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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 %
CP
776
Castleview Partners
Texas
$302K +$29.6K +85 +11%
SF
777
Synovus Financial
Georgia
$301K +$2.09K +6 +0.7%
RAM
778
Roanoke Asset Management
New Jersey
$301K – – –
CWA
779
CM Wealth Advisors
Ohio
$300K -$2.61M -7,392 -90%
FPCP
780
Fort Point Capital Partners
California
$300K +$18.4K +53 +7%
SB
781
Sunflower Bank
Texas
$298K +$5.56K +16 +2%
FHA
782
Flagship Harbor Advisors
Massachusetts
$296K -$1.04K -3 -0.4%
4WM
783
4J Wealth Management
Virginia
$294K -$7.3K -21 -2%
CL
784
Choreo LLC
Illinois
$293K +$293K +842 New
CHA
785
Carmichael Hill & Associates
Maryland
$292K – – –
TIMH
786
Tilt Investment Management Holdings
New York
$292K – – –
MFG
787
Merit Financial Group
Georgia
$292K +$292K +839 New
WWM
788
Western Wealth Management
Colorado
$291K +$291K +837 New
BWP
789
Balboa Wealth Partners
Arizona
$290K -$44.9K -129 -13%
ANBT
790
American National Bank & Trust
Texas
$290K – – –
CAL
791
Capital Advisors Ltd
Ohio
$289K +$12.2K +35 +4%
AC
792
Allstate Corporation
Illinois
$288K – – –
P
793
Pitcairn
Pennsylvania
$287K -$11.8K -34 -4%
FFA
794
First Foundation Advisors
California
$287K +$10.4K +30 +4%
Capstone Investment Advisors
795
Capstone Investment Advisors
New York
$286K -$558K -1,604 -66%
SCA
796
Snowden Capital Advisors
New York
$284K -$36.9K -106 -11%
BWP
797
Baldwin Wealth Partners
Massachusetts
$283K – – –
WSTAM
798
Wilbanks Smith & Thomas Asset Management
Virginia
$279K -$6.26K -18 -2%
GCMG
799
Gyroscope Capital Management Group
Florida
$278K -$139K -400 -33%
AP
800
Atwood & Palmer
Missouri
$278K – – –
30 31
32
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