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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 %
SPWG
426
Syntegra Private Wealth Group
Missouri
$2.64M +$7.81K +20 +0.3%
TCOT
427
Trust Company of Toledo
Ohio
$2.64M – – –
BPCA
428
Bank Pictet & Cie (Asia)
Singapore
$2.62M -$1.58M -4,042 -38%
CIC
429
Crawford Investment Counsel
Georgia
$2.61M – – –
KWM
430
Keebeck Wealth Management
Illinois
$2.58M -$50.8K -130 -2%
EOJOAM
431
E. Ohman J:or Asset Management
Sweden
$2.58M -$430K -1,100 -14%
AG
432
AIA Group
Hong Kong
$2.54M +$526K +1,346 +26%
MLICM
433
Metropolitan Life Insurance Company (MetLife)
New York
$2.5M -$48K -123 -2%
GT
434
Greenleaf Trust
Michigan
$2.49M +$191K +490 +8%
OPS
435
Orion Portfolio Solutions
Nebraska
$2.48M -$220K -586 -8%
BCI
436
Brinker Capital Investments
Pennsylvania
$2.48M -$220K -586 -8%
SFI
437
Siemens Fonds Invest
Germany
$2.46M +$1.12M +2,870 +84%
TIAA Trust, National Association
438
TIAA Trust, National Association
North Carolina
$2.46M +$3.91K +10 +0.2%
TI
439
Tidal Investments
Wisconsin
$2.45M +$18.7K +48 +0.8%
AWS
440
Atria Wealth Solutions
New York
$2.41M +$77.7K +199 +3%
Cetera Investment Advisers
441
Cetera Investment Advisers
Illinois
$2.41M +$8.2K +21 +0.3%
CB
442
Commerce Bank
Missouri
$2.41M +$52.7K +135 +2%
LI
443
LMCG Investments
Massachusetts
$2.39M – – –
MIH
444
Meitav Investment House
Israel
$2.38M – – –
RFC
445
Regions Financial Corp
Alabama
$2.38M -$17.6K -45 -0.7%
CGIM
446
Capital Group Investment Management
Singapore
$2.38M – – –
PP
447
Prudential plc
United Kingdom
$2.36M -$6.25K -16 -0.3%
BAAM
448
Baker Avenue Asset Management
California
$2.32M -$14.5K -37 -0.6%
ACL
449
Applied Capital LLC
Florida
$2.3M -$102K -261 -4%
WJWM
450
Williams Jones Wealth Management
New York
$2.29M +$793K +2,031 +53%
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