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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 %
LA
676
Legacy Advisors
Pennsylvania
$876K +$18.5K +39 +2%
ST
677
Spinnaker Trust
Maine
$873K – – –
RMCM
678
Reynders McVeigh Capital Management
Massachusetts
$869K – – –
TAM
679
Trust Asset Management
Texas
$864K – – –
Lido Advisors
680
Lido Advisors
California
$860K +$111K +233 +15%
BMC
681
Benin Management Corp
Connecticut
$854K -$1.42K -3 -0.2%
PCS
682
Personal CFO Solutions
New Jersey
$854K – – –
IFWM
683
Institute for Wealth Management
Colorado
$851K -$20.9K -44 -2%
NP
684
NorthRock Partners
Minnesota
$849K +$30.8K +65 +4%
VFA
685
Valeo Financial Advisors
Indiana
$837K +$3.8K +8 +0.5%
TF
686
Threadgill Financial
Texas
$834K +$91.1K +192 +12%
GA
687
Geller Advisors
New York
$831K -$13.3K -28 -2%
OFP
688
OLIO Financial Planning
Virginia
$830K – – –
HNWAG
689
High Net Worth Advisory Group
Florida
$828K – – –
P
690
&Partners
Tennessee
$827K +$827K +1,744 New
IA
691
IFP Advisors
Florida
$825K +$10.5K +22 +1%
WKWM
692
Walter & Keenan Wealth Management
Indiana
$819K +$475 +1 +0.1%
SVWAG
693
Sound View Wealth Advisors Group
Georgia
$819K +$17.1K +36 +2%
BAM
694
Blueshift Asset Management
New Jersey
$815K +$815K +1,717 New
CFGS
695
Concourse Financial Group Securities
Alabama
$812K -$85.4K -180 -10%
CPG
696
Cornerstone Planning Group
New Jersey
$806K +$1.38K +3 +0.2%
MIM
697
Morningstar Investment Management
Illinois
$804K +$358K +746 +80%
VT
698
Vise Technologies
New York
$804K +$548K +1,154 +214%
PIMG
699
Patriot Investment Management Group
Tennessee
$802K – – –
FF
700
Friedenthal Financial
New Jersey
$800K +$800K +1,686 New
26 27
28
29 30