +7,122 +4,070%
PP
421
Paloma Partners
Connecticut
$2.53M +$2.53M +7,281 New
SC
422
Slow Capital
California
$2.53M +$16.3K +47 +0.7%
IC
423
IEQ Capital
California
$2.52M -$69.9K -201 -3%
HCMT
424
Highland Capital Management (Tennessee)
Tennessee
$2.45M -$121K -347 -5%
Thrivent Financial for Lutherans
425
Thrivent Financial for Lutherans
Minnesota
$2.44M -$15.6K -45 -0.6%
15 16
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