MCO icon

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 %
MCM
651
Maple Capital Management
Vermont
$1.04M -$10.9K -23 -1%
VWM
652
Venturi Wealth Management
Texas
$1.03M +$316K +665 +44%
HFA
653
Harbert Fund Advisors
Alabama
$1.02M -$166K -350 -14%
Simplex Trading
654
Simplex Trading
Illinois
$1.01M +$1.01M +2,121 New
LWCFA
655
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$996K -$4.2K -9 -0.4%
KA
656
Kerrisdale Advisers
Florida
$986K -$3.19M -6,716 -76%
AssetMark Inc
657
AssetMark Inc
California
$983K +$65.5K +138 +7%
LKIM
658
Lawson Kroeker Investment Management
Nebraska
$982K – – –
WPC
659
Wedmont Private Capital
Pennsylvania
$978K +$37.1K +81 +4%
MFG
660
Merit Financial Group
Georgia
$974K -$620K -1,307 -39%
JWCA
661
J.W. Coons Advisors
Ohio
$971K +$5.22K +11 +0.5%
SL
662
Sentry LLC
Tennessee
$969K – – –
SCM
663
Stonebridge Capital Management
California
$949K – – –
VCA
664
Verdence Capital Advisors
Maryland
$946K -$27.5K -58 -3%
SPC
665
Spirepoint Private Client
Florida
$924K -$475 -1 -0.1%
VAG
666
VisionPoint Advisory Group
Texas
$924K +$228K +480 +33%
LCM
667
Landscape Capital Management
New Jersey
$920K -$450K -948 -33%
RA
668
Riversedge Advisors
Delaware
$918K +$3.8K +8 +0.4%
RWM
669
Ritholtz Wealth Management
New York
$917K +$35.1K +74 +4%
SAM
670
Smartleaf Asset Management
Massachusetts
$917K +$242K +511 +36%
VCMGDR
671
Vinland Capital Management Gestora de Recursos
Brazil
$914K -$1.54M -3,255 -63%
CIA
672
Choate Investment Advisors
Massachusetts
$900K +$33.2K +70 +4%
Federated Hermes
673
Federated Hermes
Pennsylvania
$900K +$669K +1,410 +290%
JAFL
674
Jay A. Fishman Ltd
Michigan
$890K – – –
WT
675
Whittier Trust
California
$879K -$1.9K -4 -0.2%
25 26
27
28 29