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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 %
SCM
451
Sterling Capital Management
North Carolina
$2.98M +$2.98M +6,275 New
HNB
452
Huntington National Bank
Ohio
$2.98M +$283K +597 +11%
NW
453
NewEdge Wealth
Pennsylvania
$2.96M +$219K +461 +8%
SFI
454
Siemens Fonds Invest
Germany
$2.95M -$53.2K -112 -2%
KWM
455
Keebeck Wealth Management
Illinois
$2.88M -$52.7K -111 -2%
HT
456
Headlands Technologies
Illinois
$2.87M +$2.87M +6,046 New
WTC
457
WhitTier Trust Company
Nevada
$2.86M +$30.8K +65 +1%
TCOT
458
Trust Company of Toledo
Ohio
$2.86M -$342K -720 -11%
MGM
459
Miura Global Management
New York
$2.85M -$285K -600 -9%
AWS
460
Atria Wealth Solutions
New York
$2.81M -$84.5K -178 -3%
ACL
461
Applied Capital LLC
Florida
$2.81M -$26.6K -56 -0.9%
CAM
462
Chou Associates Management
Ontario, Canada
$2.8M – – –
ET
463
Entropy Technologies
New York
$2.79M +$2.79M +5,884 New
FCM
464
Fairbanks Capital Management
California
$2.77M +$142K +299 +5%
RHAM
465
Round Hill Asset Management
California
$2.77M -$8.26M -17,403 -75%
RFC
466
Regions Financial Corp
Alabama
$2.76M -$99.2K -209 -3%
RSWM
467
Robertson Stephens Wealth Management
California
$2.76M +$1.77M +3,734 +179%
PMAM
468
Picton Mahoney Asset Management
Ontario, Canada
$2.76M -$12.8M -26,889 -82%
QCM
469
Qsemble Capital Management
New York
$2.75M +$2.51M +5,283 +1,052%
CP
470
CenterBook Partners
Connecticut
$2.74M -$27.5K -58 -1%
RJT
471
Raymond James Trust
Florida
$2.72M +$1.4M +2,953 +106%
Jones Financial Companies
472
Jones Financial Companies
Missouri
$2.71M +$957K +2,021 +55%
OAC
473
OMERS Administration Corp
Ontario, Canada
$2.71M – – –
SC
474
Saturna Capital
Washington
$2.7M – – –
FCM
475
Fortis Capital Management
Washington
$2.68M +$163K +343 +6%
17 18
19
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