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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 %
CAM
876
Close Asset Management
United Kingdom
$368K – – –
AFG
877
Argent Financial Group
Louisiana
$368K +$368K +775 New
SB
878
Simmons Bank
Arkansas
$367K -$57K -120 -13%
HCMT
879
Highland Capital Management (Tennessee)
Tennessee
$367K -$28.5K -60 -7%
LC
880
Lindbrook Capital
California
$363K -$3.8K -8 -1%
SIM
881
Sentry Investment Management
Wisconsin
$361K +$36.1K +76 +11%
IBOK
882
Independence Bank of Kentucky
Kentucky
$360K +$356K +750 +9,375%
PCM
883
Penserra Capital Management
California
$358K +$3.79K +8 +1%
IPW
884
Invictus Private Wealth
Colorado
$358K -$35.1K -74 -9%
VAF
885
Values Added Financial
District of Columbia
$356K +$949 +2 +0.3%
SMWM
886
Silvia McColl Wealth Management
California
$352K – – –
AIA
887
Angeles Investment Advisors
California
$352K – – –
6F
888
626 Financial
Michigan
$351K – – –
GIA
889
Guyasuta Investment Advisors
Pennsylvania
$348K +$22.3K +47 +7%
AC
890
Avestar Capital
New York
$345K +$27.1K +57 +9%
LAM
891
L2 Asset Management
Massachusetts
$343K +$11.4K +24 +3%
MSWM
892
McGlone Suttner Wealth Management
Wisconsin
$343K +$45.6K +96 +15%
CWP
893
Cyndeo Wealth Partners
Florida
$343K +$24.7K +52 +8%
KWM
894
Kingsview Wealth Management
Oregon
$343K +$33.2K +70 +11%
MPM
895
MBB Public Markets
Illinois
$342K -$5.2M -10,960 -94%
CA
896
Carson Advisory
Georgia
$342K – – –
MKA
897
M. Kulyk & Associates
Georgia
$341K – – –
DIM
898
Delta Investment Management
California
$341K -$533K -1,122 -61%
CGPCS
899
Capital Group Private Client Services
California
$339K -$7.12K -15 -2%
MAM
900
McLean Asset Management
Virginia
$339K +$6.45K +14 +2%
34 35
36
37 38