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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 %
PWM
951
Prosperity Wealth Management
California
$224K – – –
CWM
952
CMH Wealth Management
New Hampshire
$224K +$224K +533 New
RIM
953
Reliant Investment Management
Tennessee
$222K – – –
CWM
954
Chesapeake Wealth Management
Virginia
$221K – – –
EP
955
Edgestream Partners
New Jersey
$219K -$207K -491 -49%
WF
956
Wayfinding Financial
Washington
$219K +$219K +522 New
QWP
957
Quotient Wealth Partners
Texas
$218K +$218K +518 New
EL
958
EWA LLC
Pennsylvania
$216K +$216K +478 New
WCP
959
Wick Capital Partners
Pennsylvania
$215K +$215K +510 New
TPI
960
Trust Point Inc
Wisconsin
$214K -$26.5K -63 -11%
TWA
961
TCI Wealth Advisors
Arizona
$212K +$212K +504 New
TFF
962
The Family Firm
Maryland
$212K +$212K +503 New
PTC
963
Private Trust Company
Ohio
$211K +$32.8K +78 +18%
QCM
964
Qsemble Capital Management
New York
$211K +$211K +502 New
BHBT
965
Burke & Herbert Bank & Trust
Virginia
$210K -$25.3K -60 -11%
AA
966
Alta Advisers
United Kingdom
$210K – – –
PFP
967
Paragon Financial Partners
California
$210K +$210K +500 New
PI
968
PGGM Investments
Netherlands
$210K – – –
MFS
969
Mirabella Financial Services
United Kingdom
$209K +$209K +497 New
PGFC
970
Peapack-Gladstone Financial Corp
New Jersey
$206K +$206K +489 New
AIA
971
Alera Investment Advisors
Illinois
$206K +$206K +489 New
Federated Hermes
972
Federated Hermes
Pennsylvania
$205K -$2.95K -7 -1%
CWAG
973
Compton Wealth Advisory Group
Virginia
$204K +$204K +484 New
WHCFA
974
William Howard & Co Financial Advisors
Tennessee
$200K +$200K +475 New
BFO
975
Boston Family Office
Massachusetts
$200K +$200K +476 New
37 38
39
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