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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
Morgan Stanley
New York
+$1.55B
2
TCI Fund Management
TCI Fund Management
United Kingdom
+$656M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$437M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$352M
5
AP
Altarock Partners
Florida
+$182M

Top Sellers

1
BlackRock
BlackRock
New York
-$301M
2
VAM
Veritas Asset Management
United Kingdom
-$250M
3
BCF
BLS Capital Fondsmaeglerselskab
Denmark
-$233M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$180M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNA
476
First National Advisers
Nebraska
$1.9M +$554K +1,417 +41%
Northwestern Mutual Wealth Management
477
Northwestern Mutual Wealth Management
Wisconsin
$1.89M +$316K +808 +20%
PA
478
Parallel Advisors
California
$1.88M +$9.37K +24 +0.5%
SIA
479
SkyView Investment Advisors
New Jersey
$1.88M -$71.1K -182 -4%
DT
480
Diversified Trust
Tennessee
$1.87M +$532K +1,363 +40%
BHCM
481
Brevan Howard Capital Management
Jersey
$1.87M +$1.25M +3,192 +201%
BFC
482
Blue Fin Capital
Rhode Island
$1.86M -$2.73K -7 -0.1%
SFA
483
Sequoia Financial Advisors
Ohio
$1.85M +$692K +1,773 +60%
EF
484
Empowered Funds
Pennsylvania
$1.83M -$2.86M -7,315 -61%
LWA
485
Lineweaver Wealth Advisors
Ohio
$1.81M – – –
RPC
486
Rossmore Private Capital
Connecticut
$1.8M – – –
GCM
487
Graham Capital Management
Connecticut
$1.76M -$594K -1,522 -25%
ECM
488
Everence Capital Management
Indiana
$1.75M -$395K -1,010 -18%
SIM
489
Sterling Investment Management
Arizona
$1.74M +$343K +878 +24%
Bessemer Group
490
Bessemer Group
New Jersey
$1.74M -$108K -276 -6%
Credit Agricole
491
Credit Agricole
France
$1.74M +$1.16M +2,969 +200%
AWM
492
Apollon Wealth Management
South Carolina
$1.74M +$585K +1,499 +51%
Cambridge Investment Research Advisors
493
Cambridge Investment Research Advisors
Iowa
$1.73M +$48.4K +124 +3%
IFU
494
iSAM Funds (UK)
United Kingdom
$1.72M +$1.72M +4,408 New
BPA
495
Beacon Pointe Advisors
California
$1.69M -$112K -287 -6%
DWM
496
Darwin Wealth Management
Florida
$1.68M -$2.12M -5,425 -56%
BF
497
BOK Financial
Oklahoma
$1.68M -$78.1K -200 -4%
ICM
498
IMS Capital Management
Oregon
$1.66M -$29.3K -75 -2%
RB
499
Rodgers Brothers
Pennsylvania
$1.65M +$1.17K +3 +0.1%
FWCM
500
Ferguson Wellman Capital Management
Oregon
$1.63M +$1.17K +3 +0.1%
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