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Moody's
MCO

Overview Fund Activity

1,028 hedge funds and large institutions have $53.1B invested in Moody's in 2023 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 376 increasing their positions, 345 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,028
Holders Change
+11
Holders Change %
+1.08%
% of All Funds
16.39%
Holding in Top 10
38
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-20.83%
% of All Funds
0.61%
New
90
Increased
376
Reduced
345
Closed
69
Calls
$205M
Puts
$125M
Net Calls
+$79.8M
Net Calls Change
+$65.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$362M
2
PAM
PineStone Asset Management
Quebec, Canada
+$359M
3
First Trust Advisors
First Trust Advisors
Illinois
+$161M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$154M
5
Jennison Associates
Jennison Associates
New York
+$136M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$178M
2
Marshall Wace
Marshall Wace
United Kingdom
-$177M
3
CF
Canoe Financial
Alberta, Canada
-$151M
4
Flossbach Von Storch
Flossbach Von Storch
Germany
-$141M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCGDR
926
Geo Capital Gestora de Recursos
Brazil
$55K -$16.5K -52 -23%
MIA
927
Milestone Investment Advisors
Wisconsin
$51.5K +$51.5K +163 New
CFFP
928
Center for Financial Planning
Michigan
$50K – – –
SCM
929
Silvant Capital Management
Georgia
$49.6K – – –
PGAM
930
Princeton Global Asset Management
New Jersey
$48.7K – – –
AP
931
Arlington Partners
Alabama
$48.4K -$92.3K -292 -66%
AT
932
Arlington Trust
Alabama
$48.4K +$48.4K +153 New
KI
933
Kapitalo Investimentos
Brazil
$44.9K +$19.3K +61 +75%
ACA
934
Atlas Capital Advisors
Wyoming
$42.4K +$1.9K +6 +5%
DJSG
935
D.J. St. Germain
Massachusetts
$41.1K – – –
FMII
936
Farmers & Merchants Investments Inc
Nebraska
$40.8K – – –
HH
937
HWG Holdings
Texas
$40.5K +$18.7K +59 +86%
CWC
938
Carolinas Wealth Consulting
North Carolina
$39.8K -$3.08K -10 -7%
BIA
939
Bell Investment Advisors
California
$39.5K -$3.48K -11 -8%
GWM
940
Geneos Wealth Management
Colorado
$38.9K +$7.27K +23 +23%
RCM
941
Raleigh Capital Management
North Carolina
$38.6K +$18.1K +57 +88%
AGWCA
942
Annis Gardner Whiting Capital Advisors
Florida
$34.8K +$34.8K +110 New
CSB
943
City State Bank
Iowa
$34K – – –
QL
944
Quarry LP
New York
$33.5K -$3.48K -11 -9%
AA
945
Ancora Advisors
Ohio
$32.4K – – –
SWM
946
Spire Wealth Management
Virginia
$32.3K -$2.28M -7,195 -99%
CWM
947
Compass Wealth Management
Connecticut
$32.3K – – –
CAC
948
Core Alternative Capital
Georgia
$30.1K – – –
TFA
949
Transamerica Financial Advisors
Florida
$29K +$29K +90 New
MCM
950
MV Capital Management
Maryland
$28.1K +$949 +3 +3%
36 37
38
39 40