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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 %
GBT
951
Grove Bank & Trust
Florida
$132K – – –
DEM
952
Disciplined Equity Management
Florida
$130K +$130K +332 New
QC
953
Quent Capital
New York
$128K +$1.56K +4 +1%
PFBT
954
Parkside Financial Bank & Trust
Missouri
$128K +$7.03K +18 +6%
EWA
955
EverSource Wealth Advisors
Alabama
$127K +$12.1K +31 +11%
MPWT
956
MassMutual Private Wealth & Trust
Connecticut
$127K +$18.4K +47 +17%
FFA
957
First Foundation Advisors
California
$124K -$196K -501 -61%
Jones Financial Companies
958
Jones Financial Companies
Missouri
$119K +$48.4K +124 +69%
SIC
959
Salem Investment Counselors
North Carolina
$118K – – –
JFA
960
JNBA Financial Advisors
Minnesota
$117K – – –
YAL
961
Your Advocates Ltd
Texas
$117K – – –
NA
962
NewEdge Advisors
Louisiana
$111K -$780 -2 -0.7%
HCP
963
Hexagon Capital Partners
Arkansas
$107K +$7.42K +19 +7%
RMC
964
Resources Management Corp
Connecticut
$104K – – –
AWM
965
Atticus Wealth Management
Florida
$103K – – –
EPW
966
Evergreen Private Wealth
Colorado
$101K +$101K +258 New
MIM
967
Meridiem Investment Management
United Kingdom
$97.6K – – –
SC
968
SouthState Corp
Florida
$95.7K -$23.4K -60 -20%
NSIM
969
North Star Investment Management
Illinois
$95.3K – – –
CMP
970
Coston McIsaac & Partners
Maine
$91K +$391 +1 +0.4%
SIS
971
Sound Income Strategies
Florida
$90.6K – – –
TFM
972
TFC Financial Management
Massachusetts
$89.8K -$391 -1 -0.4%
T
973
TOBAM
France
$82K +$78.1K +201 +2,010%
MLA
974
MB, Levis & Associates
Pennsylvania
$78.1K – – –
MRCM
975
M&R Capital Management
New Jersey
$78.1K – – –
37 38
39
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