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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
$3.04B
2
TCI Fund Management
TCI Fund Management
United Kingdom
$4.71B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.12B
4
Bank of New York Mellon
Bank of New York Mellon
New York
$1B
5
AP
Altarock Partners
Florida
$317M

Top Sellers

1
BlackRock
BlackRock
New York
$5.05B
2
VAM
Veritas Asset Management
United Kingdom
$622M
3
BCF
BLS Capital Fondsmaeglerselskab
Denmark
$214M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$1.53B
5
VOYA Investment Management
VOYA Investment Management
Georgia
$222M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPWA
926
Regent Peak Wealth Advisors
Georgia
$206K +$206K +527 New
CWM
927
Chesapeake Wealth Management
Virginia
$205K +$205K +525 New
AG
928
Ascent Group
Virginia
$204K +$204K +509 New
HI
929
Human Investing
Oregon
$204K +$204K +522 New
QWP
930
Quotient Wealth Partners
Texas
$202K +$202K +517 New
GWS
931
Glassman Wealth Services
Virginia
$198K -$82.8K -212 -29%
PAM
932
Paradigm Asset Management
New York
$195K – – –
CYG
933
Clean Yield Group
Vermont
$195K – – –
AA
934
Alta Advisers
United Kingdom
$195K – – –
PI
935
PGGM Investments
Netherlands
$195K +$195K +500 New
MME
936
Meag Munich Ergo
Germany
$182K – – –
MCM
937
Manchester Capital Management
Vermont
$179K +$11.7K +30 +7%
CFO
938
CVA Family Office
Colorado
$176K +$176K +450 New
ICM
939
Islay Capital Management
Texas
$173K -$2.34K -6 -1%
AT
940
Arlington Trust
Alabama
$164K +$105K +268 +175%
SAI
941
Systematic Alpha Investments
New Jersey
$162K – – –
A
942
AlphaQuest
New York
$161K +$161K +411 New
BTI
943
Blue Trust Inc
Georgia
$160K -$240K -759 -60%
B
944
Birchbrook
Maine
$156K +$156K +400 New
HI
945
Harbour Investments
Wisconsin
$155K +$32.4K +83 +26%
LS
946
Livforsakringsbolaget Skandia
Sweden
$148K +$22.7K +58 +18%
PTC
947
Private Trust Company
Ohio
$143K +$17.2K +44 +14%
GM
948
GeoWealth Management
Illinois
$141K +$120K +307 +558%
GI
949
GAMMA Investing
California
$139K +$139K +355 New
JFGIW
950
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$132K +$132K +339 New
36 37
38
39 40