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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 %
PGAM
926
Princeton Global Asset Management
New Jersey
$53.5K – – –
CAS
927
Coppell Advisory Solutions
Texas
$52.4K +$52.4K +152 New
Loomis, Sayles & Company
928
Loomis, Sayles & Company
Massachusetts
$49K -$11.6K -33 -19%
CWC
929
Carolinas Wealth Consulting
North Carolina
$48.4K -$12.2K -35 -20%
BIA
930
Bell Investment Advisors
California
$47.3K – – –
GA
931
GoalVest Advisory
New York
$45.6K +$45.6K +131 New
DJSG
932
D.J. St. Germain
Massachusetts
$45.2K +$45.2K +130 New
FMII
933
Farmers & Merchants Investments Inc
Nebraska
$44.9K – – –
ACA
934
Atlas Capital Advisors
Wyoming
$44.5K -$6.95K -20 -14%
QL
935
Quarry LP
New York
$40.7K +$24K +69 +144%
CSB
936
City State Bank
Iowa
$37K – – –
AA
937
Ancora Advisors
Ohio
$35.6K +$698 +2 +2%
CWM
938
Compass Wealth Management
Connecticut
$35.5K – – –
GWM
939
Geneos Wealth Management
Colorado
$34.8K – – –
CAC
940
Core Alternative Capital
Georgia
$33.1K +$3.48K +10 +12%
SIM
941
Studio Investment Management
Illinois
$32.7K -$24.3K -70 -43%
SWM
942
Sugarloaf Wealth Management
Georgia
$30.3K – – –
MCM
943
MV Capital Management
Maryland
$29.9K +$1.74K +5 +6%
OAJ
944
Ogorek Anthony Joseph
New York
$29K – – –
C
945
Covestor
United Kingdom
$29K – – –
KI
946
Kapitalo Investimentos
Brazil
$28.2K +$28.2K +81 New
CT
947
Clearstead Trust
Maine
$27.1K +$27.1K +78 New
EARNEST Partners
948
EARNEST Partners
Georgia
$27.1K – – –
WPA
949
West Paces Advisors
Georgia
$26.1K – – –
SS
950
Sunbelt Securities
Texas
$26.1K +$2.09K +6 +9%
36 37
38
39 40