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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 %
SC
601
Sepio Capital
Utah
$1.37M +$949 +2 +0.1%
WPW
602
Waldron Private Wealth
Pennsylvania
$1.37M +$7.12K +15 +0.5%
DADC
603
D.A. Davidson & Co
Montana
$1.37M +$118K +248 +9%
ASN
604
Advisory Services Network
Georgia
$1.34M – – –
RWM
605
Rockline Wealth Management
New York
$1.33M +$107K +226 +9%
AWM
606
Avitas Wealth Management
California
$1.32M +$22.3K +47 +2%
OIS
607
Okabena Investment Services
Minnesota
$1.31M +$10.9K +23 +0.8%
QI
608
Qtron Investments
Massachusetts
$1.31M +$171K +361 +15%
EWM
609
Evermay Wealth Management
Virginia
$1.3M – – –
GLR
610
Great Lakes Retirement
Ohio
$1.3M +$39.9K +84 +3%
AI
611
AXS Investments
New York
$1.27M -$174K -366 -12%
MYAM
612
Meiji Yasuda Asset Management
Japan
$1.27M -$31.8K -67 -2%
EIP
613
Epoch Investment Partners
New York
$1.27M – – –
CC
614
Centiva Capital
New York
$1.25M -$1.48M -3,129 -54%
GM
615
GeoWealth Management
Illinois
$1.24M +$23.7K +50 +2%
PFP
616
Pinnacle Financial Partners
Tennessee
$1.23M -$307K -647 -20%
KFI
617
Key Financial Inc
Pennsylvania
$1.22M -$78.8K -166 -6%
BPA
618
Beacon Pointe Advisors
California
$1.22M -$60.7K -128 -5%
AWP
619
Accretive Wealth Partners
New Jersey
$1.22M -$13.3K -28 -1%
SPIA
620
Steward Partners Investment Advisory
New York
$1.21M +$17.6K +37 +1%
WTA
621
Washington Trust Advisors
Massachusetts
$1.21M – – –
ST
622
Smithfield Trust
Pennsylvania
$1.2M – – –
BG
623
Bahl & Gaynor
Ohio
$1.2M – – –
FHB
624
First Hawaiian Bank
Hawaii
$1.19M -$4.27K -9 -0.4%
CAL
625
Capital Analysts LLC
Pennsylvania
$1.18M -$23.7K -50 -2%
23 24
25
26 27