MCO icon

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 %
WIC
801
Woodmont Investment Counsel
Tennessee
$278K – – –
GWM
802
Gitterman Wealth Management
New Jersey
$277K +$277K +796 New
ZB
803
Zions Bancorporation
Utah
$276K -$43.5K -125 -14%
GWM
804
GSB Wealth Management
Connecticut
$274K – – –
FAM
805
Fenimore Asset Management
New York
$274K – – –
NP
806
NorthRock Partners
Minnesota
$270K -$20.5K -59 -7%
HT
807
Heritage Trust
Oklahoma
$269K +$269K +775 New
CI
808
Conning Inc
Connecticut
$268K -$73K -210 -21%
BHIA
809
Birch Hill Investment Advisors
Massachusetts
$268K – – –
LFM
810
LGT Fund Management
Liechtenstein
$268K – – –
GA
811
Geller Advisors
New York
$267K +$33.7K +97 +14%
BWP
812
BSW Wealth Partners
Colorado
$266K +$1.74K +5 +0.7%
BIP
813
Blueprint Investment Partners
North Carolina
$265K +$265K +761 New
FLPIM
814
F.L. Putnam Investment Management
Massachusetts
$264K +$264K +759 New
LFA
815
Legacy Financial Advisors
Kentucky
$263K +$3.82K +11 +1%
FIM
816
Freedom Investment Management
Connecticut
$263K +$263K +758 New
LPP
817
Long Path Partners
Connecticut
$263K +$263K +757 New
MIS
818
Morningstar Investment Services
Illinois
$263K +$263K +763 New
PA
819
Pinnacle Associates
New York
$261K -$17.4K -50 -6%
VAF
820
Values Added Financial
District of Columbia
$260K +$260K +748 New
BSW
821
Buckingham Strategic Wealth
Missouri
$260K +$5.91K +17 +2%
TAM
822
Tocqueville Asset Management
New York
$259K – – –
AAIS
823
ABN AMRO Investment Solutions
$259K – – –
SMWM
824
Silvia McColl Wealth Management
California
$258K – – –
RZH
825
Relyea Zuckerberg Hanson
Connecticut
$258K +$258K +741 New
31 32
33
34 35