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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 %
BDA
726
Borer Denton & Associates
Pennsylvania
$714K – – –
HA
727
HHLR Advisors
Cayman Islands
$713K -$1.2M -2,528 -63%
CRWM
728
Castle Rock Wealth Management
California
$712K +$921 +2 +0.1%
PGIM
729
Pacific Global Investment Management
California
$711K -$2.85K -6 -0.4%
ATS
730
Ashton Thomas Securities
New York
$710K +$8.07K +17 +1%
QCG
731
Quadrant Capital Group
Ohio
$700K +$6.17K +13 +0.9%
FTWA
732
Fifth Third Wealth Advisors
Ohio
$698K +$26.6K +56 +4%
AAIS
733
ABN AMRO Investment Solutions
$696K – – –
BAM
734
Brave Asset Management
New Jersey
$694K – – –
DWT
735
Dorsey & Whitney Trust
South Dakota
$686K +$59.3K +125 +9%
Verition Fund Management
736
Verition Fund Management
Connecticut
$682K -$344K -724 -34%
CWM
737
Circle Wealth Management
New Jersey
$679K -$55.5K -117 -8%
MME
738
Meag Munich Ergo
Germany
$678K +$510K +1,074 +303%
DFCM
739
Dark Forest Capital Management
Puerto Rico
$675K +$239K +504 +55%
SMG
740
Smart Money Group
Texas
$674K +$46.3K +102 +7%
ACM
741
Argyle Capital Management
Pennsylvania
$664K – – –
FHA
742
First Horizon Advisors
Tennessee
$656K +$12.3K +26 +2%
LS
743
Livforsakringsbolaget Skandia
Sweden
$655K +$522K +1,100 +393%
RFA
744
Resurgent Financial Advisors
Georgia
$654K -$54.1K -114 -8%
AF
745
Aviso Financial
Ontario, Canada
$650K -$417K -879 -39%
FNBT
746
FineMark National Bank & Trust
Florida
$636K +$33.7K +71 +6%
PAM
747
Panagora Asset Management
Massachusetts
$633K +$7.12K +15 +1%
BHWM
748
Bar Harbor Wealth Management
New Hampshire
$629K – – –
NA
749
NewEdge Advisors
Louisiana
$626K +$187K +395 +43%
BTI
750
Blue Trust Inc
Georgia
$625K +$326K +774 +109%
28 29
30
31 32