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Moody's
MCO

Overview Fund Activity

1,028 hedge funds and large institutions have $53.1B invested in Moody's in 2023 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 376 increasing their positions, 345 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,028
Holders Change
+11
Holders Change %
+1.08%
% of All Funds
16.39%
Holding in Top 10
38
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-20.83%
% of All Funds
0.61%
New
90
Increased
376
Reduced
345
Closed
69
Calls
$205M
Puts
$125M
Net Calls
+$79.8M
Net Calls Change
+$65.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$362M
2
PAM
PineStone Asset Management
Quebec, Canada
+$359M
3
First Trust Advisors
First Trust Advisors
Illinois
+$161M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$154M
5
Jennison Associates
Jennison Associates
New York
+$136M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$178M
2
Marshall Wace
Marshall Wace
United Kingdom
-$177M
3
CF
Canoe Financial
Alberta, Canada
-$151M
4
Flossbach Von Storch
Flossbach Von Storch
Germany
-$141M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
601
Independent Advisor Alliance
North Carolina
$758K +$3.48K +11 +0.5%
MCM
602
MAI Capital Management
Ohio
$758K -$949 -3 -0.1%
QI
603
Qtron Investments
Massachusetts
$758K +$167K +528 +28%
WT
604
Whittier Trust
California
$757K -$3.16K -10 -0.4%
VCA
605
Verdence Capital Advisors
Maryland
$757K +$49.3K +156 +7%
HWAM
606
Hennion & Walsh Asset Management
New Jersey
$753K +$753K +2,382 New
DIM
607
Delta Investment Management
California
$751K +$61.6K +195 +9%
LWCFA
608
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$748K +$23.5K +72 +3%
FHB
609
First Hawaiian Bank
Hawaii
$747K +$327K +1,035 +78%
CTC
610
Central Trust Company
Missouri
$741K -$19K -60 -2%
MAS
611
Meeder Advisory Services
Ohio
$740K -$245K -776 -25%
HWM
612
HB Wealth Management
Georgia
$732K +$118K +373 +19%
FTDI
613
First Trust Direct Indexing
Massachusetts
$730K +$59.1K +187 +9%
AAM
614
Azzad Asset Management
Virginia
$726K +$31.6K +100 +5%
UH
615
Unigestion Holding
Switzerland
$716K +$95.9K +301 +15%
FMAEN1
616
Fund Management at Engine No 1
California
$714K +$64.5K +204 +10%
EWA
617
Encompass Wealth Advisors
Oregon
$711K – – –
MCM
618
Maple Capital Management
Vermont
$710K +$316K +1,000 +80%
TC
619
TownSquare Capital
Utah
$709K +$82.2K +260 +13%
CAMG
620
CWA Asset Management Group
Florida
$707K +$175K +555 +33%
GLR
621
Great Lakes Retirement
Ohio
$700K +$36K +114 +5%
BCWM
622
Bartlett & Co Wealth Management
Ohio
$695K – – –
BC
623
Bartlett & Co
Ohio
$695K – – –
CGL
624
Clarius Group LLC
Washington
$688K -$170K -538 -20%
FA
625
FDx Advisors
Illinois
$683K -$1.96M -6,216 -74%
23 24
25
26 27