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Moody's
MCO

Overview Fund Activity

957 hedge funds and large institutions have $52B invested in Moody's in 2023 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 337 increasing their positions, 339 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
957
Holders Change
–
Holders Change %
0%
% of All Funds
15.32%
Holding in Top 10
41
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.89%
% of All Funds
0.66%
New
88
Increased
337
Reduced
339
Closed
69
Calls
$221M
Puts
$118M
Net Calls
+$104M
Net Calls Change
+$156M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
$377M
2
TCI Fund Management
TCI Fund Management
United Kingdom
$3.17B
3
VOYA Investment Management
VOYA Investment Management
Georgia
$311M
4
PAM
PineStone Asset Management
Quebec, Canada
$305M
5
SP
Sarasin & Partners
United Kingdom
$312M

Top Sellers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
$267M
2
Capital International Investors
Capital International Investors
California
$121M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.19B
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$676M
5
First Trust Advisors
First Trust Advisors
Illinois
$2.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
926
NewSquare Capital
Pennsylvania
$7.04K +$7.04K +23 New
IRC
927
Investors Research Corp
Georgia
$6.73K – – –
Commonwealth Equity Services
928
Commonwealth Equity Services
Massachusetts
$5.64K +$466 +1,522 +9%
CFD
929
Creative Financial Designs
Indiana
$5.25K – – –
PWMG
930
Prestige Wealth Management Group
New Jersey
$5.2K – – –
HIA
931
Harbor Investment Advisory
Maryland
$4.9K – – –
TJHA
932
Thomas J. Herzfeld Advisors
Florida
$4.59K – – –
DI
933
Disciplined Investments
Oklahoma
$3.67K +$306 +1 +9%
AWM
934
Avior Wealth Management
Nebraska
$3.67K +$1.84K +6 +100%
BWL
935
Bogart Wealth LLC
Virginia
$3.67K +$3.67K +12 New
SIC
936
SJS Investment Consulting
Ohio
$3.37K – – –
M
937
MOTCO
Texas
$2.75K – – –
CTA
938
Colonial Trust Advisors
South Carolina
$2.45K -$306 -1 -11%
APC
939
Aspire Private Capital
North Carolina
$2.45K – – –
WT
940
Washington Trust
Rhode Island
$2.14K +$306 +1 +17%
GM
941
GeoWealth Management
Illinois
$2K -$568K -1,705 -100%
ONST
942
Old North State Trust
North Carolina
$2K – – –
TCA
943
Trifecta Capital Advisors
Illinois
$1.84K – – –
FSWA
944
Financial Synergies Wealth Advisors
Texas
$1.84K +$1.84K +6 New
HWP
945
Highline Wealth Partners
California
$1.84K – – –
CCA
946
Column Capital Advisors
Indiana
$1.84K – – –
SCA
947
Stonebridge Capital Advisors
Minnesota
$1.54K – – –
WWM
948
Wolff Wiese Magana
California
$1.53K – – –
BAM
949
Bellevue Asset Management
Washington
$1.53K – – –
ECM
950
Everence Capital Management
Indiana
$1.36K +$306 +1,000 +29%
36 37
38
39 40