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Moody's
MCO

Overview Fund Activity

1,148 hedge funds and large institutions have $69.8B invested in Moody's in 2024 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 415 increasing their positions, 388 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,148
Holders Change
+26
Holders Change %
+2.32%
% of All Funds
16.7%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.63%
New
110
Increased
415
Reduced
388
Closed
70
Calls
$72.9M
Puts
$48.6M
Net Calls
+$24.4M
Net Calls Change
+$24.3M

Top Buyers

1
TCI Fund Management
TCI Fund Management
United Kingdom
+$441M
2
PAM
PineStone Asset Management
Quebec, Canada
+$195M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$194M
4
Jennison Associates
Jennison Associates
New York
+$172M
5
UBS AM
UBS AM
Illinois
+$139M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$335M
2
Harris Associates
Harris Associates
Illinois
-$194M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$191M
4
Barclays
Barclays
United Kingdom
-$97.9M
5
ACM
AKRE Capital Management
Virginia
-$97.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PEA
751
Park Edge Advisors
Ohio
$501K – – –
CRC
752
Curi RMB Capital
Illinois
$500K -$157K -374 -24%
NCFG
753
New Century Financial Group
New Jersey
$500K +$146K +346 +41%
FB
754
Fulton Bank
Pennsylvania
$498K +$111K +264 +29%
PAMG
755
Patton Albertson Miller Group
Tennessee
$495K +$28.6K +68 +6%
SCA
756
Snowden Capital Advisors
New York
$487K +$50.9K +121 +12%
H
757
HoyleCohen
California
$480K +$8K +19 +2%
MAG
758
Mayfair Advisory Group
Alabama
$471K – – –
TCOV
759
Trust Company of Vermont
Vermont
$470K – – –
CA
760
Cornerstone Advisory
Maryland
$469K +$1.68K +4 +0.4%
IWC
761
Integrated Wealth Concepts
Massachusetts
$466K +$44.6K +106 +11%
WIC
762
Wilkins Investment Counsel
Massachusetts
$463K – – –
KLCM
763
KG&L Capital Management
Louisiana
$461K +$58.9K +140 +15%
UWS
764
Unique Wealth Strategies
Illinois
$461K – – –
FCP
765
Fidelis Capital Partners
Florida
$461K -$13.1K -29 -3%
ETC
766
Exchange Traded Concepts
Oklahoma
$459K +$17.7K +42 +4%
CI
767
CX Institutional
Indiana
$456K -$4.63K -11 -1%
SWA
768
Stratos Wealth Advisors
Ohio
$456K +$6.31K +15 +1%
CAM
769
Cozad Asset Management
Illinois
$455K -$168K -400 -27%
DS
770
DRW Securities
Illinois
$451K +$451K +1,067 New
BFS
771
Bradley Foster & Sargent
Connecticut
$450K – – –
SF
772
Synovus Financial
Georgia
$447K +$2.95K +7 +0.7%
CSI
773
Cross Staff Investments
New York
$447K – – –
SI
774
Seeds Investor
New York
$446K +$51.3K +122 +13%
HCM
775
Howland Capital Management
Massachusetts
$443K +$16.8K +40 +4%
29 30
31
32 33