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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 %
KCM
751
Kanawha Capital Management
Virginia
$348K – – –
CAS
752
CTC Alternative Strategies
Illinois
$348K +$348K +1,000 New
HCM
753
Hutner Capital Management
Vermont
$342K -$2.09K -6 -0.6%
PP
754
PDS Planning
Ohio
$341K +$112K +321 +49%
SEC
755
Seven Eight Capital
New York
$340K +$340K +977 New
AAS
756
Avantax Advisory Services
Texas
$336K -$29.2K -84 -8%
RIA
757
Realta Investment Advisors
Delaware
$336K +$34.8K +100 +12%
IPW
758
Invictus Private Wealth
Colorado
$336K -$46.9K -135 -12%
SC
759
Shearwater Capital
Colorado
$335K – – –
WBC
760
Westpac Banking Corp
Australia
$334K -$7.18M -20,646 -96%
SB
761
Simmons Bank
Arkansas
$332K +$332K +954 New
BBI
762
Baxter Bros Inc
Connecticut
$330K – – –
MIM
763
Morningstar Investment Management
Illinois
$329K +$329K +947 New
PI
764
Pettee Investors
Connecticut
$329K – – –
IWC
765
Integrated Wealth Concepts
Massachusetts
$329K +$101K +289 +44%
GC
766
Gilbert & Cook
Iowa
$327K +$13.9K +40 +4%
AOI
767
Auto-Owners Insurance
Michigan
$324K – – –
MC
768
Maverick Capital
Texas
$324K -$1.26M -3,614 -80%
RHJA
769
Rice Hall James & Associates
California
$323K -$15K -43 -4%
HFM
770
Harvest Fund Management
China
$322K +$115K +332 +56%
ILI
771
Invesco LLC (Illinois)
Illinois
$314K +$314K +904 New
SPA
772
Sherbrooke Park Advisers
New York
$313K -$104K -300 -25%
AC
773
Abbrea Capital
California
$306K – – –
APG
774
Abacus Planning Group
South Carolina
$305K – – –
FCP
775
Fidelis Capital Partners
Florida
$303K +$41K +118 +16%
29 30
31
32 33