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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 %
MFC
851
Morris Financial Concepts
South Carolina
$285K – – –
DGAM
852
Desjardins Global Asset Management
Quebec, Canada
$282K +$3.91K +10 +1%
CA
853
Carson Advisory
Georgia
$281K – – –
MC
854
Machina Capital
France
$278K -$2.01M -5,152 -88%
MAM
855
Magellan Asset Management
Australia
$277K +$5.47K +14 +2%
LF
856
Lannebo Fonder
Sweden
$277K +$277K +708 New
ITFISA
857
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$273K -$117K -300 -30%
PWPS
858
Pinnacle Wealth Planning Services
Ohio
$273K +$781 +2 +0.3%
GL
859
Graypoint LLC
New York
$269K +$8.59K +22 +3%
GIA
860
Guyasuta Investment Advisors
Pennsylvania
$268K – – –
FFP
861
FourThought Financial Partners
Florida
$268K +$391 +1 +0.1%
SAM
862
Smartleaf Asset Management
Massachusetts
$268K +$268K +692 New
Wolverine Trading
863
Wolverine Trading
Illinois
$264K -$59.4K -152 -18%
MAM
864
McLean Asset Management
Virginia
$264K -$744 -2 -0.3%
CWP
865
Cyndeo Wealth Partners
Florida
$262K +$5.08K +13 +2%
WFI
866
West Family Investments
California
$261K +$6.25K +16 +2%
HC
867
Hamilton Capital
Ohio
$261K +$261K +668 New
SHJ
868
Sharkey, Howes & Javer
Colorado
$260K – – –
FFA
869
Farther Finance Advisors
California
$260K +$120K +308 +86%
SWP
870
Stratos Wealth Partners
Ohio
$260K +$4.69K +12 +2%
GC
871
Gilbert & Cook
Iowa
$258K -$41.4K -106 -14%
PTC
872
Petrus Trust Company
Texas
$257K -$154K -394 -37%
FAIM
873
Financial Advocates Investment Management
Washington
$256K +$256K +655 New
MOS
874
MGO One Seven
Ohio
$255K -$363K -930 -59%
CCA
875
Childress Capital Advisors
Texas
$255K +$781 +2 +0.3%
33 34
35
36 37