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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 %
CSI
726
Cross Staff Investments
New York
$382K +$34.8K +100 +10%
SIM
727
Sentry Investment Management
Wisconsin
$382K – – –
RRC
728
Relaxing Retirement Coach
Massachusetts
$378K – – –
STA
729
Summit Trail Advisors
New York
$378K +$378K +1,087 New
BTI
730
Blue Trust Inc
Georgia
$376K +$284K +927 +308%
BJL
731
Brighton Jones LLC
Washington
$375K +$12.9K +37 +4%
CSIC
732
Clifford Swan Investment Counsel
California
$375K +$120K +345 +47%
SFO
733
Stokes Family Office
Louisiana
$373K -$5.91K -17 -2%
SF
734
Summit Financial
New Jersey
$368K +$79.3K +228 +27%
CA
735
Cornerstone Advisory
Maryland
$367K +$1.39K +4 +0.4%
CIC
736
Carnegie Investment Counsel
Ohio
$363K – – –
HCM
737
Howland Capital Management
Massachusetts
$363K -$1.74K -5 -0.5%
BP
738
Broadleaf Partners
Ohio
$362K – – –
RA
739
RFG Advisory
Alabama
$361K -$348 -1 -0.1%
AWA
740
Aaron Wealth Advisors
Illinois
$360K +$96.3K +277 +36%
MAG
741
Mayfair Advisory Group
Alabama
$357K +$119K +350 +50%
MGIA
742
Moneta Group Investment Advisors
Missouri
$356K +$356K +1,024 New
SWA
743
Stratos Wealth Advisors
Ohio
$354K – – –
Lido Advisors
744
Lido Advisors
California
$354K -$191K -548 -35%
BCM
745
Boltwood Capital Management
California
$353K +$5.22K +15 +2%
SCM
746
Shelton Capital Management
Colorado
$352K -$2.43K -7 -0.7%
RFA
747
Resurgent Financial Advisors
Georgia
$351K +$351K +1,008 New
Wealth Enhancement Advisory Services
748
Wealth Enhancement Advisory Services
Minnesota
$350K -$27.8K -80 -7%
ITFISA
749
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$348K – – –
BFIM
750
Beese Fulmer Investment Management
Ohio
$348K – – –
28 29
30
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