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Moody's
MCO

Overview Fund Activity

1,093 hedge funds and large institutions have $67B invested in Moody's in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 361 increasing their positions, 416 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+65
Holders Change %
+6.32%
% of All Funds
16.02%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
0.67%
New
141
Increased
361
Reduced
416
Closed
64
Calls
$103M
Puts
$101M
Net Calls
+$1.58M
Net Calls Change
-$78.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.55B
2
TCI Fund Management
TCI Fund Management
United Kingdom
+$656M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$437M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$352M
5
AP
Altarock Partners
Florida
+$182M

Top Sellers

1
BlackRock
BlackRock
New York
-$301M
2
VAM
Veritas Asset Management
United Kingdom
-$250M
3
BCF
BLS Capital Fondsmaeglerselskab
Denmark
-$233M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$180M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
826
Allstate Corporation
Illinois
$311K -$11.7K -30 -4%
GWM
827
GSB Wealth Management
Connecticut
$310K – – –
WPC
828
White Pine Capital
Minnesota
$310K +$8.59K +22 +3%
FHA
829
Flagship Harbor Advisors
Massachusetts
$310K -$221K -566 -42%
BWP
830
BSW Wealth Partners
Colorado
$308K +$3.13K +8 +1%
FAM
831
Fenimore Asset Management
New York
$307K – – –
HT
832
Heritage Trust
Oklahoma
$307K +$4.69K +12 +2%
P
833
Pitcairn
Pennsylvania
$305K -$8.59K -22 -3%
ZB
834
Zions Bancorporation
Utah
$305K +$781 +2 +0.3%
AA
835
Addison Advisors
Vermont
$305K +$5.86K +15 +2%
PA
836
Pinnacle Associates
New York
$302K +$2.34K +6 +0.8%
LFM
837
LGT Fund Management
Liechtenstein
$301K – – –
FLPIM
838
F.L. Putnam Investment Management
Massachusetts
$301K -$3.13K -8 -1%
BHIA
839
Birch Hill Investment Advisors
Massachusetts
$301K – – –
SMG
840
Smart Money Group
Texas
$300K +$300K +767 New
WP
841
WMS Partners
Maryland
$298K +$298K +763 New
SP
842
Stablepoint Partners
Massachusetts
$298K +$298K +763 New
CI
843
Conning Inc
Connecticut
$295K – – –
Loomis, Sayles & Company
844
Loomis, Sayles & Company
Massachusetts
$294K -$45.6K -117 -13%
PAS
845
Point72 Asia (Singapore)
Singapore
$291K +$291K +746 New
TAM
846
Tocqueville Asset Management
New York
$291K – – –
VAF
847
Values Added Financial
District of Columbia
$290K -$44.9K -115 -13%
SMWM
848
Silvia McColl Wealth Management
California
$290K – – –
6F
849
626 Financial
Michigan
$289K – – –
GIA
850
Gladstone Institutional Advisory
Florida
$289K +$13.7K +35 +5%
32 33
34
35 36