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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 %
MNBTD
651
Moody National Bank Trust Division
Texas
$592K – – –
Dodge & Cox
652
Dodge & Cox
California
$592K – – –
RWM
653
Ritholtz Wealth Management
New York
$588K -$1.39K -4 -0.2%
BTWM
654
Baker Tilly Wealth Management
Wisconsin
$586K -$14.3K -41 -2%
DTL
655
Dynamic Technology Lab
Singapore
$585K +$585K +1,682 New
CAMG
656
CWA Asset Management Group
Florida
$585K +$151K +433 +35%
NAM
657
NorthCrest Asset Manangement
Minnesota
$584K +$1.39K +4 +0.2%
PGIM
658
Pacific Global Investment Management
California
$577K -$3.83K -11 -0.7%
CF
659
Centaurus Financial
California
$577K +$577K +1,660 New
CIA
660
Choate Investment Advisors
Massachusetts
$570K +$3.48K +10 +0.6%
IFWM
661
Institute for Wealth Management
Colorado
$566K -$19.8K -57 -3%
MYAM
662
Meiji Yasuda Asset Management
Japan
$561K -$6.96K -20 -1%
DWT
663
Dorsey & Whitney Trust
South Dakota
$557K +$202K +581 +57%
ST
664
Spinnaker Trust
Maine
$551K – – –
SVWAG
665
Sound View Wealth Advisors Group
Georgia
$539K -$5.22K -15 -1%
CRC
666
Curi RMB Capital
Illinois
$538K +$695 +2 +0.1%
BBA
667
Baader Bank Aktiengesellschaft
Germany
$537K +$17.2K +50 +3%
CRWM
668
Castle Rock Wealth Management
California
$535K – – –
Empower Advisory Group
669
Empower Advisory Group
Colorado
$533K -$3.13K -9 -0.6%
OC
670
Oppenheimer & Co
New York
$530K +$108K +311 +26%
BW
671
Bison Wealth
Georgia
$526K +$60.9K +175 +13%
BDA
672
Borer Denton & Associates
Pennsylvania
$523K – – –
CFGS
673
Concourse Financial Group Securities
Alabama
$521K +$13.6K +39 +3%
BHWM
674
Bar Harbor Wealth Management
New Hampshire
$517K – – –
EI
675
Ellevest Inc
New York
$514K +$7.65K +22 +2%
25 26
27
28 29