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Moody's
MCO

Overview Fund Activity

1,148 hedge funds and large institutions have $69.8B invested in Moody's in 2024 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 415 increasing their positions, 388 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,148
Holders Change
+26
Holders Change %
+2.32%
% of All Funds
16.7%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.63%
New
110
Increased
415
Reduced
388
Closed
70
Calls
$72.9M
Puts
$48.6M
Net Calls
+$24.4M
Net Calls Change
+$24.3M

Top Buyers

1
TCI Fund Management
TCI Fund Management
United Kingdom
+$441M
2
PAM
PineStone Asset Management
Quebec, Canada
+$195M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$194M
4
Jennison Associates
Jennison Associates
New York
+$172M
5
UBS AM
UBS AM
Illinois
+$139M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$335M
2
Harris Associates
Harris Associates
Illinois
-$194M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$191M
4
Barclays
Barclays
United Kingdom
-$97.9M
5
ACM
AKRE Capital Management
Virginia
-$97.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFIM
801
Mesirow Financial Investment Management
Illinois
$403K -$69.9K -164 -15%
FAIM
802
Financial Advocates Investment Management
Washington
$402K +$123K +291 +44%
CP
803
Castleview Partners
Texas
$402K -$4.63K -11 -1%
BBI
804
Baxter Bros Inc
Connecticut
$399K – – –
AWA
805
Aaron Wealth Advisors
Illinois
$399K +$53.5K +127 +15%
JWCA
806
J.W. Cole Advisors
Florida
$396K -$365K -868 -48%
ILI
807
Invesco LLC (Illinois)
Illinois
$394K – – –
AOI
808
Auto-Owners Insurance
Michigan
$393K – – –
KSWA
809
Kathleen S. Wright Associates
Pennsylvania
$392K – – –
SCM
810
Shelton Capital Management
Colorado
$392K – – –
CWM
811
Chronos Wealth Management
Florida
$392K – – –
MIM
812
Morningstar Investment Management
Illinois
$391K – – –
PA
813
Pinnacle Associates
New York
$390K +$51.3K +122 +15%
GVAG
814
Great Valley Advisor Group
Delaware
$389K +$6.32K +15 +2%
PI
815
Pettee Investors
Connecticut
$389K -$9.26K -22 -2%
NA
816
NewEdge Advisors
Louisiana
$389K +$2.95K +7 +0.8%
DFCM
817
Dark Forest Capital Management
Puerto Rico
$386K +$386K +918 New
WPC
818
White Pine Capital
Minnesota
$385K +$15.2K +36 +4%
FLPIM
819
F.L. Putnam Investment Management
Massachusetts
$384K +$61.9K +147 +19%
AIMCA
820
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$379K -$1.14M -2,700 -75%
SB
821
Simmons Bank
Arkansas
$376K -$145K -345 -28%
BIG
822
Brooklyn Investment Group
New York
$375K – – –
AC
823
Abbrea Capital
California
$370K – – –
MA
824
Mutual Advisors
Nebraska
$368K +$368K +817 New
RHJA
825
Rice Hall James & Associates
California
$367K -$1.68K -4 -0.5%
31 32
33
34 35