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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 %
SCA
776
Snowden Capital Advisors
New York
$559K +$9.02K +19 +2%
IWC
777
Integrated Wealth Concepts
Massachusetts
$558K +$32.8K +69 +6%
CSI
778
Cross Staff Investments
New York
$551K +$47.5K +100 +9%
ACM
779
Aster Capital Management
United Arab Emirates
$551K +$551K +1,162 New
LPT
780
Legacy Private Trust
Wisconsin
$551K -$17.6K -37 -3%
MFIM
781
Mesirow Financial Investment Management
Illinois
$546K +$94.5K +198 +21%
TCOV
782
Trust Company of Vermont
Vermont
$543K +$13.3K +28 +3%
APG
783
Abacus Planning Group
South Carolina
$535K +$126K +266 +31%
AWA
784
Aaron Wealth Advisors
Illinois
$533K +$83.5K +176 +19%
CA
785
Cornerstone Advisory
Maryland
$531K +$1.9K +4 +0.4%
AP
786
Advisors Preferred
Maryland
$526K +$526K +1,116 New
SWA
787
Stratos Wealth Advisors
Ohio
$525K +$10.9K +23 +2%
OAM
788
Oxford Asset Management
United Kingdom
$525K +$525K +1,107 New
ETC
789
Exchange Traded Concepts
Oklahoma
$523K +$5.7K +12 +1%
WIC
790
Wilkins Investment Counsel
Massachusetts
$522K – – –
BIG
791
Brooklyn Investment Group
New York
$519K +$66.9K +141 +15%
CI
792
CX Institutional
Indiana
$516K +$1.9K +4 +0.4%
PA
793
Promethium Advisors
Maryland
$516K +$516K +1,087 New
SF
794
Synovus Financial
Georgia
$514K +$9.49K +20 +2%
BFS
795
Bradley Foster & Sargent
Connecticut
$509K +$2.37K +5 +0.5%
CAM
796
Cozad Asset Management
Illinois
$508K -$4.75K -10 -0.9%
GI
797
GAMMA Investing
California
$507K +$142K +299 +39%
GFP
798
Gryphon Financial Partners
Ohio
$506K +$111K +233 +28%
CPW
799
Crestmont Private Wealth
Texas
$505K +$32.7K +69 +7%
ACA
800
Aptus Capital Advisors
Alabama
$504K +$11.9K +25 +2%
30 31
32
33 34