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Moody's
MCO

Overview Fund Activity

1,093 hedge funds and large institutions have $67B invested in Moody's in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 361 increasing their positions, 416 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+65
Holders Change %
+6.32%
% of All Funds
16.02%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
0.67%
New
141
Increased
361
Reduced
416
Closed
64
Calls
$103M
Puts
$101M
Net Calls
+$1.58M
Net Calls Change
-$78.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.55B
2
TCI Fund Management
TCI Fund Management
United Kingdom
+$656M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$437M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$352M
5
AP
Altarock Partners
Florida
+$182M

Top Sellers

1
BlackRock
BlackRock
New York
-$301M
2
VAM
Veritas Asset Management
United Kingdom
-$250M
3
BCF
BLS Capital Fondsmaeglerselskab
Denmark
-$233M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$180M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTA
576
Washington Trust Advisors
Massachusetts
$1.04M -$3.91K -10 -0.4%
AWM
577
Avitas Wealth Management
California
$1.04M +$37.9K +97 +4%
OTL
578
Oak Thistle LLC
New York
$1.03M -$537K -1,375 -34%
AWP
579
Accretive Wealth Partners
New Jersey
$1.03M -$5.08K -13 -0.5%
DEA
580
DoubleLine ETF Adviser
Florida
$1.03M +$76.2K +195 +8%
HWMA
581
Heritage Wealth Management (Arizona)
Arizona
$1.02M +$1.02M +2,616 New
BIM
582
Bridges Investment Management
Nebraska
$1.02M – – –
AAP
583
Arax Advisory Partners
Colorado
$1.01M -$83.6K -214 -8%
HI
584
Horizon Investments
North Carolina
$1.01M +$583K +1,494 +136%
Balyasny Asset Management
585
Balyasny Asset Management
Illinois
$1.01M +$29.3K +75 +3%
MAS
586
Meeder Advisory Services
Ohio
$1.01M +$93K +238 +10%
MCM
587
MAI Capital Management
Ohio
$1M +$65.2K +167 +7%
CCM
588
Coldstream Capital Management
Washington
$1,000K +$5.08K +13 +0.5%
RWP
589
RWA Wealth Partners
Massachusetts
$996K +$996K +2,550 New
SSA
590
Schonfeld Strategic Advisors
New York
$992K +$992K +2,540 New
CAL
591
Capital Analysts LLC
Pennsylvania
$988K -$23.4K -60 -2%
BG
592
Bahl & Gaynor
Ohio
$987K -$3.91K -10 -0.4%
LSAG
593
Lake Street Advisors Group
New Hampshire
$984K +$984K +2,519 New
CIBC World Market
594
CIBC World Market
Ontario, Canada
$964K +$23.1K +59 +2%
TSWM
595
Triangle Securities Wealth Management
North Carolina
$959K – – –
AMG
596
Asset Management Group
Connecticut
$955K -$175K -447 -15%
SPIA
597
Steward Partners Investment Advisory
New York
$948K +$2.34K +6 +0.2%
PWA
598
Providence Wealth Advisors
Illinois
$939K +$939K +16,745 New
QI
599
Qtron Investments
Massachusetts
$936K – – –
WT
600
Whittier Trust
California
$931K -$4.69K -12 -0.5%
22 23
24
25 26