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Moody's
MCO

Overview Fund Activity

1,148 hedge funds and large institutions have $69.8B invested in Moody's in 2024 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 415 increasing their positions, 388 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,148
Holders Change
+26
Holders Change %
+2.32%
% of All Funds
16.7%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.63%
New
110
Increased
415
Reduced
388
Closed
70
Calls
$72.9M
Puts
$48.6M
Net Calls
+$24.4M
Net Calls Change
+$24.3M

Top Buyers

1
TCI Fund Management
TCI Fund Management
United Kingdom
+$441M
2
PAM
PineStone Asset Management
Quebec, Canada
+$195M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$194M
4
Jennison Associates
Jennison Associates
New York
+$172M
5
UBS AM
UBS AM
Illinois
+$139M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$335M
2
Harris Associates
Harris Associates
Illinois
-$194M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$191M
4
Barclays
Barclays
United Kingdom
-$97.9M
5
ACM
AKRE Capital Management
Virginia
-$97.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
851
NBT Bank
New York
$338K -$75.3K -179 -18%
AP
852
Atwood & Palmer
Missouri
$337K – – –
WIC
853
Woodmont Investment Counsel
Tennessee
$337K – – –
AC
854
Allstate Corporation
Illinois
$335K – – –
PWMAG
855
Pinnacle Wealth Management Advisory Group
New Jersey
$335K +$64.8K +154 +24%
Loomis, Sayles & Company
856
Loomis, Sayles & Company
Massachusetts
$335K +$1.26K +3 +0.4%
GWM
857
GSB Wealth Management
Connecticut
$334K – – –
PA
858
PFG Advisors
Arizona
$332K -$84.2K -200 -20%
FAM
859
Fenimore Asset Management
New York
$331K – – –
GA
860
Gateway Advisory
New Jersey
$329K -$2.95K -7 -0.9%
CI
861
Conning Inc
Connecticut
$327K +$9.68K +23 +3%
HT
862
Heritage Trust
Oklahoma
$326K – – –
CAM
863
Close Asset Management
United Kingdom
$326K +$185K +440 +131%
LC
864
Lindbrook Capital
California
$325K -$78.3K -186 -19%
GI
865
GAMMA Investing
California
$324K +$115K +273 +55%
Winslow Capital Management
866
Winslow Capital Management
Minnesota
$320K -$58.5K -139 -15%
MAM
867
McLean Asset Management
Virginia
$316K +$3.94K +9 +1%
VAF
868
Values Added Financial
District of Columbia
$315K +$1.68K +4 +0.5%
PCM
869
Penserra Capital Management
California
$314K +$420 +1 +0.1%
SMWM
870
Silvia McColl Wealth Management
California
$312K – – –
AIA
871
Angeles Investment Advisors
California
$312K +$312K +741 New
6F
872
626 Financial
Michigan
$311K – – –
Tudor Investment Corp
873
Tudor Investment Corp
Connecticut
$311K -$606K -1,440 -66%
CGPCS
874
Capital Group Private Client Services
California
$307K – – –
Group One Trading
875
Group One Trading
Illinois
$305K +$305K +724 New
33 34
35
36 37