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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 %
RVPG
876
Relative Value Partners Group
$254K +$391 +1 +0.2%
TIMH
877
Tilt Investment Management Holdings
New York
$253K -$74.2K -190 -23%
SC
878
Saybrook Capital
North Carolina
$251K – – –
FCA
879
FinTrust Capital Advisors
South Carolina
$248K – – –
ATPW
880
Ashton Thomas Private Wealth
Arizona
$247K +$247K +633 New
AF
881
Allworth Financial
California
$246K +$55.9K +143 +29%
EE
882
EWG Elevate
California
$246K +$246K +630 New
VAG
883
VisionPoint Advisory Group
Texas
$246K +$132K +338 +116%
PWMAG
884
Pinnacle Wealth Management Advisory Group
New Jersey
$245K +$245K +627 New
MSWM
885
McGlone Suttner Wealth Management
Wisconsin
$245K +$245K +627 New
GA
886
Gateway Advisory
New Jersey
$243K +$243K +623 New
HR
887
Howe & Rusling
New York
$243K +$243K +621 New
TLCM
888
Twin Lakes Capital Management
California
$242K – – –
LHC
889
Little House Capital
Massachusetts
$241K -$17.6K -45 -7%
FFM
890
Forum Financial Management
Illinois
$240K +$240K +614 New
IAN
891
Integrated Advisors Network
Texas
$237K +$237K +608 New
KJHP
892
K.J. Harrison & Partners
Ontario, Canada
$236K +$236K +604 New
RWS
893
Resolute Wealth Strategies
Mississippi
$234K +$234K +600 New
MCM
894
Monarch Capital Management
Indiana
$234K +$234K +600 New
ECM
895
EagleClaw Capital Management
Massachusetts
$234K +$234K +600 New
HWA
896
HCR Wealth Advisors
California
$234K +$234K +600 New
PFA
897
Pathway Financial Advisors
Vermont
$234K +$234K +600 New
BHBT
898
Burke & Herbert Bank & Trust
Virginia
$234K +$234K +600 New
CA
899
Cullinan Associates
Kentucky
$234K +$234K +600 New
FNBTCON
900
First National Bank & Trust Co of Newtown
Pennsylvania
$234K +$234K +600 New
34 35
36
37 38