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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 %
Janney Montgomery Scott
476
Janney Montgomery Scott
Pennsylvania
$1.84M -$377K -1,084 -17%
LFAS
477
Level Four Advisory Services
Texas
$1.83M -$1.21M -3,473 -40%
AAF
478
Andra AP-fonden
Sweden
$1.81M -$34.8K -100 -2%
AG
479
AIA Group
Hong Kong
$1.8M +$690K +1,984 +62%
NGA
480
Naples Global Advisors
Florida
$1.78M -$55.3K -159 -3%
Bessemer Group
481
Bessemer Group
New Jersey
$1.76M +$527K +1,516 +43%
UCFA
482
United Capital Financial Advisors
Texas
$1.76M +$218K +627 +14%
LCM
483
Legato Capital Management
California
$1.75M – – –
BCM
484
Bayesian Capital Management
New York
$1.75M +$127K +365 +8%
EF
485
Empirical Finance
Pennsylvania
$1.74M +$201K +577 +13%
PVI
486
Pine Valley Investments
New Jersey
$1.74M +$535K +1,539 +44%
NMIMC
487
Northwestern Mutual Investment Management Company
Wisconsin
$1.73M +$8.35K +24 +0.5%
ISL
488
Ingalls & Snyder LLC
New York
$1.7M – – –
VIM
489
Vinva Investment Management
Australia
$1.69M -$234K -680 -12%
Parallax Volatility Advisers
490
Parallax Volatility Advisers
California
$1.68M +$1.68M +4,830 New
OIA
491
OneDigital Investment Advisors
Kansas
$1.64M +$1.37M +3,928 +504%
BFC
492
Blue Fin Capital
Rhode Island
$1.62M +$6.61K +19 +0.4%
LWA
493
Lineweaver Wealth Advisors
Ohio
$1.61M – – –
AWA
494
Arete Wealth Advisors
Illinois
$1.61M -$133K -382 -8%
RPC
495
Rossmore Private Capital
Connecticut
$1.6M – – –
CG
496
Cynosure Group
Utah
$1.59M +$1.59M +4,579 New
Simplex Trading
497
Simplex Trading
Illinois
$1.58M +$1.58M +4,543 New
WIA
498
Westbourne Investment Advisors
Maryland
$1.58M -$26.1K -75 -2%
WSFS
499
Wilmington Savings Fund Society
Delaware
$1.54M – – –
MA
500
MCF Advisors
Kentucky
$1.53M -$136K -390 -8%
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