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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 %
LAM
901
L2 Asset Management
Massachusetts
$234K +$234K +599 New
DAS
902
Dynamic Advisor Solutions
Arizona
$230K +$230K +618 New
AWM
903
Accurate Wealth Management
Florida
$228K +$228K +606 New
SLG
904
Stanley-Laman Group
Pennsylvania
$228K +$228K +584 New
KIG
905
Kowal Investment Group
Wisconsin
$227K +$227K +582 New
SGI
906
Summit Global Investments
Utah
$227K +$227K +581 New
JEST
907
JTC Employer Solutions Trustee
Jersey
$226K – – –
AIM
908
Aigen Investment Management
New York
$225K +$225K +576 New
TWP
909
Tyche Wealth Partners
Texas
$225K +$225K +576 New
PI
910
Putnam Investments
Massachusetts
$223K +$223K +570 New
CCM
911
Carlson Capital Management
Minnesota
$222K +$222K +568 New
IAIM
912
International Assets Investment Management
Florida
$221K -$45.7K -117 -17%
C
913
Certuity
Florida
$221K +$221K +566 New
AA
914
Advisory Alpha
Michigan
$220K +$220K +563 New
NS
915
NBC Securities
Alabama
$217K -$7.03K -18 -3%
CAM
916
Claret Asset Management
Quebec, Canada
$216K +$216K +554 New
KCM
917
Kathmere Capital Management
Pennsylvania
$216K +$216K +552 New
TPI
918
Trust Point Inc
Wisconsin
$214K +$214K +549 New
CAM
919
Cypress Asset Management
Texas
$211K +$211K +540 New
BC
920
Bridgefront Capital
Texas
$209K +$209K +536 New
RIL
921
Rothschild Investment LLC
Illinois
$209K +$209K +535 New
PWM
922
Prosperity Wealth Management
California
$208K +$208K +533 New
ACI
923
Alpha Cubed Investments
California
$208K +$208K +533 New
LSA
924
Lion Street Advisors
Texas
$207K +$207K +531 New
RIM
925
Reliant Investment Management
Tennessee
$206K +$206K +528 New
35 36
37
38 39