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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 %
CCA
751
Checchi Capital Advisers
California
$625K +$7.12K +15 +1%
EFM
752
E Fund Management
China
$619K +$619K +1,305 New
DC
753
DeDora Capital
California
$615K -$8.54K -18 -1%
OTL
754
Oak Thistle LLC
New York
$615K +$615K +1,295 New
DP
755
DDD Partners
Washington
$613K – – –
CRC
756
Curi RMB Capital
Illinois
$612K +$47.5K +100 +8%
SCM
757
Stevens Capital Management
Pennsylvania
$605K +$605K +1,275 New
SI
758
Seeds Investor
New York
$603K +$99.2K +209 +20%
FB
759
Fulton Bank
Pennsylvania
$602K +$40.3K +85 +7%
PHAM
760
Palisades Hudson Asset Management
Florida
$597K – – –
PCG
761
Prosperity Consulting Group
Maryland
$594K -$31.8K -67 -5%
HNB
762
Hilltop National Bank
Wyoming
$588K -$23.7K -50 -4%
KLCM
763
KG&L Capital Management
Louisiana
$586K +$65.5K +138 +13%
CA
764
Commerzbank Aktiengesellschaft
Germany
$584K +$120K +253 +26%
FIM
765
Freedom Investment Management
Connecticut
$583K -$12.3K -26 -2%
HTC
766
Haverford Trust Company
Pennsylvania
$580K +$10.4K +22 +2%
AA
767
Advisory Alpha
Michigan
$580K +$121K +254 +26%
Empower Advisory Group
768
Empower Advisory Group
Colorado
$571K -$159K -334 -22%
LCWP
769
Legacy Capital Wealth Partners
Arkansas
$570K -$110K -232 -16%
Fayez Sarofim & Co
770
Fayez Sarofim & Co
Texas
$570K – – –
SIA
771
Schechter Investment Advisors
Michigan
$568K -$32.3K -68 -5%
PEA
772
Park Edge Advisors
Ohio
$565K – – –
HB
773
HTLF Bank
Colorado
$564K -$24.7K -52 -4%
AWM
774
AE Wealth Management
Kansas
$564K -$5.14M -10,828 -90%
CSIC
775
Clifford Swan Investment Counsel
California
$562K -$11.9K -25 -2%
29 30
31
32 33