MCO icon

Moody's
MCO

Overview Fund Activity

1,148 hedge funds and large institutions have $69.8B invested in Moody's in 2024 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 415 increasing their positions, 388 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,148
Holders Change
+26
Holders Change %
+2.32%
% of All Funds
16.7%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.63%
New
110
Increased
415
Reduced
388
Closed
70
Calls
$72.9M
Puts
$48.6M
Net Calls
+$24.4M
Net Calls Change
+$24.3M

Top Buyers

1
TCI Fund Management
TCI Fund Management
United Kingdom
+$441M
2
PAM
PineStone Asset Management
Quebec, Canada
+$195M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$194M
4
Jennison Associates
Jennison Associates
New York
+$172M
5
UBS AM
UBS AM
Illinois
+$139M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$335M
2
Harris Associates
Harris Associates
Illinois
-$194M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$191M
4
Barclays
Barclays
United Kingdom
-$97.9M
5
ACM
AKRE Capital Management
Virginia
-$97.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
601
Coldstream Capital Management
Washington
$1.08M +$4.21K +10 +0.4%
GM
602
GeoWealth Management
Illinois
$1.08M +$383K +909 +55%
WTA
603
Washington Trust Advisors
Massachusetts
$1.08M – – –
CAL
604
Capital Analysts LLC
Pennsylvania
$1.07M +$1.68K +4 +0.2%
ST
605
Smithfield Trust
Pennsylvania
$1.07M -$112K -268 -10%
BG
606
Bahl & Gaynor
Ohio
$1.06M – – –
IAA
607
Independent Advisor Alliance
North Carolina
$1.06M +$21K +50 +2%
SPIA
608
Steward Partners Investment Advisory
New York
$1.06M -$29.5K -70 -3%
FHB
609
First Hawaiian Bank
Hawaii
$1.06M +$58.1K +138 +6%
HI
610
Horizon Investments
North Carolina
$1.06M +$6.74K +16 +0.6%
HFA
611
Harbert Fund Advisors
Alabama
$1.05M -$316K -750 -23%
MADR
612
Milestones Administradora de Recursos
Brazil
$1.05M +$1.05M +2,500 New
BFEC
613
Benjamin F. Edwards & Company
Missouri
$1.05M +$171K +406 +20%
LSAG
614
Lake Street Advisors Group
New Hampshire
$1.03M -$45.9K -109 -4%
AMG
615
Asset Management Group
Connecticut
$1.03M – – –
RWP
616
RWA Wealth Partners
Massachusetts
$1.02M – – –
PCIA
617
Prime Capital Investment Advisors
Kansas
$1.02M +$15.2K +36 +2%
EAM
618
Empirical Asset Management
Massachusetts
$1.01M +$120K +284 +13%
BA
619
Ballast Advisors
Minnesota
$1.01M +$68.2K +162 +7%
QI
620
Qtron Investments
Massachusetts
$1.01M – – –
OC
621
Oppenheimer & Co
New York
$1M -$2.53K -6 -0.3%
SC
622
Savant Capital
Illinois
$1M -$45.5K -108 -4%
PA
623
Profund Advisors
Maryland
$993K -$23.6K -56 -2%
TSWM
624
Triangle Securities Wealth Management
North Carolina
$991K -$13.5K -32 -1%
LA
625
LBP AM
France
$988K -$972K -2,308 -50%
23 24
25
26 27