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Moody's
MCO

Overview Fund Activity

1,093 hedge funds and large institutions have $67B invested in Moody's in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 361 increasing their positions, 416 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+65
Holders Change %
+6.32%
% of All Funds
16.02%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
0.67%
New
141
Increased
361
Reduced
416
Closed
64
Calls
$103M
Puts
$101M
Net Calls
+$1.58M
Net Calls Change
-$78.3M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.04B
2
TCI Fund Management
2
TCI Fund Management
United Kingdom
$4.71B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.12B
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1B
5
AP
5
Altarock Partners
Florida
$317M

Top Sellers

1
BlackRock
1
BlackRock
New York
$5.05B
2
VAM
2
Veritas Asset Management
United Kingdom
$622M
3
BCF
3
BLS Capital Fondsmaeglerselskab
Denmark
$214M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$1.53B
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$222M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFCM
26
Valley Forge Capital Management
Florida
$476M – – –
Legal & General Group
27
Legal & General Group
United Kingdom
$476M +$20.8M +53,141 +5%
Deutsche Bank
28
Deutsche Bank
Germany
$473M +$32.2M +82,476 +7%
UBS AM
29
UBS AM
Illinois
$392M +$10.1M +25,784 +3%
Charles Schwab
30
Charles Schwab
California
$351M +$9.5M +24,335 +3%
Invesco
31
Invesco
Georgia
$342M +$19M +48,592 +6%
Brown Advisory
32
Brown Advisory
Maryland
$335M +$45.1M +115,359 +16%
Harris Associates
33
Harris Associates
Illinois
$318M -$28.4M -72,613 -8%
AP
34
Altarock Partners
Florida
$317M +$182M +466,201 +135%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$315M -$5.94M -15,203 -2%
Winslow Capital Management
36
Winslow Capital Management
Minnesota
$281M -$15.9M -40,665 -5%
AC
37
AKO Capital
United Kingdom
$278M -$7.28M -18,636 -3%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$273M -$8.05M -20,604 -3%
Nuveen Asset Management
39
Nuveen Asset Management
Illinois
$272M +$19M +48,590 +8%
Barclays
40
Barclays
United Kingdom
$269M +$107M +273,402 +66%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$265M +$5.6M +14,344 +2%
Amundi
42
Amundi
France
$251M -$85.3M -228,551 -25%
AIM
43
Allen Investment Management
New York
$250M +$25.1M +64,208 +11%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$241M +$151M +387,560 +169%
Franklin Resources
45
Franklin Resources
California
$225M -$12.2M -31,119 -5%
VOYA Investment Management
46
VOYA Investment Management
Georgia
$222M -$177M -452,501 -44%
BCF
47
BLS Capital Fondsmaeglerselskab
Denmark
$214M -$233M -595,693 -52%
DDC
48
DF Dent & Co
Maryland
$213M -$34.4M -88,172 -14%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$212M -$12.5M -32,121 -6%
Bank of America
50
Bank of America
North Carolina
$209M -$15M -38,520 -7%
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