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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 %
CFG
501
Citizens Financial Group
Rhode Island
$1.5M -$198K -568 -12%
ICM
502
IMS Capital Management
Oregon
$1.5M +$10.4K +30 +0.7%
LA
503
LBP AM
France
$1.48M -$6.64M -19,085 -82%
MFAM
504
Motley Fool Asset Management
Virginia
$1.48M +$1.48M +4,250 New
RB
505
Rodgers Brothers
Pennsylvania
$1.47M +$516K +1,485 +54%
FWCM
506
Ferguson Wellman Capital Management
Oregon
$1.45M -$4.17K -12 -0.3%
TSS
507
Two Sigma Securities
New York
$1.44M +$1.01M +2,919 +239%
ESB
508
Essex Savings Bank
Connecticut
$1.44M +$33K +95 +2%
EF
509
Empowered Funds
Pennsylvania
$1.43M -$33.4K -96 -2%
EST
510
EA Series Trust
Pennsylvania
$1.43M +$1.43M +4,105 New
ECM
511
Everence Capital Management
Indiana
$1.41M – – –
VST
512
Van Strum & Towne
California
$1.39M – – –
Cambridge Investment Research Advisors
513
Cambridge Investment Research Advisors
Iowa
$1.39M -$48K -138 -3%
LA
514
Legacy Advisors
Pennsylvania
$1.38M +$206K +592 +18%
Northwestern Mutual Wealth Management
515
Northwestern Mutual Wealth Management
Wisconsin
$1.38M +$351K +1,009 +34%
TYCC
516
Texas Yale Capital Corp
Florida
$1.37M – – –
BFG
517
Bleakley Financial Group
New Jersey
$1.36M +$88K +253 +7%
SS
518
Simplicity Solutions
Minnesota
$1.36M +$87.3K +251 +7%
VI
519
Vestcor Inc
New Brunswick, Canada
$1.35M -$3.48K -10 -0.3%
GAM
520
Gotham Asset Management
New York
$1.35M -$73K -210 -5%
KFP
521
KB Financial Partners
New Jersey
$1.34M +$1.27M +3,655 +1,766%
WJWM
522
Williams Jones Wealth Management
New York
$1.34M -$6.26K -18 -0.5%
Impax Asset Management Group
523
Impax Asset Management Group
United Kingdom
$1.31M -$52.5K -151 -4%
BRWA
524
B. Riley Wealth Advisors
Florida
$1.31M +$20.2K +58 +2%
CA
525
Cetera Advisors
Colorado
$1.3M +$34.4K +99 +3%
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