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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 %
AWM
526
Angeles Wealth Management
California
$1.3M +$10.1K +29 +0.8%
AI
527
AXS Investments
New York
$1.3M -$61.5K -177 -5%
AFS
528
Aft Forsyth & Sober
Florida
$1.3M – – –
RAM
529
Redmond Asset Management
Virginia
$1.29M -$29.6K -85 -2%
LRIC
530
Long Road Investment Counsel
Michigan
$1.28M – – –
S
531
SignatureFD
Georgia
$1.24M +$91.1K +262 +8%
ET
532
Equitable Trust
Tennessee
$1.23M -$177K -510 -13%
WP
533
WealthSource Partners
California
$1.21M +$1.21M +3,492 New
CCG
534
Cypress Capital Group
Florida
$1.21M -$79.3K -228 -6%
AssetMark Inc
535
AssetMark Inc
California
$1.21M +$7.65K +22 +0.6%
WPW
536
Waldron Private Wealth
Pennsylvania
$1.21M +$5.56K +16 +0.5%
AWM
537
Apollon Wealth Management
South Carolina
$1.2M +$27.8K +80 +2%
EIM
538
Essex Investment Management
Massachusetts
$1.18M +$446K +1,282 +61%
AMG
539
Asset Management Group
Connecticut
$1.17M – – –
PFP
540
Pinnacle Financial Partners
Tennessee
$1.17M +$46.6K +134 +4%
VPI
541
Value Partners Investments
Manitoba, Canada
$1.15M +$41.1K +118 +4%
HBT
542
Hills Bank & Trust
Iowa
$1.15M – – –
CCMG
543
Clark Capital Management Group
Pennsylvania
$1.14M +$8K +23 +0.7%
FCM
544
Fortis Capital Management
Washington
$1.1M +$30.6K +88 +3%
BWA
545
Brave Warrior Advisors
New York
$1.1M – – –
DC
546
Davenport & Co
Virginia
$1.09M -$56.3M -161,903 -98%
Bank Julius Baer & Co
547
Bank Julius Baer & Co
Switzerland
$1.09M -$20.5K -59 -2%
AIM
548
Anchor Investment Management
South Carolina
$1.08M – – –
MAS
549
Meeder Advisory Services
Ohio
$1.08M +$78.6K +226 +8%
QCM
550
Quantinno Capital Management
New York
$1.08M +$168K +483 +18%
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