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Moody's
MCO

Overview Fund Activity

1,148 hedge funds and large institutions have $69.8B invested in Moody's in 2024 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 415 increasing their positions, 388 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,148
Holders Change
+26
Holders Change %
+2.32%
% of All Funds
16.7%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.63%
New
110
Increased
415
Reduced
388
Closed
70
Calls
$72.9M
Puts
$48.6M
Net Calls
+$24.4M
Net Calls Change
+$24.3M

Top Buyers

1
TCI Fund Management
TCI Fund Management
United Kingdom
+$441M
2
PAM
PineStone Asset Management
Quebec, Canada
+$195M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$194M
4
Jennison Associates
Jennison Associates
New York
+$172M
5
UBS AM
UBS AM
Illinois
+$139M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$335M
2
Harris Associates
Harris Associates
Illinois
-$194M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$191M
4
Barclays
Barclays
United Kingdom
-$97.9M
5
ACM
AKRE Capital Management
Virginia
-$97.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFG
926
Jefferies Financial Group
New York
$252K +$252K +599 New
KP
927
Keel Point
Alabama
$249K +$11.2K +24 +5%
HC
928
Hamilton Capital
Ohio
$248K -$22.3K -53 -8%
SLG
929
Stanley-Laman Group
Pennsylvania
$246K – – –
MSWM
930
McGlone Suttner Wealth Management
Wisconsin
$245K -$83.1K -213 -25%
AFG
931
Atomi Financial Group
New York
$244K +$244K +580 New
JEST
932
JTC Employer Solutions Trustee
Jersey
$244K – – –
MIS
933
Morningstar Investment Services
Illinois
$242K +$242K +576 New
KIG
934
Kowal Investment Group
Wisconsin
$242K -$40.4K -96 -14%
CSPIA
935
Cary Street Partners Investment Advisory
Virginia
$242K +$16.8K +40 +7%
TWP
936
Tyche Wealth Partners
Texas
$240K -$2.11K -5 -0.9%
PIM
937
Plato Investment Management
Australia
$239K – – –
DZ Bank
938
DZ Bank
Germany
$237K +$842 +2 +0.4%
WA
939
Waverly Advisors
Alabama
$236K +$236K +560 New
SWP
940
Stratos Wealth Partners
Ohio
$235K +$16K +38 +7%
NS
941
NBC Securities
Alabama
$234K – – –
NEI
942
Northwest & Ethical Investments
Ontario, Canada
$232K +$63.1K +150 +38%
EWA
943
EverSource Wealth Advisors
Alabama
$231K -$20.6K -45 -8%
KCM
944
Kathmere Capital Management
Pennsylvania
$230K -$2.53K -6 -1%
AG
945
Ascent Group
Virginia
$230K +$16K +38 +7%
ACI
946
Alpha Cubed Investments
California
$229K -$4.21K -10 -2%
CAM
947
Cypress Asset Management
Texas
$227K – – –
VT
948
Vise Technologies
New York
$227K +$227K +540 New
SHJ
949
Sharkey, Howes & Javer
Colorado
$226K – – –
RPWA
950
Regent Peak Wealth Advisors
Georgia
$226K +$2.11K +5 +0.9%
36 37
38
39 40