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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 %
PAMG
701
Patton Albertson Miller Group
Tennessee
$794K +$236K +497 +42%
SC
702
Syon Capital
California
$791K -$11.9K -25 -1%
ATC
703
Argent Trust Co
Tennessee
$784K – – –
WBC
704
Westpac Banking Corp
Australia
$783K +$205K +433 +36%
FFA
705
Farther Finance Advisors
California
$780K +$30.9K +65 +4%
CI
706
Cigna Investments
Connecticut
$776K -$18.5K -39 -2%
EI
707
Ellevest Inc
New York
$776K -$26.6K -56 -3%
STA
708
Summit Trail Advisors
New York
$775K +$61.7K +130 +9%
MG
709
Mather Group
Illinois
$774K -$84K -177 -10%
BCWM
710
Bartlett & Co Wealth Management
Ohio
$771K – – –
SF
711
Summit Financial
New Jersey
$768K +$33.2K +70 +5%
AAM
712
Azzad Asset Management
Virginia
$768K -$94.9K -200 -11%
BCM
713
Brookstone Capital Management
Illinois
$765K +$30.9K +65 +4%
Group One Trading
714
Group One Trading
Illinois
$763K +$420K +884 +122%
CWM
715
Chronos Wealth Management
Florida
$761K +$319K +673 +72%
Balyasny Asset Management
716
Balyasny Asset Management
Illinois
$758K -$168K -353 -18%
AIP
717
Ameritas Investment Partners
Nebraska
$753K -$31.8K -67 -4%
BW
718
Bison Wealth
Georgia
$750K -$37.5K -79 -5%
M
719
MOTCO
Texas
$748K – – –
OFG
720
OmniStar Financial Group
North Carolina
$744K +$744K +1,567 New
Dodge & Cox
721
Dodge & Cox
California
$743K – – –
CGL
722
Clarius Group LLC
Washington
$736K -$30.3K -64 -4%
EWM
723
Evercore Wealth Management
New York
$730K – – –
SG
724
Sienna Gestion
France
$717K +$717K +1,514 New
MWM
725
Mission Wealth Management
California
$714K -$62.6K -132 -8%
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29
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