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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 %
EIP
576
Epoch Investment Partners
New York
$929K -$1.74K -5 -0.2%
RWA
577
Ropes Wealth Advisors
Massachusetts
$924K – – –
AWP
578
Accretive Wealth Partners
New Jersey
$911K +$39.6K +114 +5%
MMA
579
Miracle Mile Advisors
California
$906K -$30.3K -87 -3%
BIM
580
Bridges Investment Management
Nebraska
$904K – – –
CAL
581
Capital Analysts LLC
Pennsylvania
$901K +$8.7K +25 +1%
CCM
582
Coldstream Capital Management
Washington
$897K +$3.48K +10 +0.4%
BG
583
Bahl & Gaynor
Ohio
$894K -$65.4K -188 -7%
AWM
584
Avitas Wealth Management
California
$889K +$10.4K +30 +1%
VIA
585
Vident Investment Advisory
Georgia
$878K -$303K -872 -26%
CQS
586
Credential Qtrade Securities
$871K -$16K -46 -2%
Carson Wealth (CWM LLC)
587
Carson Wealth (CWM LLC)
Nebraska
$870K -$25K -72 -3%
TSWM
588
Triangle Securities Wealth Management
North Carolina
$861K -$5.22K -15 -0.6%
SPIA
589
Steward Partners Investment Advisory
New York
$856K -$3.48K -10 -0.4%
CPG
590
Cornerstone Planning Group
New Jersey
$856K +$856K +2,462 New
HFS
591
Hantz Financial Services
Michigan
$845K +$826K +2,376 +4,320%
WT
592
Whittier Trust
California
$836K -$144K -414 -15%
CTC
593
Central Trust Company
Missouri
$836K -$87.3K -251 -9%
MCM
594
MAI Capital Management
Ohio
$834K +$6.61K +19 +0.8%
IAA
595
Independent Advisor Alliance
North Carolina
$830K +$12.9K +37 +2%
LTAS
596
Linden Thomas Advisory Services
North Carolina
$823K +$138K +398 +20%
DEA
597
DoubleLine ETF Adviser
Florida
$806K +$84.5K +243 +12%
BPA
598
Beacon Pointe Advisors
California
$795K -$336K -967 -30%
CIBC World Market
599
CIBC World Market
Ontario, Canada
$788K +$1.04K +3 +0.1%
DT
600
Diversified Trust
Tennessee
$783K +$783K +2,253 New
22 23
24
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