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Moody's
MCO

Overview Fund Activity

1,017 hedge funds and large institutions have $58.1B invested in Moody's in 2023 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 347 increasing their positions, 353 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,017
Holders Change
+60
Holders Change %
+6.27%
% of All Funds
16.04%
Holding in Top 10
48
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.07%
% of All Funds
0.76%
New
121
Increased
347
Reduced
353
Closed
60
Calls
$121M
Puts
$107M
Net Calls
+$14.1M
Net Calls Change
-$89.6M

Top Buyers

1
VAM
Veritas Asset Management
United Kingdom
+$320M
2
WPL
WINDACRE PARTNERSHIP LLC
Texas
+$144M
3
AC
AKO Capital
United Kingdom
+$117M
4
Prudential Financial
Prudential Financial
New Jersey
+$97.6M
5
AIM
Artemis Investment Management
United Kingdom
+$95.5M

Top Sellers

1
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$430M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$372M
3
BlackRock
BlackRock
New York
-$209M
4
PAM
PineStone Asset Management
Quebec, Canada
-$205M
5
SP
Sarasin & Partners
United Kingdom
-$188M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
901
Parkside Financial Bank & Trust
Missouri
$103K +$5.91K +17 +6%
EWA
902
EverSource Wealth Advisors
Alabama
$102K +$37.6K +108 +59%
AWM
903
Atticus Wealth Management
Florida
$92.1K -$17.4K -50 -16%
RMC
904
Resources Management Corp
Connecticut
$92K -$17.2M -49,705 -99%
BFEC
905
Benjamin F. Edwards & Company
Missouri
$91K – – –
HCP
906
Hexagon Capital Partners
Arkansas
$89K -$3.83K -11 -4%
CAM
907
Close Asset Management
United Kingdom
$87K -$104K -300 -55%
KTC
908
Kistler-Tiffany Companies
Pennsylvania
$86.9K – – –
NSIM
909
North Star Investment Management
Illinois
$84.8K – – –
AT
910
Avalon Trust
New Mexico
$83.8K – – –
VAG
911
VisionPoint Advisory Group
Texas
$82.4K +$82.4K +237 New
TFM
912
TFC Financial Management
Massachusetts
$80.7K +$348 +1 +0.4%
SIS
913
Sound Income Strategies
Florida
$80.7K – – –
CMP
914
Coston McIsaac & Partners
Maine
$80K +$345 +1 +0.4%
GCGDR
915
Geo Capital Gestora de Recursos
Brazil
$78K -$22.2K -64 -22%
SSG
916
Summit Securities Group
New York
$72K -$39.3K -113 -35%
DMBA
917
Deseret Mutual Benefit Administrators
Utah
$70.9K +$1.39K +4 +2%
MLA
918
MB, Levis & Associates
Pennsylvania
$69.5K – – –
MRCM
919
M&R Capital Management
New Jersey
$69.5K – – –
EDRH
920
Edmond de Rothschild Holding
Switzerland
$69.5K – – –
GRP
921
Global Retirement Partners
California
$66.4K -$1.74K -5 -3%
Jones Financial Companies
922
Jones Financial Companies
Missouri
$62.2K +$34.1K +98 +121%
CFFP
923
Center for Financial Planning
Michigan
$54.9K – – –
SCM
924
Silvant Capital Management
Georgia
$54.6K – – –
POIA
925
Pin Oak Investment Advisors
Texas
$54K +$54K +155 New
35 36
37
38 39