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Moody's
MCO

Overview Fund Activity

1,147 hedge funds and large institutions have $69.8B invested in Moody's in 2024 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 414 increasing their positions, 388 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,147
Holders Change
+26
Holders Change %
+2.32%
% of All Funds
16.69%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.63%
New
110
Increased
414
Reduced
388
Closed
70
Calls
$72.9M
Puts
$48.6M
Net Calls
+$24.4M
Net Calls Change
+$24.3M

Top Buyers

1
TCI Fund Management
1
TCI Fund Management
United Kingdom
$5.58B
2
PAM
2
PineStone Asset Management
Quebec, Canada
$605M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.47B
4
Jennison Associates
4
Jennison Associates
New York
$801M
5
UBS AM
5
UBS AM
Illinois
$563M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$1.02B
2
Harris Associates
2
Harris Associates
Illinois
$129M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$1.4B
4
Barclays
4
Barclays
United Kingdom
$162M
5
ACM
5
AKRE Capital Management
Virginia
$1.78B
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
26
Principal Financial Group
Iowa
$537M -$55.8M -132,626 -9%
VFCM
27
Valley Forge Capital Management
Florida
$513M – – –
Invesco
28
Invesco
Georgia
$476M +$20.4M +48,578 +4%
AP
29
Altarock Partners
Florida
$458M +$121M +286,945 +36%
AIM
30
Allen Investment Management
New York
$422M +$45.7M +108,632 +12%
Charles Schwab
31
Charles Schwab
California
$401M +$12.7M +30,097 +3%
Deutsche Bank
32
Deutsche Bank
Germany
$394M -$15M -35,522 -4%
VAM
33
Veritas Asset Management
United Kingdom
$394M -$72.3M -171,701 -16%
Neuberger Berman Group
34
Neuberger Berman Group
New York
$371M +$37.5M +89,058 +11%
Brown Advisory
35
Brown Advisory
Maryland
$361M +$9.43M +22,397 +3%
Nuveen Asset Management
36
Nuveen Asset Management
Illinois
$352M +$39.5M +93,861 +13%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$328M +$2.38M +5,664 +0.7%
AC
38
AKO Capital
United Kingdom
$314M +$14.3M +34,011 +5%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$297M +$28.9M +68,563 +11%
Bank of America
40
Bank of America
North Carolina
$257M +$644K +1,531 +0.3%
Mitsubishi UFJ Asset Management
41
Mitsubishi UFJ Asset Management
Japan
$252M +$16.8M +39,853 +7%
VOYA Investment Management
42
VOYA Investment Management
Georgia
$252M +$12.8M +30,316 +5%
T. Rowe Price Associates
43
T. Rowe Price Associates
Maryland
$249M +$75M +178,109 +43%
Franklin Resources
44
Franklin Resources
California
$242M +$18.2M +43,216 +8%
DDC
45
DF Dent & Co
Maryland
$219M -$7.27M -17,281 -3%
MA
46
Marshfield Associates
District of Columbia
$218M +$1.06M +2,512 +0.5%
Amundi
47
Amundi
France
$205M -$12.2M -28,683 -6%
CCM
48
Cantillon Capital Management
New York
$204M -$10.4M -24,789 -5%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$204M -$15.7M -37,347 -7%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$196M +$944K +2,239 +0.5%
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