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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 %
UCFA
401
United Capital Financial Advisors
Texas
$3.94M +$3.8K +8 +0.1%
BCM
402
Bretton Capital Management
California
$3.94M +$3.94M +8,300 New
LNWWM
403
Laird Norton Wetherby Wealth Management
California
$3.92M +$63.6K +134 +2%
SA
404
Sanctuary Advisors
Indiana
$3.9M +$738K +1,535 +23%
Allspring Global Investments
405
Allspring Global Investments
North Carolina
$3.87M -$2.29M -4,827 -37%
AIM
406
Avanda Investment Management
Singapore
$3.84M -$4.5M -9,486 -54%
HA
407
Harbor Advisors
Florida
$3.8M – – –
Walleye Trading
408
Walleye Trading
New York
$3.79M +$3.14M +6,623 +489%
IG
409
ING Group
Netherlands
$3.75M -$5.47M -11,529 -59%
CIA
410
Citadel Investment Advisory
Ohio
$3.73M – – –
RCAG
411
Rehmann Capital Advisory Group
Michigan
$3.7M +$5.22K +11 +0.1%
AI
412
Atria Investments
North Carolina
$3.69M -$32.3K -68 -0.9%
EF
413
Empowered Funds
Pennsylvania
$3.69M +$1.34M +2,831 +57%
NMERB
414
New Mexico Educational Retirement Board
New Mexico
$3.65M -$94.9K -200 -3%
YAM
415
Yacktman Asset Management
Texas
$3.64M – – –
BBVA
416
Banco Bilbao Vizcaya Argentaria
Spain
$3.62M +$553K +1,163 +18%
BTW
417
Boston Trust Walden
Massachusetts
$3.57M -$23.7K -50 -0.7%
VU
418
Vanderbilt University
Tennessee
$3.53M -$332K -700 -9%
FNBOO
419
First National Bank of Omaha
Nebraska
$3.53M -$309K -651 -8%
DWA
420
Dorsey Wright & Associates
California
$3.5M +$20.4K +43 +0.6%
WJWM
421
Williams Jones Wealth Management
New York
$3.49M +$3.8K +8 +0.1%
SC
422
Slow Capital
California
$3.45M +$47.5K +100 +1%
MFAM
423
Motley Fool Asset Management
Virginia
$3.45M +$110K +233 +3%
WAP
424
Wealthcare Advisory Partners
Pennsylvania
$3.42M -$20.9K -44 -0.6%
VIM
425
Vinva Investment Management
Australia
$3.42M +$271K +573 +9%
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