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 %
6F
826
626 Financial
Michigan
$257K -$20.9K -60 -8%
AA
827
Addison Advisors
Vermont
$256K +$13.9K +40 +6%
CA
828
Carson Advisory
Georgia
$250K – – –
GWS
829
Glassman Wealth Services
Virginia
$250K +$166K +478 +198%
GSEP
830
Golden State Equity Partners
California
$249K +$249K +716 New
PL
831
Perpetual Ltd
Australia
$249K -$3.13K -9 -1%
MAM
832
McLean Asset Management
Virginia
$248K -$348 -1 -0.1%
GIA
833
Gladstone Institutional Advisory
Florida
$246K +$348 +1 +0.1%
Federated Hermes
834
Federated Hermes
Pennsylvania
$245K +$1.39K +4 +0.6%
PWPS
835
Pinnacle Wealth Planning Services
Ohio
$245K +$6.61K +19 +3%
LSA
836
Lion Street Advisors
Texas
$245K +$245K +606 New
PCIG
837
Partners Capital Investment Group
Massachusetts
$243K +$243K +698 New
MAM
838
Magellan Asset Management
Australia
$242K +$19.8K +57 +9%
FCAG
839
First Capital Advisors Group
New Jersey
$241K +$241K +692 New
GIA
840
Guyasuta Investment Advisors
Pennsylvania
$239K – – –
LC
841
Lindbrook Capital
California
$239K +$2.78K +8 +1%
FFP
842
FourThought Financial Partners
Florida
$238K – – –
MOS
843
MGO One Seven
Ohio
$238K +$238K +685 New
LHC
844
Little House Capital
Massachusetts
$230K – – –
CWP
845
Cyndeo Wealth Partners
Florida
$228K +$228K +656 New
WFI
846
West Family Investments
California
$227K +$227K +653 New
SC
847
Saybrook Capital
North Carolina
$224K +$224K +643 New
PI
848
PEAK6 Investments
Illinois
$222K -$951K -2,734 -81%
BB
849
Busey Bank
Illinois
$219K -$67.8K -195 -24%
PWMAG
850
Pinnacle Wealth Management Advisory Group
New Jersey
$217K +$217K +625 New
32 33
34
35 36