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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 %
PA
626
Profund Advisors
Maryland
$1.18M +$58.8K +124 +5%
RWP
627
RWA Wealth Partners
Massachusetts
$1.17M +$14.2K +30 +1%
PCIA
628
Prime Capital Investment Advisors
Kansas
$1.16M +$13.8K +29 +1%
AMG
629
Asset Management Group
Connecticut
$1.16M – – –
HI
630
Horizon Investments
North Carolina
$1.16M -$34.2K -72 -3%
SRL
631
Scientech Research LLC
New Jersey
$1.15M +$1.15M +2,432 New
DEA
632
DoubleLine ETF Adviser
Florida
$1.15M -$83.5K -176 -7%
BA
633
Ballast Advisors
Minnesota
$1.14M +$4.27K +9 +0.4%
UB
634
UMB Bank
Missouri
$1.14M -$123K -260 -10%
OC
635
Oppenheimer & Co
New York
$1.13M +$1.9K +4 +0.2%
PS
636
Principal Securities
Iowa
$1.13M -$246K -519 -18%
RAM
637
Redmond Asset Management
Virginia
$1.12M -$224K -473 -17%
FRM
638
Fox Run Management
Connecticut
$1.11M +$1.11M +2,335 New
TC
639
TownSquare Capital
Utah
$1.1M +$338K +712 +44%
HFO
640
Heritage Family Offices
Arizona
$1.09M -$475 -1 -0%
LSAG
641
Lake Street Advisors Group
New Hampshire
$1.08M -$77.3K -163 -7%
AG
642
AlTi Global
New York
$1.08M -$228K -481 -17%
LA
643
LVW Advisors
New York
$1.08M +$146K +308 +16%
CIM
644
Chiron Investment Management
New York
$1.07M +$1.07M +2,265 New
TSWM
645
Triangle Securities Wealth Management
North Carolina
$1.07M -$47.5K -100 -4%
EWA
646
Encompass Wealth Advisors
Oregon
$1.07M – – –
TSS
647
Two Sigma Securities
New York
$1.07M +$142K +299 +15%
SA
648
SRN Advisors
Pennsylvania
$1.06M -$45.1K -95 -4%
MCM
649
MAI Capital Management
Ohio
$1.05M -$250K -526 -19%
RCA
650
Roberts Capital Advisors
Colorado
$1.04M – – –
24 25
26
27 28