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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 %
TF
451
TIAA FSB
Florida
$2.09M -$24K -69 -1%
CW
452
CreativeOne Wealth
Kansas
$2.08M +$75.4K +217 +4%
NW
453
NewEdge Wealth
Pennsylvania
$2.06M +$2.06M +5,925 New
SWS
454
SYSTM Wealth Solutions
Illinois
$2.05M +$383K +1,102 +23%
Mercer Global Advisors
455
Mercer Global Advisors
Colorado
$2.05M +$195K +560 +11%
BAAM
456
Baker Avenue Asset Management
California
$2.04M +$599K +1,723 +41%
WTC
457
WhitTier Trust Company
Nevada
$2.04M +$1.74K +5 +0.1%
TCA
458
Transcend Capital Advisors
New Jersey
$2.03M +$9.04K +26 +0.4%
GPI
459
General Partner Inc
Pennsylvania
$2.01M -$174K -500 -8%
BIAS
460
Beacon Investment Advisory Services
New Jersey
$1.99M +$122K +350 +7%
TC
461
Telemus Capital
Michigan
$1.98M -$518K -1,490 -21%
SC
462
Saturna Capital
Washington
$1.98M -$5.56K -16 -0.3%
KRSITF
463
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.97M +$20.5K +59 +1%
PFO
464
Pathstone Family Office
New Jersey
$1.96M +$30.2K +86 +2%
GT
465
Greenleaf Trust
Michigan
$1.96M +$326K +938 +20%
AWS
466
Atria Wealth Solutions
New York
$1.95M +$427K +1,229 +28%
SIA
467
SkyView Investment Advisors
New Jersey
$1.93M +$1.84M +5,245 +2,185%
PA
468
Parallel Advisors
California
$1.93M -$70.6K -203 -4%
Tudor Investment Corp
469
Tudor Investment Corp
Connecticut
$1.92M +$1.92M +5,515 New
VAS
470
Vestmark Advisory Solutions
Massachusetts
$1.92M +$1.92M +5,514 New
KeyBank National Association
471
KeyBank National Association
Ohio
$1.91M -$495K -1,424 -21%
HNB
472
Huntington National Bank
Ohio
$1.9M +$20.2K +58 +1%
FCM
473
Fairbanks Capital Management
California
$1.9M -$43.1K -124 -2%
BCV
474
Banque Cantonale Vaudoise
Switzerland
$1.9M -$209K -600 -10%
TI
475
Tidal Investments
Wisconsin
$1.89M +$273K +784 +17%
17 18
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