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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 %
ANBT
851
American National Bank & Trust
Texas
$405K -$1.9K -4 -0.5%
PA
852
PFG Advisors
Arizona
$405K +$30.8K +65 +8%
4WM
853
4J Wealth Management
Virginia
$404K – – –
MA
854
Mutual Advisors
Nebraska
$404K +$22K +47 +6%
LFA
855
Legacy Financial Advisors
Kentucky
$403K +$9.49K +20 +2%
HIM
856
Hanlon Investment Management
New Jersey
$401K -$2.85K -6 -0.7%
PA
857
Procyon Advisors
Connecticut
$400K +$4.27K +9 +1%
WWM
858
Western Wealth Management
Colorado
$400K -$4.27K -9 -1%
CHA
859
Carmichael Hill & Associates
Maryland
$398K – – –
DBRC
860
D.B. Root & Company
Pennsylvania
$395K -$289K -609 -42%
MCM
861
Manchester Capital Management
Vermont
$388K +$475 +1 +0.1%
AA
862
Addison Advisors
Vermont
$387K – – –
BWP
863
Baldwin Wealth Partners
Massachusetts
$387K – – –
BCM
864
Boltwood Capital Management
California
$384K -$2.37K -5 -0.6%
BWP
865
Balboa Wealth Partners
Arizona
$381K -$475 -1 -0.1%
AP
866
Atwood & Palmer
Missouri
$380K – – –
BBP
867
Banco BTG Pactual
Brazil
$380K – – –
WIC
868
Woodmont Investment Counsel
Tennessee
$380K – – –
MAM
869
Magellan Asset Management
Australia
$379K -$23.7K -50 -6%
GA
870
Gateway Advisory
New Jersey
$378K +$6.64K +14 +2%
PWMAG
871
Pinnacle Wealth Management Advisory Group
New Jersey
$377K -$1.42K -3 -0.4%
GWM
872
GSB Wealth Management
Connecticut
$377K – – –
FAM
873
Fenimore Asset Management
New York
$374K – – –
AWM
874
Aprio Wealth Management
Georgia
$371K +$43.2K +91 +13%
CI
875
Conning Inc
Connecticut
$369K – – –
33 34
35
36 37