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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 %
HCM
801
Howland Capital Management
Massachusetts
$500K – – –
Loomis, Sayles & Company
802
Loomis, Sayles & Company
Massachusetts
$499K +$121K +254 +32%
CIC
803
Carnegie Investment Counsel
Ohio
$495K – – –
PP
804
PDS Planning
Ohio
$495K – – –
I
805
InceptionR
California
$490K +$490K +1,033 New
BWP
806
BSW Wealth Partners
Colorado
$485K -$13.8K -29 -3%
BP
807
Broadleaf Partners
Ohio
$484K – – –
RA
808
RFG Advisory
Alabama
$484K -$6.65K -14 -1%
MAG
809
Mayfair Advisory Group
Alabama
$484K -$2.3K -5 -0.5%
NCFG
810
New Century Financial Group
New Jersey
$480K -$84K -177 -15%
FCP
811
Fidelis Capital Partners
Florida
$480K +$469 +1 +0.1%
MCM
812
Moore Capital Management
New York
$478K -$3.8M -8,001 -89%
FAIM
813
Financial Advocates Investment Management
Washington
$477K +$23.7K +50 +5%
ITFISA
814
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$475K -$142K -300 -23%
BFIM
815
Beese Fulmer Investment Management
Ohio
$475K – – –
QPBE
816
Quintet Private Bank (Europe)
Luxembourg
$475K +$62.6K +132 +15%
TCM
817
Tributary Capital Management
Nebraska
$470K -$21.4K -45 -4%
PIM
818
Penobscot Investment Management
Massachusetts
$467K -$23.7K -50 -5%
CAL
819
Capital Advisors Ltd
Ohio
$467K +$11.4K +24 +3%
CP
820
Castleview Partners
Texas
$466K +$13.3K +28 +3%
RZH
821
Relyea Zuckerberg Hanson
Connecticut
$465K +$6.64K +14 +1%
GL
822
Graypoint LLC
New York
$462K +$53.6K +113 +13%
HCM
823
Hutner Capital Management
Vermont
$460K – – –
SC
824
Shearwater Capital
Colorado
$458K – – –
CCWM
825
Correct Capital Wealth Management
Missouri
$457K – – –
31 32
33
34 35