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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 %
CG
401
Cynosure Group
Utah
$2.8M +$1.35M +4,268 +93%
CAM
402
Cresset Asset Management
Illinois
$2.71M -$210K -664 -7%
COI
403
Connable Office Inc
Michigan
$2.68M -$5.38K -17 -0.2%
KCM
404
Kornitzer Capital Management
Kansas
$2.68M -$11.1K -35 -0.4%
CM
405
Crestline Management
Texas
$2.67M +$2.67M +8,439 New
AI
406
Atria Investments
North Carolina
$2.63M +$19.6K +62 +0.8%
NMERB
407
New Mexico Educational Retirement Board
New Mexico
$2.59M +$158K +500 +7%
TRCT
408
Tower Research Capital (TRC)
New York
$2.57M -$1.82M -5,760 -41%
HA
409
Harbor Advisors
Florida
$2.53M – – –
CAN
410
Cetera Advisor Networks
California
$2.52M +$66.1K +209 +3%
CIA
411
Citadel Investment Advisory
Ohio
$2.49M – – –
DA
412
Duality Advisers
Florida
$2.47M +$2.47M +7,826 New
Envestnet Portfolio Solutions
413
Envestnet Portfolio Solutions
Illinois
$2.47M +$2.47M +7,816 New
RC
414
Roundview Capital
New Jersey
$2.47M -$171K -540 -6%
BTW
415
Boston Trust Walden
Massachusetts
$2.47M -$316 -1 -0%
RCAG
416
Rehmann Capital Advisory Group
Michigan
$2.46M -$6.96K -22 -0.3%
VDBMI
417
Van Den Berg Management I
Texas
$2.45M -$11.7K -37 -0.5%
EOJOAM
418
E. Ohman J:or Asset Management
Sweden
$2.43M – – –
YAM
419
Yacktman Asset Management
Texas
$2.43M – – –
SC
420
Slow Capital
California
$2.42M +$116K +367 +5%
SWM
421
Sendero Wealth Management
Texas
$2.41M -$39.5K -125 -2%
LNWWM
422
Laird Norton Wetherby Wealth Management
California
$2.4M +$13.3K +42 +0.6%
WHAM
423
Windmill Hill Asset Management
United Kingdom
$2.38M +$324K +1,025 +16%
KC
424
Kingfisher Capital
North Carolina
$2.36M +$14.9K +47 +0.6%
DTL
425
Dynamic Technology Lab
Singapore
$2.34M +$1.81M +5,711 +340%
15 16
17
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