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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 %
SA
626
SRN Advisors
Pennsylvania
$976K – – –
LWCFA
627
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$969K -$9.05K -20 -0.9%
HWMA
628
Heritage Wealth Management (Arizona)
Arizona
$968K -$106K -253 -10%
HFO
629
Heritage Family Offices
Arizona
$968K +$968K +2,299 New
Millennium Management
630
Millennium Management
New York
$965K -$29.6M -70,276 -97%
EWA
631
Encompass Wealth Advisors
Oregon
$947K – – –
AF
632
Aviso Financial
Ontario, Canada
$947K +$947K +2,248 New
PI
633
PEAK6 Investments
Illinois
$940K +$939K +2,232 +111,600%
MCM
634
Maple Capital Management
Vermont
$928K – – –
1C
635
1623 Capital
Virginia
$926K -$6.99M -16,600 -88%
WPC
636
Wedmont Private Capital
Pennsylvania
$917K +$80.3K +180 +10%
Verition Fund Management
637
Verition Fund Management
Connecticut
$909K -$606K -1,440 -40%
RSWM
638
Robertson Stephens Wealth Management
California
$877K +$5.89K +14 +0.7%
LKIM
639
Lawson Kroeker Investment Management
Nebraska
$871K – – –
FC
640
FORA Capital
Florida
$870K +$449K +1,067 +107%
CTC
641
Central Trust Company
Missouri
$869K -$46.3K -110 -5%
VCA
642
Verdence Capital Advisors
Maryland
$864K -$13.9K -33 -2%
SL
643
Sentry LLC
Tennessee
$860K – – –
RCA
644
Roberts Capital Advisors
Colorado
$858K – – –
JWCA
645
J.W. Coons Advisors
Ohio
$857K +$77.9K +185 +10%
SCM
646
Stonebridge Capital Management
California
$842K – – –
SFA
647
Seneca Financial Advisors
New York
$842K -$42.1K -100 -5%
OFP
648
OLIO Financial Planning
Virginia
$830K – – –
LA
649
LVW Advisors
New York
$825K +$166K +394 +25%
Balyasny Asset Management
650
Balyasny Asset Management
Illinois
$821K -$45M -106,868 -98%
24 25
26
27 28