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Moody's
MCO

Overview Fund Activity

1,192 hedge funds and large institutions have $76.3B invested in Moody's in 2024 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 458 increasing their positions, 388 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,192
Holders Change
+44
Holders Change %
+3.83%
% of All Funds
17.24%
Holding in Top 10
45
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.65%
% of All Funds
0.65%
New
117
Increased
458
Reduced
388
Closed
60
Calls
$105M
Puts
$58.2M
Net Calls
+$46.9M
Net Calls Change
+$22.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$343M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$239M
3
Jennison Associates
Jennison Associates
New York
+$204M
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$203M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$197M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$703M
2
ACM
AKRE Capital Management
Virginia
-$407M
3
VAM
Veritas Asset Management
United Kingdom
-$394M
4
WPL
WINDACRE PARTNERSHIP LLC
Texas
-$218M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$205M
Name Holding Trade Value Shares
Change 		Shares
Change %
HH
926
Hilltop Holdings
Texas
$307K +$307K +647 New
SC
927
Saybrook Capital
North Carolina
$305K – – –
MOS
928
MGO One Seven
Ohio
$305K +$13.8K +29 +5%
EWA
929
EP Wealth Advisors
California
$304K +$304K +641 New
FCA
930
FinTrust Capital Advisors
South Carolina
$304K – – –
PA
931
Pinnacle Associates
New York
$302K -$59.8K -153 -17%
DF
932
Dunhill Financial
United Kingdom
$301K +$7.59K +16 +3%
HR
933
Howe & Rusling
New York
$297K -$1.42K -3 -0.5%
EE
934
EWG Elevate
California
$296K +$475 +1 +0.2%
BHIA
935
Birch Hill Investment Advisors
Massachusetts
$294K – – –
TLCM
936
Twin Lakes Capital Management
California
$294K – – –
FFM
937
Forum Financial Management
Illinois
$293K +$949 +2 +0.3%
LHC
938
Little House Capital
Massachusetts
$292K – – –
HC
939
Hamilton Capital
Ohio
$291K +$23.6K +52 +9%
MFG
940
Magnus Financial Group
New York
$291K +$291K +613 New
CCA
941
Childress Capital Advisors
Texas
$290K +$475 +1 +0.2%
AFG
942
Atomi Financial Group
New York
$289K +$13.3K +28 +5%
MFC
943
Morris Financial Concepts
South Carolina
$287K – – –
CAM
944
Claret Asset Management
Quebec, Canada
$286K +$949 +2 +0.3%
EFS
945
Essex Financial Services
Connecticut
$285K +$11.2K +24 +4%
RWS
946
Resolute Wealth Strategies
Mississippi
$285K – – –
HWA
947
HCR Wealth Advisors
California
$285K – – –
ECM
948
EagleClaw Capital Management
Massachusetts
$285K – – –
PFA
949
Pathway Financial Advisors
Vermont
$285K – – –
CFM
950
Catalyst Funds Management
Australia
$285K +$285K +600 New
36 37
38
39 40