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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 %
AI
526
AXS Investments
New York
$1.17M -$8.22K -26 -0.7%
LRIC
527
Long Road Investment Counsel
Michigan
$1.16M – – –
S
528
SignatureFD
Georgia
$1.16M +$30.7K +97 +3%
SC
529
Sepio Capital
Utah
$1.15M -$2.28M -7,202 -67%
VI
530
Vestcor Inc
New Brunswick, Canada
$1.14M -$89.8K -284 -7%
VPI
531
Value Partners Investments
Manitoba, Canada
$1.14M +$82.9K +261 +8%
Impax Asset Management Group
532
Impax Asset Management Group
United Kingdom
$1.13M -$55.3K -175 -5%
SIM
533
Sterling Investment Management
Arizona
$1.13M +$1.13M +3,586 New
BFG
534
Bleakley Financial Group
New Jersey
$1.13M -$101K -319 -8%
SS
535
Simplicity Solutions
Minnesota
$1.13M -$101K -318 -8%
TC
536
Telemus Capital
Michigan
$1.13M -$670K -2,119 -37%
RAM
537
Redmond Asset Management
Virginia
$1.12M -$47.4K -150 -4%
FCM
538
Fortis Capital Management
Washington
$1.12M +$121K +383 +12%
ET
539
Equitable Trust
Tennessee
$1.11M – – –
WP
540
WealthSource Partners
California
$1.11M +$9.49K +30 +0.9%
GLAM
541
Gardner Lewis Asset Management
Pennsylvania
$1.11M +$139K +439 +14%
QCM
542
Quantinno Capital Management
New York
$1.11M +$121K +384 +12%
WPW
543
Waldron Private Wealth
Pennsylvania
$1.1M -$1.58K -5 -0.1%
BRWA
544
B. Riley Wealth Advisors
Florida
$1.1M -$93K -294 -8%
FNA
545
First National Advisers
Nebraska
$1.09M +$491K +1,552 +82%
SFI
546
Siemens Fonds Invest
Germany
$1.09M +$412K +1,304 +61%
DT
547
Diversified Trust
Tennessee
$1.09M +$374K +1,183 +53%
CCG
548
Cypress Capital Group
Florida
$1.08M -$20.6K -65 -2%
DC
549
Davenport & Co
Virginia
$1.07M +$76.8K +243 +8%
PFP
550
Pinnacle Financial Partners
Tennessee
$1.05M -$16.4K -52 -2%
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