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Moody's
MCO

Overview Fund Activity

1,028 hedge funds and large institutions have $53.1B invested in Moody's in 2023 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 376 increasing their positions, 345 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,028
Holders Change
+11
Holders Change %
+1.08%
% of All Funds
16.39%
Holding in Top 10
38
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-20.83%
% of All Funds
0.61%
New
90
Increased
376
Reduced
345
Closed
69
Calls
$205M
Puts
$125M
Net Calls
+$79.8M
Net Calls Change
+$65.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$362M
2
PAM
PineStone Asset Management
Quebec, Canada
+$359M
3
First Trust Advisors
First Trust Advisors
Illinois
+$161M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$154M
5
Jennison Associates
Jennison Associates
New York
+$136M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$178M
2
Marshall Wace
Marshall Wace
United Kingdom
-$177M
3
CF
Canoe Financial
Alberta, Canada
-$151M
4
Flossbach Von Storch
Flossbach Von Storch
Germany
-$141M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
676
MGO One Seven
Ohio
$500K +$284K +898 +131%
WPC
677
Wedmont Private Capital
Pennsylvania
$500K +$100K +314 +25%
SVWAG
678
Sound View Wealth Advisors Group
Georgia
$499K +$9.8K +31 +2%
CRC
679
Curi RMB Capital
Illinois
$491K +$1.9K +6 +0.4%
CRWM
680
Castle Rock Wealth Management
California
$489K – – –
IA
681
IFP Advisors
Florida
$489K -$105K -333 -18%
Empower Advisory Group
682
Empower Advisory Group
Colorado
$484K -$316 -1 -0.1%
BW
683
Bison Wealth
Georgia
$480K +$1.27K +4 +0.3%
NICM
684
Neo Ivy Capital Management
New York
$479K +$479K +1,516 New
LCWP
685
Legacy Capital Wealth Partners
Arkansas
$478K +$478K +1,512 New
ATC
686
Argent Trust Co
Tennessee
$477K +$30.4K +96 +7%
BDA
687
Borer Denton & Associates
Pennsylvania
$476K – – –
SCM
688
Stevens Capital Management
Pennsylvania
$474K +$474K +1,500 New
BHWM
689
Bar Harbor Wealth Management
New Hampshire
$470K – – –
Credit Agricole
690
Credit Agricole
France
$469K +$469K +1,484 New
PI
691
PEAK6 Investments
Illinois
$468K +$266K +840 +131%
CFGS
692
Concourse Financial Group Securities
Alabama
$464K -$9.49K -30 -2%
BAM
693
Brave Asset Management
New Jersey
$461K – – –
MFG
694
Merit Financial Group
Georgia
$458K +$193K +610 +73%
EWM
695
Evercore Wealth Management
New York
$457K – – –
DP
696
DDD Partners
Washington
$453K – – –
VI
697
Versor Investments
New York
$445K +$71.5K +226 +19%
MG
698
Mather Group
Illinois
$445K +$53.7K +170 +14%
ACM
699
Argyle Capital Management
Pennsylvania
$443K – – –
CWM
700
Circle Wealth Management
New Jersey
$441K +$2.21K +7 +0.5%
26 27
28
29 30