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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 %
MA
476
MCF Advisors
Kentucky
$2.67M +$2.37K +5 +0.1%
OAM
477
Ostrum Asset Management
France
$2.66M -$376K -792 -12%
LI
478
LMCG Investments
Massachusetts
$2.65M – – –
CAPTRUST Financial Advisors
479
CAPTRUST Financial Advisors
North Carolina
$2.6M -$818K -1,723 -24%
TCA
480
Transcend Capital Advisors
New Jersey
$2.6M +$475 +1 +0%
IMCOOI
481
Investment Management Corp of Ontario (IMCO)
Canada
$2.59M +$807K +1,700 +45%
EF
482
Empirical Finance
Pennsylvania
$2.59M +$56.5K +119 +2%
A
483
AlphaQuest
New York
$2.58M +$2.58M +5,442 New
Walleye Capital
484
Walleye Capital
New York
$2.57M -$17M -35,749 -87%
SIM
485
Sterling Investment Management
Arizona
$2.56M -$150K -317 -6%
WSFS
486
Wilmington Savings Fund Society
Delaware
$2.56M +$580K +1,222 +29%
TRCT
487
Tower Research Capital (TRC)
New York
$2.5M -$80.7K -170 -3%
VAS
488
Vestmark Advisory Solutions
Massachusetts
$2.5M +$14.7K +31 +0.6%
AWA
489
Arete Wealth Advisors
Illinois
$2.5M +$18.5K +39 +0.7%
Cambridge Investment Research Advisors
490
Cambridge Investment Research Advisors
Iowa
$2.48M -$2.1M -4,427 -46%
NO
491
Ninety One
South Africa
$2.45M -$1.34M -2,823 -35%
EP
492
Edgestream Partners
New Jersey
$2.45M +$2.2M +4,638 +890%
BCV
493
Banque Cantonale Vaudoise
Switzerland
$2.43M -$1.38M -2,915 -36%
ECM
494
Exchange Capital Management
Michigan
$2.4M -$137K -289 -5%
NGA
495
Naples Global Advisors
Florida
$2.4M +$3.8K +8 +0.2%
VA
496
Vident Advisory
Georgia
$2.39M -$1.45M -3,046 -38%
DT
497
Diversified Trust
Tennessee
$2.37M +$11.9K +25 +0.5%
TWC
498
TD Waterhouse Canada
Ontario, Canada
$2.37M +$497K +1,054 +27%
NMIMC
499
Northwestern Mutual Investment Management Company
Wisconsin
$2.36M -$15.7K -33 -0.7%
MC
500
Machina Capital
France
$2.33M +$2.33M +4,915 New
18 19
20
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