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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 %
PWM
976
Prosperity Wealth Management
California
$253K – – –
SQA
977
Simon Quick Advisors
New Jersey
$252K +$252K +532 New
EWA
978
EverSource Wealth Advisors
Alabama
$252K +$11.9K +25 +5%
CHP
979
Cable Hill Partners
Oregon
$252K +$252K +531 New
RIM
980
Reliant Investment Management
Tennessee
$251K – – –
PWP
981
Principle Wealth Partners
Connecticut
$249K +$249K +525 New
CWM
982
Chesapeake Wealth Management
Virginia
$249K – – –
TPI
983
Trust Point Inc
Wisconsin
$249K +$7.59K +16 +3%
SCP
984
Stamos Capital Partners
California
$247K -$361K -760 -59%
VIA
985
Virtus Investment Advisers
Connecticut
$247K +$247K +520 New
WCP
986
Wick Capital Partners
Pennsylvania
$242K – – –
EFA
987
Edge Financial Advisors
Illinois
$239K +$239K +504 New
IC
988
Iconiq Capital
California
$239K +$239K +504 New
TFF
989
The Family Firm
Maryland
$239K – – –
AA
990
Alta Advisers
United Kingdom
$237K – – –
PFP
991
Paragon Financial Partners
California
$237K – – –
BHBT
992
Burke & Herbert Bank & Trust
Virginia
$237K – – –
PTC
993
Private Trust Company
Ohio
$236K -$1.9K -4 -0.8%
AIA
994
Alera Investment Advisors
Illinois
$235K +$3.32K +7 +1%
TWA
995
TCI Wealth Advisors
Arizona
$235K -$3.8K -8 -2%
DOA
996
D'Orazio & Associates
Virginia
$233K +$233K +492 New
SFG
997
Shum Financial Group
California
$231K +$231K +500 New
PGFC
998
Peapack-Gladstone Financial Corp
New Jersey
$230K -$1.9K -4 -0.8%
CWAG
999
Compton Wealth Advisory Group
Virginia
$230K – – –
EL
1000
EWA LLC
Pennsylvania
$229K -$1.45K -3 -0.6%
38 39
40
41 42