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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 %
AFA
426
Abacus FCF Advisors
Florida
$3.39M +$3.39M +7,136 New
COI
427
Connable Office Inc
Michigan
$3.38M -$549K -1,156 -14%
CPIG
428
Chicago Partners Investment Group
Illinois
$3.38M -$710K -1,514 -17%
BAM
429
Bell Asset Management
Australia
$3.35M -$3.69M -7,772 -52%
KC
430
Kingfisher Capital
North Carolina
$3.3M -$197K -415 -6%
KPWS
431
Kestra Private Wealth Services
Texas
$3.3M -$102K -215 -3%
RG
432
Rathbones Group
United Kingdom
$3.29M +$68.3K +144 +2%
SPWG
433
Syntegra Private Wealth Group
Missouri
$3.28M – – –
Envestnet Portfolio Solutions
434
Envestnet Portfolio Solutions
Illinois
$3.24M -$949 -2 -0%
CA
435
Crewe Advisors
Utah
$3.24M +$5.7K +12 +0.2%
CW
436
CreativeOne Wealth
Kansas
$3.21M +$294K +620 +10%
FNA
437
First National Advisers
Nebraska
$3.21M +$184K +387 +6%
JIC
438
Johnson Investment Counsel
Ohio
$3.19M +$2.62M +5,511 +452%
GT
439
Greenleaf Trust
Michigan
$3.19M +$13.8K +29 +0.4%
CIC
440
Crawford Investment Counsel
Georgia
$3.14M – – –
TIAA Trust, National Association
441
TIAA Trust, National Association
North Carolina
$3.11M +$155K +327 +5%
CB
442
Commerce Bank
Missouri
$3.1M -$69.3K -146 -2%
BCI
443
Brinker Capital Investments
Pennsylvania
$3.09M +$21.4K +45 +0.7%
OPS
444
Orion Portfolio Solutions
Nebraska
$3.09M +$21.4K +45 +0.7%
VDBMI
445
Van Den Berg Management I
Texas
$3.07M -$403K -850 -12%
NB
446
Norinchukin Bank
Japan
$3.06M +$424K +893 +16%
EOJOAM
447
E. Ohman J:or Asset Management
Sweden
$3.06M -$237K -500 -7%
BA
448
Bellwether Advisors
Nebraska
$3.02M +$3.02M +6,374 New
SIA
449
SkyView Investment Advisors
New Jersey
$2.99M +$96.8K +204 +3%
NIM
450
NEOS Investment Management
Connecticut
$2.98M +$575K +1,212 +24%
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