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Moody's
MCO

Overview Fund Activity

1,093 hedge funds and large institutions have $67B invested in Moody's in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 361 increasing their positions, 416 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+65
Holders Change %
+6.32%
% of All Funds
16.02%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
0.67%
New
141
Increased
361
Reduced
416
Closed
64
Calls
$103M
Puts
$101M
Net Calls
+$1.58M
Net Calls Change
-$78.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.55B
2
TCI Fund Management
TCI Fund Management
United Kingdom
+$656M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$437M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$352M
5
AP
Altarock Partners
Florida
+$182M

Top Sellers

1
BlackRock
BlackRock
New York
-$301M
2
VAM
Veritas Asset Management
United Kingdom
-$250M
3
BCF
BLS Capital Fondsmaeglerselskab
Denmark
-$233M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$180M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
JF
401
Jump Financial
Illinois
$3.01M -$3.06M -7,829 -50%
YAM
402
Yacktman Asset Management
Texas
$3M – – –
Mercer Global Advisors
403
Mercer Global Advisors
Colorado
$2.99M +$556K +1,423 +23%
RC
404
Roundview Capital
New Jersey
$2.98M -$67.6K -173 -2%
SWM
405
Sendero Wealth Management
Texas
$2.97M -$13.3K -34 -0.4%
IGAM
406
iA Global Asset Management
Quebec, Canada
$2.96M -$848K -2,171 -22%
WHAM
407
Windmill Hill Asset Management
United Kingdom
$2.95M +$16.4K +42 +0.6%
LA
408
LBP AM
France
$2.95M +$300K +768 +11%
SC
409
Slow Capital
California
$2.95M -$36.7K -94 -1%
VDBMI
410
Van Den Berg Management I
Texas
$2.93M -$89.4K -229 -3%
Envestnet Portfolio Solutions
411
Envestnet Portfolio Solutions
Illinois
$2.93M -$120K -308 -4%
PVI
412
Pine Valley Investments
New Jersey
$2.93M +$662K +1,694 +29%
GAM
413
Groupama Asset Management
France
$2.91M +$2.91M +7,445 New
SSWM
414
Smith Salley Wealth Management
North Carolina
$2.89M +$123K +314 +4%
UCFA
415
United Capital Financial Advisors
Texas
$2.87M +$309K +792 +12%
KCM
416
Kornitzer Capital Management
Kansas
$2.84M -$469K -1,200 -14%
KC
417
Kingfisher Capital
North Carolina
$2.83M -$85.9K -220 -3%
KPWS
418
Kestra Private Wealth Services
Texas
$2.78M +$76.2K +195 +3%
OCM
419
Olstein Capital Management
New York
$2.73M -$781K -2,000 -22%
AI
420
Atria Investments
North Carolina
$2.71M -$537K -1,376 -17%
CAN
421
Cetera Advisor Networks
California
$2.69M -$424K -1,085 -14%
Thrivent Financial for Lutherans
422
Thrivent Financial for Lutherans
Minnesota
$2.68M -$35.2K -90 -1%
HCMT
423
Highland Capital Management (Tennessee)
Tennessee
$2.66M -$7.42K -19 -0.3%
GAM
424
Gotham Asset Management
New York
$2.66M +$1.2M +3,064 +82%
RG
425
Rathbones Group
United Kingdom
$2.64M -$33.6K -86 -1%
15 16
17
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