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Moody's
MCO

Overview Fund Activity

1,148 hedge funds and large institutions have $69.8B invested in Moody's in 2024 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 415 increasing their positions, 388 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,148
Holders Change
+26
Holders Change %
+2.32%
% of All Funds
16.7%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.63%
New
110
Increased
415
Reduced
388
Closed
70
Calls
$72.9M
Puts
$48.6M
Net Calls
+$24.4M
Net Calls Change
+$24.3M

Top Buyers

1
TCI Fund Management
TCI Fund Management
United Kingdom
+$441M
2
PAM
PineStone Asset Management
Quebec, Canada
+$195M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$194M
4
Jennison Associates
Jennison Associates
New York
+$172M
5
UBS AM
UBS AM
Illinois
+$139M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$335M
2
Harris Associates
Harris Associates
Illinois
-$194M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$191M
4
Barclays
Barclays
United Kingdom
-$97.9M
5
ACM
AKRE Capital Management
Virginia
-$97.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPWG
426
Syntegra Private Wealth Group
Missouri
$2.91M +$59.4K +141 +2%
HWAM
427
Hennion & Walsh Asset Management
New Jersey
$2.89M +$589K +1,399 +26%
NICM
428
Neo Ivy Capital Management
New York
$2.88M +$2.88M +6,836 New
Envestnet Portfolio Solutions
429
Envestnet Portfolio Solutions
Illinois
$2.87M -$362K -860 -11%
QCM
430
Quantinno Capital Management
New York
$2.87M +$781K +1,856 +37%
CA
431
Crewe Advisors
Utah
$2.86M -$950K -2,257 -25%
RG
432
Rathbones Group
United Kingdom
$2.86M -$4.21K -10 -0.1%
TCOT
433
Trust Company of Toledo
Ohio
$2.84M – – –
GT
434
Greenleaf Trust
Michigan
$2.81M +$102K +243 +4%
CB
435
Commerce Bank
Missouri
$2.81M +$213K +505 +8%
VIM
436
Vinva Investment Management
Australia
$2.79M +$159K +379 +6%
CIC
437
Crawford Investment Counsel
Georgia
$2.79M -$1.68K -4 -0.1%
MGM
438
Miura Global Management
New York
$2.78M +$2.78M +6,600 New
GS
439
GTS Securities
New York
$2.77M -$2.05M -4,862 -43%
OCM
440
Olstein Capital Management
New York
$2.74M – – –
BCI
441
Brinker Capital Investments
Pennsylvania
$2.72M +$6.74K +16 +0.2%
OPS
442
Orion Portfolio Solutions
Nebraska
$2.72M +$6.74K +16 +0.2%
BBVA
443
Banco Bilbao Vizcaya Argentaria
Spain
$2.72M -$1.13M -2,688 -29%
OAM
444
Ostrum Asset Management
France
$2.69M -$107K -255 -4%
FNA
445
First National Advisers
Nebraska
$2.68M +$328K +780 +14%
SFI
446
Siemens Fonds Invest
Germany
$2.67M +$44.6K +106 +2%
TIAA Trust, National Association
447
TIAA Trust, National Association
North Carolina
$2.62M -$1.68K -4 -0.1%
KWM
448
Keebeck Wealth Management
Illinois
$2.6M -$135K -321 -5%
CW
449
CreativeOne Wealth
Kansas
$2.59M -$95.2K -226 -4%
AWS
450
Atria Wealth Solutions
New York
$2.57M -$170K -405 -6%
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