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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 %
BCI
426
Brinker Capital Investments
Pennsylvania
$2.28M -$61.7K -195 -3%
OPS
427
Orion Portfolio Solutions
Nebraska
$2.28M -$61.7K -195 -3%
IC
428
IEQ Capital
California
$2.27M -$22.1K -70 -1%
SSWM
429
Smith Salley Wealth Management
North Carolina
$2.24M +$117K +370 +6%
Thrivent Financial for Lutherans
430
Thrivent Financial for Lutherans
Minnesota
$2.19M -$26.9K -85 -1%
OAM
431
Ostrum Asset Management
France
$2.19M -$931K -2,944 -30%
GT
432
Glenview Trust
Kentucky
$2.19M +$97.1K +307 +5%
KPWS
433
Kestra Private Wealth Services
Texas
$2.19M +$6.64K +21 +0.3%
RG
434
Rathbones Group
United Kingdom
$2.17M +$35.7K +113 +2%
HCMT
435
Highland Capital Management (Tennessee)
Tennessee
$2.16M -$71.5K -226 -3%
LA
436
LBP AM
France
$2.14M +$796K +2,518 +59%
TCOT
437
Trust Company of Toledo
Ohio
$2.13M – – –
SPWG
438
Syntegra Private Wealth Group
Missouri
$2.13M -$20.6K -65 -1%
KWM
439
Keebeck Wealth Management
Illinois
$2.13M +$57.9K +183 +3%
CIC
440
Crawford Investment Counsel
Georgia
$2.11M -$1.58K -5 -0.1%
BAMF
441
BI Asset Management Fondsmaeglerselskab
Denmark
$2.08M +$15.2K +48 +0.7%
UCFA
442
United Capital Financial Advisors
Texas
$2.07M +$474K +1,499 +30%
MLICM
443
Metropolitan Life Insurance Company (MetLife)
New York
$2.06M -$110K -348 -5%
NB
444
Norinchukin Bank
Japan
$2M -$2.7M -8,549 -57%
TIAA Trust, National Association
445
TIAA Trust, National Association
North Carolina
$1.98M +$1.98M +6,276 New
GKFF
446
George Kaiser Family Foundation
Oklahoma
$1.98M – – –
Mercer Global Advisors
447
Mercer Global Advisors
Colorado
$1.97M +$108K +341 +6%
TI
448
Tidal Investments
Wisconsin
$1.97M +$252K +796 +15%
ACL
449
Applied Capital LLC
Florida
$1.94M -$36.7K -116 -2%
Cetera Investment Advisers
450
Cetera Investment Advisers
Illinois
$1.94M -$85.4K -270 -4%
16 17
18
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