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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 %
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
426
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.43M -$32.5M -93,346 -93%
KPWS
427
Kestra Private Wealth Services
Texas
$2.4M -$348 -1 -0%
MLICM
428
Metropolitan Life Insurance Company (MetLife)
New York
$2.39M -$58.8K -169 -2%
SPWG
429
Syntegra Private Wealth Group
Missouri
$2.37M +$1.04K +3 +0%
TCOT
430
Trust Company of Toledo
Ohio
$2.35M – – –
RG
431
Rathbones Group
United Kingdom
$2.35M -$40K -115 -2%
SSWM
432
Smith Salley Wealth Management
North Carolina
$2.33M +$25.4K +73 +1%
CIC
433
Crawford Investment Counsel
Georgia
$2.32M -$64.3K -185 -3%
PP
434
Prudential plc
United Kingdom
$2.3M +$159K +458 +7%
GT
435
Glenview Trust
Kentucky
$2.3M +$9.74K +28 +0.4%
KWM
436
Keebeck Wealth Management
Illinois
$2.28M +$328K +944 +17%
BAMF
437
BI Asset Management Fondsmaeglerselskab
Denmark
$2.27M +$442K +1,270 +24%
V
438
Veritable
Delaware
$2.27M -$695 -2 -0%
WHAM
439
Windmill Hill Asset Management
United Kingdom
$2.26M – – –
Cetera Investment Advisers
440
Cetera Investment Advisers
Illinois
$2.23M +$154K +442 +7%
RFC
441
Regions Financial Corp
Alabama
$2.2M -$176K -507 -7%
GKFF
442
George Kaiser Family Foundation
Oklahoma
$2.18M -$418K -1,202 -16%
ACL
443
Applied Capital LLC
Florida
$2.18M -$1.39K -4 -0.1%
Walleye Trading
444
Walleye Trading
New York
$2.17M +$2.17M +6,245 New
LI
445
LMCG Investments
Massachusetts
$2.12M – – –
CGIM
446
Capital Group Investment Management
Singapore
$2.11M – – –
ECM
447
Exchange Capital Management
Michigan
$2.11M -$12.2K -35 -0.6%
Squarepoint
448
Squarepoint
New York
$2.1M -$3.89M -11,177 -65%
MIH
449
Meitav Investment House
Israel
$2.1M – – –
CB
450
Commerce Bank
Missouri
$2.09M -$42.4K -122 -2%
16 17
18
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