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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 %
Winslow Capital Management
901
Winslow Capital Management
Minnesota
$337K -$24.2K -51 -7%
GIA
902
Gladstone Institutional Advisory
Florida
$335K – – –
NB
903
NBT Bank
New York
$331K -$49.4K -104 -13%
GLA
904
Great Lakes Advisors
Illinois
$331K +$37K +78 +13%
PWPS
905
Pinnacle Wealth Planning Services
Ohio
$329K -$3.8K -8 -1%
APM
906
Advanced Portfolio Management
New York
$327K -$283K -596 -46%
IAN
907
Integrated Advisors Network
Texas
$327K +$9.02K +19 +3%
EA
908
Everpar Advisors
Oklahoma
$326K +$4.75K +10 +1%
ACGA
909
Atlanta Consulting Group Advisors
Georgia
$323K +$1.42K +3 +0.4%
RIL
910
Rothschild Investment LLC
Illinois
$323K +$2.37K +5 +0.7%
WFI
911
West Family Investments
California
$323K +$2.85K +6 +0.9%
MIS
912
Morningstar Investment Services
Illinois
$323K +$50.2K +106 +18%
SMA
913
Sage Mountain Advisors
Georgia
$322K -$11.9K -25 -4%
PFA
914
Plotkin Financial Advisors
Maryland
$321K – – –
NS
915
NBC Securities
Alabama
$320K +$55.5K +117 +21%
CC
916
Corton Capital
Ontario, Canada
$316K +$316K +666 New
WHC
917
Wulff, Hansen & Co
California
$316K – – –
PCP
918
Proficio Capital Partners
Massachusetts
$315K -$260K -549 -45%
AP
919
Adero Partners
California
$313K +$11.4K +24 +4%
FMLI
920
Fukoku Mutual Life Insurance
Japan
$313K – – –
SGAM
921
Smith Group Asset Management
Texas
$312K +$312K +658 New
AC
922
AXQ Capital
New Jersey
$311K +$311K +655 New
KIG
923
Kowal Investment Group
Wisconsin
$311K +$38.4K +81 +14%
FHA
924
Flagship Harbor Advisors
Massachusetts
$308K +$308K +650 New
NWAG
925
Net Worth Advisory Group
Utah
$308K +$308K +649 New
35 36
37
38 39