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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 %
RFC
451
Regions Financial Corp
Alabama
$1.94M -$59.8K -189 -3%
MIH
452
Meitav Investment House
Israel
$1.94M – – –
LI
453
LMCG Investments
Massachusetts
$1.93M – – –
CGIM
454
Capital Group Investment Management
Singapore
$1.92M – – –
MS
455
Maven Securities
Jersey
$1.92M +$1.92M +6,062 New
PP
456
Prudential plc
United Kingdom
$1.91M -$181K -574 -9%
CB
457
Commerce Bank
Missouri
$1.91M +$6.64K +21 +0.3%
GCM
458
Graham Capital Management
Connecticut
$1.9M -$701K -2,216 -27%
ECM
459
Exchange Capital Management
Michigan
$1.89M -$30.4K -96 -2%
AWS
460
Atria Wealth Solutions
New York
$1.89M +$111K +350 +6%
BAAM
461
Baker Avenue Asset Management
California
$1.89M +$26.9K +85 +1%
GT
462
Greenleaf Trust
Michigan
$1.86M +$83.5K +264 +5%
WTC
463
WhitTier Trust Company
Nevada
$1.86M – – –
MC
464
Machina Capital
France
$1.85M +$1.85M +5,865 New
TCA
465
Transcend Capital Advisors
New Jersey
$1.85M +$3.79K +12 +0.2%
KeyBank National Association
466
KeyBank National Association
Ohio
$1.84M +$97.4K +308 +6%
PVI
467
Pine Valley Investments
New Jersey
$1.84M +$252K +797 +16%
CA
468
Clearstead Advisors
Ohio
$1.83M +$928K +2,936 +103%
NW
469
NewEdge Wealth
Pennsylvania
$1.83M -$46.8K -148 -2%
SC
470
Saturna Capital
Washington
$1.8M – – –
Janney Montgomery Scott
471
Janney Montgomery Scott
Pennsylvania
$1.79M +$113K +356 +7%
DS
472
DRW Securities
Illinois
$1.79M +$930K +2,942 +108%
OIA
473
OneDigital Investment Advisors
Kansas
$1.77M +$279K +882 +19%
YIH
474
Y-Intercept (HK)
Hong Kong
$1.76M -$2.84M -8,992 -62%
KRSITF
475
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.76M -$31.9K -101 -2%
17 18
19
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