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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 %
LFA
826
Legacy Financial Advisors
Kentucky
$252K +$12.6K +40 +5%
GWM
827
GSB Wealth Management
Connecticut
$251K +$1.9K +6 +0.8%
MIS
828
Morningstar Investment Services
Illinois
$251K +$7.65K +24 +3%
BSW
829
Buckingham Strategic Wealth
Missouri
$250K +$13.9K +44 +6%
FAM
830
Fenimore Asset Management
New York
$249K – – –
BWP
831
BSW Wealth Partners
Colorado
$247K +$5.06K +16 +2%
ZB
832
Zions Bancorporation
Utah
$247K -$4.11K -13 -2%
FLPIM
833
F.L. Putnam Investment Management
Massachusetts
$246K +$6.01K +19 +3%
HT
834
Heritage Trust
Oklahoma
$245K – – –
WPC
835
White Pine Capital
Minnesota
$244K +$244K +772 New
LFM
836
LGT Fund Management
Liechtenstein
$243K – – –
BHIA
837
Birch Hill Investment Advisors
Massachusetts
$243K – – –
PA
838
Pinnacle Associates
New York
$243K +$5.06K +16 +2%
GC
839
Gilbert & Cook
Iowa
$243K -$54.4K -172 -18%
AA
840
Addison Advisors
Vermont
$242K +$9.17K +29 +4%
CC
841
Cipher Capital
New York
$242K +$242K +766 New
CI
842
Conning Inc
Connecticut
$239K -$4.74K -15 -2%
TAM
843
Tocqueville Asset Management
New York
$236K – – –
SMWM
844
Silvia McColl Wealth Management
California
$235K – – –
6F
845
626 Financial
Michigan
$234K – – –
MFC
846
Morris Financial Concepts
South Carolina
$231K -$327K -1,035 -59%
MAM
847
McLean Asset Management
Virginia
$229K -$644 -2 -0.3%
NP
848
NorthRock Partners
Minnesota
$229K -$16.1K -51 -7%
CA
849
Carson Advisory
Georgia
$228K – – –
GWS
850
Glassman Wealth Services
Virginia
$227K -$316 -1 -0.1%
32 33
34
35 36