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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 %
FWCM
551
Ferguson Wellman Capital Management
Oregon
$1.76M -$149K -315 -8%
HAG
552
HighPoint Advisor Group
Illinois
$1.75M +$7.76K +17 +0.4%
MSAM
553
Moloney Securities Asset Management
Missouri
$1.75M +$314K +661 +22%
LRIC
554
Long Road Investment Counsel
Michigan
$1.75M – – –
BPAMU
555
BTG Pactual Asset Management US
New York
$1.69M +$1.69M +3,562 New
KIA
556
Knollwood Investment Advisory
Maryland
$1.69M – – –
PAG
557
Private Advisor Group
New Jersey
$1.68M +$46.5K +98 +3%
BRWA
558
B. Riley Wealth Advisors
Florida
$1.68M +$3.31K +7 +0.2%
BBHC
559
Brown Brothers Harriman & Co
New York
$1.65M +$817K +1,722 +98%
BFG
560
Bleakley Financial Group
New Jersey
$1.65M +$44.1K +93 +3%
CFG
561
Citizens Financial Group
Rhode Island
$1.65M -$177K -372 -10%
CL
562
Choreo LLC
Illinois
$1.64M +$242K +513 +17%
BG
563
Bollard Group
Massachusetts
$1.61M – – –
SA
564
Shilanski & Associates
Alaska
$1.61M +$66.9K +141 +4%
AAP
565
Arax Advisory Partners
Colorado
$1.59M -$29.9K -63 -2%
CCMG
566
Clark Capital Management Group
Pennsylvania
$1.58M +$2.85K +6 +0.2%
HFS
567
Hantz Financial Services
Michigan
$1.58M +$63.1K +133 +4%
CCG
568
Cypress Capital Group
Florida
$1.58M +$3.8K +8 +0.2%
VI
569
Vestcor Inc
New Brunswick, Canada
$1.54M – – –
SFA
570
Sequoia Financial Advisors
Ohio
$1.53M -$196K -412 -11%
CCM
571
Cinctive Capital Management
New York
$1.52M +$1.52M +3,207 New
Bank Julius Baer & Co
572
Bank Julius Baer & Co
Switzerland
$1.51M -$98.4K -175 -6%
HPC
573
HM Payson & Co
Maine
$1.51M +$475 +1 +0%
BIM
574
Bridges Investment Management
Nebraska
$1.5M -$33.2K -70 -2%
GEM
575
Global Endowment Management
North Carolina
$1.49M -$275K -579 -16%
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