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Moody's
MCO

Overview Fund Activity

1,028 hedge funds and large institutions have $53.1B invested in Moody's in 2023 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 376 increasing their positions, 345 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,028
Holders Change
+11
Holders Change %
+1.08%
% of All Funds
16.39%
Holding in Top 10
38
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-20.83%
% of All Funds
0.61%
New
90
Increased
376
Reduced
345
Closed
69
Calls
$205M
Puts
$125M
Net Calls
+$79.8M
Net Calls Change
+$65.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$362M
2
PAM
PineStone Asset Management
Quebec, Canada
+$359M
3
First Trust Advisors
First Trust Advisors
Illinois
+$161M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$154M
5
Jennison Associates
Jennison Associates
New York
+$136M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$178M
2
Marshall Wace
Marshall Wace
United Kingdom
-$177M
3
CF
Canoe Financial
Alberta, Canada
-$151M
4
Flossbach Von Storch
Flossbach Von Storch
Germany
-$141M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
ANBT
801
American National Bank & Trust
Texas
$274K +$10.4K +33 +4%
SB
802
Sunflower Bank
Texas
$273K +$1.9K +6 +0.7%
CAL
803
Capital Advisors Ltd
Ohio
$272K +$9.48K +30 +4%
VAF
804
Values Added Financial
District of Columbia
$271K +$34.5K +109 +15%
WWM
805
Western Wealth Management
Colorado
$271K +$6.32K +20 +2%
DCM
806
Dupont Capital Management
Delaware
$270K -$9.79M -30,964 -97%
4WM
807
4J Wealth Management
Virginia
$270K +$2.85K +9 +1%
FIM
808
Freedom Investment Management
Connecticut
$270K +$30K +95 +13%
Parallax Volatility Advisers
809
Parallax Volatility Advisers
California
$267K -$1.26M -3,985 -83%
TIMH
810
Tilt Investment Management Holdings
New York
$265K – – –
CHA
811
Carmichael Hill & Associates
Maryland
$265K – – –
CL
812
Choreo LLC
Illinois
$264K -$1.9K -6 -0.7%
SB
813
Simmons Bank
Arkansas
$264K -$37.9K -120 -13%
Wolverine Trading
814
Wolverine Trading
Illinois
$262K -$105K -333 -29%
AC
815
Allstate Corporation
Illinois
$261K – – –
FMLI
816
Fukoku Mutual Life Insurance
Japan
$259K +$259K +820 New
WSTAM
817
Wilbanks Smith & Thomas Asset Management
Virginia
$259K +$5.69K +18 +2%
FFA
818
First Foundation Advisors
California
$259K -$2.21K -7 -0.8%
BWP
819
Baldwin Wealth Partners
Massachusetts
$258K – – –
SCA
820
Snowden Capital Advisors
New York
$255K -$3.79K -12 -1%
ACA
821
Aptus Capital Advisors
Alabama
$255K +$255K +805 New
P
822
Pitcairn
Pennsylvania
$254K -$6.64K -21 -3%
AP
823
Atwood & Palmer
Missouri
$253K – – –
WIC
824
Woodmont Investment Counsel
Tennessee
$253K – – –
BBP
825
Banco BTG Pactual
Brazil
$253K +$253K +800 New
31 32
33
34 35