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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 %
DBRC
626
D.B. Root & Company
Pennsylvania
$689K +$35.8K +103 +5%
CI
627
Cigna Investments
Connecticut
$681K +$4.17K +12 +0.6%
HWM
628
HB Wealth Management
Georgia
$675K +$53.5K +154 +9%
UH
629
Unigestion Holding
Switzerland
$671K -$140K -407 -17%
RA
630
Riversedge Advisors
Delaware
$665K – – –
VFA
631
Valeo Financial Advisors
Indiana
$661K +$37.6K +108 +6%
FNA
632
First National Advisers
Nebraska
$659K +$696 +2 +0.1%
PIMG
633
Patriot Investment Management Group
Tennessee
$657K – – –
IA
634
IFP Advisors
Florida
$654K +$4.52K +13 +0.7%
PA
635
Profund Advisors
Maryland
$653K -$10.1K -29 -2%
JAFL
636
Jay A. Fishman Ltd
Michigan
$652K – – –
AIP
637
Ameritas Investment Partners
Nebraska
$651K -$24.3K -70 -4%
QI
638
Qtron Investments
Massachusetts
$650K +$650K +1,868 New
HI
639
HBK Investments
Texas
$649K +$649K +1,867 New
RMCM
640
Reynders McVeigh Capital Management
Massachusetts
$643K +$9.74K +28 +2%
TAM
641
Trust Asset Management
Texas
$633K – – –
PCM
642
Penserra Capital Management
California
$629K +$340K +981 +118%
JWCA
643
J.W. Cole Advisors
Florida
$616K +$9.04K +26 +1%
MFC
644
Morris Financial Concepts
South Carolina
$614K – – –
BL
645
Balentine LLC
Georgia
$612K +$2.09K +6 +0.3%
BBHC
646
Brown Brothers Harriman & Co
New York
$611K -$226K -651 -27%
HNWAG
647
High Net Worth Advisory Group
Florida
$606K – – –
SP
648
Symmetry Partners
Connecticut
$606K – – –
WKWM
649
Walter & Keenan Wealth Management
Indiana
$599K – – –
FRM
650
Fox Run Management
Connecticut
$598K +$598K +1,719 New
24 25
26
27 28