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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 %
EWA
601
Encompass Wealth Advisors
Oregon
$782K – – –
VCA
602
Verdence Capital Advisors
Maryland
$778K -$120K -344 -13%
LWCFA
603
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$771K -$137K -395 -15%
BC
604
Bartlett & Co
Ohio
$765K – – –
CAM
605
Cozad Asset Management
Illinois
$765K -$41.7K -120 -5%
BCWM
606
Bartlett & Co Wealth Management
Ohio
$765K – – –
AAM
607
Azzad Asset Management
Virginia
$764K +$8.69K +25 +1%
DIM
608
Delta Investment Management
California
$758K -$46.2K -133 -6%
PCS
609
Personal CFO Solutions
New Jersey
$757K +$7.3K +21 +1%
FTDI
610
First Trust Direct Indexing
Massachusetts
$738K +$36.5K +105 +5%
SFI
611
Siemens Fonds Invest
Germany
$738K – – –
ETC
612
Exchange Traded Concepts
Oklahoma
$738K -$264K -758 -26%
JIC
613
Johnson Investment Counsel
Ohio
$733K -$10.8K -31 -1%
SW
614
SVB Wealth
Massachusetts
$731K -$145K -418 -17%
PA
615
PFG Advisors
Arizona
$731K – – –
SFA
616
Seneca Financial Advisors
New York
$730K – – –
GLR
617
Great Lakes Retirement
Ohio
$730K +$10.1K +29 +1%
MWM
618
Mission Wealth Management
California
$728K -$107K -309 -13%
LKIM
619
Lawson Kroeker Investment Management
Nebraska
$720K – – –
FMAEN1
620
Fund Management at Engine No 1
California
$714K +$49.7K +143 +7%
SL
621
Sentry LLC
Tennessee
$710K – – –
ECM
622
Evergreen Capital Management
Washington
$707K +$41K +118 +6%
SCM
623
Stonebridge Capital Management
California
$695K – – –
BC
624
Bridgefront Capital
Texas
$691K +$691K +1,987 New
TC
625
TownSquare Capital
Utah
$689K +$305K +876 +79%
23 24
25
26 27