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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 %
WPC
826
White Pine Capital
Minnesota
$457K +$22.3K +47 +5%
AF
827
Allworth Financial
California
$455K -$3.32K -7 -0.7%
HCM
828
Howard Capital Management
Georgia
$455K +$455K +958 New
MGIA
829
Moneta Group Investment Advisors
Missouri
$451K +$451K +950 New
BBI
830
Baxter Bros Inc
Connecticut
$450K – – –
JWCA
831
J.W. Cole Advisors
Florida
$444K -$2.37K -5 -0.5%
MCM
832
Mattern Capital Management
Colorado
$444K +$54.6K +115 +14%
AOI
833
Auto-Owners Insurance
Michigan
$443K – – –
ILI
834
Invesco LLC (Illinois)
Illinois
$442K -$1.9K -4 -0.4%
PI
835
Pettee Investors
Connecticut
$439K – – –
GSEP
836
Golden State Equity Partners
California
$438K -$205K -433 -32%
SB
837
Sunflower Bank
Texas
$429K +$16.6K +35 +4%
EFG
838
Everhart Financial Group
Ohio
$429K +$429K +904 New
GSC
839
Ground Swell Capital
South Carolina
$428K +$428K +902 New
P
840
Pitcairn
Pennsylvania
$428K -$47.9K -101 -10%
SCM
841
Shelton Capital Management
Colorado
$428K -$14.2K -30 -3%
CIA
842
Concurrent Investment Advisors
Florida
$427K -$43.7K -92 -9%
AIMCA
843
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$427K – – –
KSWA
844
Kathleen S. Wright Associates
Pennsylvania
$424K – – –
FPCP
845
Fort Point Capital Partners
California
$422K +$15.2K +32 +4%
GVAG
846
Great Valley Advisor Group
Delaware
$418K -$20.4K -43 -5%
OWA
847
Outlook Wealth Advisors
Texas
$413K +$14.7K +31 +4%
RAM
848
Roanoke Asset Management
New Jersey
$411K – – –
TPWA
849
Twin Peaks Wealth Advisors
California
$411K -$44.6K -94 -10%
FLPIM
850
F.L. Putnam Investment Management
Massachusetts
$407K -$26.1K -55 -6%
32 33
34
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