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Moody's
MCO

Overview Fund Activity

1,028 hedge funds and large institutions have $53.1B invested in Moody's in 2023 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 376 increasing their positions, 345 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,028
Holders Change
+11
Holders Change %
+1.08%
% of All Funds
16.39%
Holding in Top 10
38
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-20.83%
% of All Funds
0.61%
New
90
Increased
376
Reduced
345
Closed
69
Calls
$205M
Puts
$125M
Net Calls
+$79.8M
Net Calls Change
+$65.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$362M
2
PAM
PineStone Asset Management
Quebec, Canada
+$359M
3
First Trust Advisors
First Trust Advisors
Illinois
+$161M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$154M
5
Jennison Associates
Jennison Associates
New York
+$136M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$178M
2
Marshall Wace
Marshall Wace
United Kingdom
-$177M
3
CF
Canoe Financial
Alberta, Canada
-$151M
4
Flossbach Von Storch
Flossbach Von Storch
Germany
-$141M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSFS
501
Wilmington Savings Fund Society
Delaware
$1.4M – – –
SG Americas Securities
502
SG Americas Securities
New York
$1.39M -$3.78M -11,962 -73%
BF
503
BOK Financial
Oklahoma
$1.38M +$462K +1,501 +50%
ICM
504
IMS Capital Management
Oregon
$1.36M +$1.58K +5 +0.1%
Cambridge Investment Research Advisors
505
Cambridge Investment Research Advisors
Iowa
$1.36M +$102K +322 +8%
WIA
506
Westbourne Investment Advisors
Maryland
$1.35M -$86.9K -275 -6%
RB
507
Rodgers Brothers
Pennsylvania
$1.34M +$1.27K +4 +0.1%
FWCM
508
Ferguson Wellman Capital Management
Oregon
$1.32M +$1.27K +4 +0.1%
ESB
509
Essex Savings Bank
Connecticut
$1.31M +$1.9K +6 +0.1%
LA
510
Legacy Advisors
Pennsylvania
$1.3M +$43.3K +137 +3%
LFAS
511
Level Four Advisory Services
Texas
$1.29M -$378K -1,196 -23%
AssetMark Inc
512
AssetMark Inc
California
$1.28M +$182K +577 +17%
Northwestern Mutual Wealth Management
513
Northwestern Mutual Wealth Management
Wisconsin
$1.28M +$22.4K +71 +2%
OTL
514
Oak Thistle LLC
New York
$1.27M +$1.27M +4,023 New
VST
515
Van Strum & Towne
California
$1.26M – – –
VA
516
Vident Advisory
Georgia
$1.26M +$1.26M +3,984 New
TYCC
517
Texas Yale Capital Corp
Florida
$1.24M – – –
KFP
518
KB Financial Partners
New Jersey
$1.23M +$8.85K +28 +0.7%
CFG
519
Citizens Financial Group
Rhode Island
$1.22M -$139K -440 -10%
WJWM
520
Williams Jones Wealth Management
New York
$1.22M – – –
GS
521
GTS Securities
New York
$1.2M +$1.2M +3,784 New
CA
522
Cetera Advisors
Colorado
$1.19M +$10.1K +32 +0.9%
AWM
523
Angeles Wealth Management
California
$1.18M +$6.64K +21 +0.6%
GAM
524
Gotham Asset Management
New York
$1.18M -$44.6K -141 -4%
AFS
525
Aft Forsyth & Sober
Florida
$1.18M – – –
19 20
21
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