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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 %
FNBTCON
951
First National Bank & Trust Co of Newtown
Pennsylvania
$285K – – –
QWP
952
Quotient Wealth Partners
Texas
$281K +$35.1K +74 +14%
KCM
953
Kathmere Capital Management
Pennsylvania
$280K +$19.9K +42 +8%
AG
954
Ascent Group
Virginia
$279K +$19K +40 +7%
CSPIA
955
Cary Street Partners Investment Advisory
Virginia
$278K +$5.7K +12 +2%
SLG
956
Stanley-Laman Group
Pennsylvania
$277K – – –
LFAS
957
Level Four Advisory Services
Texas
$277K -$1.44M -3,165 -84%
AWM
958
Accurate Wealth Management
Florida
$276K -$13.1K -27 -5%
BFM
959
Boothbay Fund Management
New York
$276K -$572K -1,206 -67%
JEST
960
JTC Employer Solutions Trustee
Jersey
$275K – – –
KP
961
Keel Point
Alabama
$274K +$20.4K +43 +8%
TWP
962
Tyche Wealth Partners
Texas
$274K +$2.37K +5 +0.9%
Connor, Clark & Lunn Investment Management (CC&L)
963
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$273K +$273K +576 New
BMCM
964
Bryn Mawr Capital Management
Pennsylvania
$271K -$57K -120 -17%
PIM
965
Plato Investment Management
Australia
$269K – – –
SWP
966
Stratos Wealth Partners
Ohio
$267K +$1.9K +4 +0.7%
HFM
967
Harvest Fund Management
China
$266K +$165K +348 +164%
RHJA
968
Rice Hall James & Associates
California
$265K -$149K -315 -36%
DAS
969
Dynamic Advisor Solutions
Arizona
$263K -$60.8K -128 -19%
BB
970
Busey Bank
Illinois
$261K -$42.2K -89 -14%
RPWA
971
Regent Peak Wealth Advisors
Georgia
$260K +$5.22K +11 +2%
CAM
972
Cypress Asset Management
Texas
$256K – – –
SHJ
973
Sharkey, Howes & Javer
Colorado
$255K – – –
CWM
974
CMH Wealth Management
New Hampshire
$253K – – –
ACI
975
Alpha Cubed Investments
California
$253K -$5.7K -12 -2%
37 38
39
40 41