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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 %
PAS
576
Park Avenue Securities
New York
$1.49M +$61.7K +130 +4%
VSQM
577
V-Square Quantitative Management
Illinois
$1.49M +$45.1K +95 +3%
BEI
578
Benjamin Edwards Inc
Missouri
$1.48M +$1.45M +3,053 +4,300%
ET
579
Equitable Trust
Tennessee
$1.48M -$60.3K -127 -4%
HBT
580
Hills Bank & Trust
Iowa
$1.48M – – –
Carson Wealth (CWM LLC)
581
Carson Wealth (CWM LLC)
Nebraska
$1.48M -$42.7K -90 -3%
IIC
582
Ironwood Investment Counsel
Arizona
$1.47M – – –
DF
583
Donoghue Forlines
Massachusetts
$1.46M +$1.46M +3,082 New
EAM
584
Empirical Asset Management
Massachusetts
$1.45M +$308K +648 +27%
SC
585
Savant Capital
Illinois
$1.45M +$320K +674 +28%
AIM
586
Anchor Investment Management
South Carolina
$1.45M – – –
AAS
587
Avantax Advisory Services
Texas
$1.45M +$180K +380 +14%
IFU
588
iSAM Funds (UK)
United Kingdom
$1.44M +$797K +1,679 +123%
CAMG
589
CWA Asset Management Group
Florida
$1.43M +$1.43M +3,021 New
CTC
590
Central Trust Company
Missouri
$1.43M +$452K +953 +46%
WIA
591
Westbourne Investment Advisors
Maryland
$1.43M -$47.5K -100 -3%
LWA
592
Lineweaver Wealth Advisors
Ohio
$1.43M +$3.32K +7 +0.2%
IAA
593
Independent Advisor Alliance
North Carolina
$1.42M +$225K +475 +19%
MAM
594
Mystic Asset Management
Rhode Island
$1.42M – – –
ECM
595
Evergreen Capital Management
Washington
$1.41M +$538K +1,134 +62%
HWM
596
HB Wealth Management
Georgia
$1.41M +$66.4K +140 +5%
TPCW
597
TD Private Client Wealth
New York
$1.39M +$1.24M +2,617 +828%
MFG
598
Monte Financial Group
Connecticut
$1.39M – – –
BHCM
599
Brevan Howard Capital Management
Jersey
$1.38M +$1.38M +2,904 New
CCM
600
Coldstream Capital Management
Washington
$1.38M +$154K +324 +13%
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