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Moody's
MCO

Overview Fund Activity

1,017 hedge funds and large institutions have $58.1B invested in Moody's in 2023 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 347 increasing their positions, 353 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,017
Holders Change
+60
Holders Change %
+6.27%
% of All Funds
16.04%
Holding in Top 10
48
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.07%
% of All Funds
0.76%
New
121
Increased
347
Reduced
353
Closed
60
Calls
$121M
Puts
$107M
Net Calls
+$14.1M
Net Calls Change
-$89.6M

Top Buyers

1
VAM
Veritas Asset Management
United Kingdom
$796M
2
WPL
WINDACRE PARTNERSHIP LLC
Texas
$507M
3
AC
AKO Capital
United Kingdom
$259M
4
Prudential Financial
Prudential Financial
New Jersey
$145M
5
AIM
Artemis Investment Management
United Kingdom
$95.5M

Top Sellers

1
Ninety One (UK)
Ninety One (UK)
United Kingdom
$693M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$395M
3
BlackRock
BlackRock
New York
$4.37B
4
PAM
PineStone Asset Management
Quebec, Canada
$142M
5
SP
Sarasin & Partners
United Kingdom
$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
IBOK
1001
Independence Bank of Kentucky
Kentucky
$2.78K +$2.78K +8 New
TCA
1002
Trifecta Capital Advisors
Illinois
$2.09K – – –
WT
1003
Washington Trust
Rhode Island
$2.09K -$348 -1 -14%
HWP
1004
Highline Wealth Partners
California
$2.09K – – –
CCA
1005
Column Capital Advisors
Indiana
$2.09K – – –
CA
1006
Centerpoint Advisors
Massachusetts
$2K – – –
WWM
1007
Wolff Wiese Magana
California
$1.74K – – –
BAM
1008
Bellevue Asset Management
Washington
$1.74K – – –
FGAM
1009
Financial Gravity Asset Management
Texas
$1.59K +$1.59K +348 New
GJIA
1010
Glass Jacobson Investment Advisors
Maryland
$1.39K +$1.39K +4 New
GFPC
1011
Global Financial Private Client
Florida
$1.39K – – –
FSWA
1012
Financial Synergies Wealth Advisors
Texas
$1.04K -$1.04K -3 -50%
SF
1013
Safeguard Financial
Wisconsin
$1K +$1K +4 New
CTWM
1014
Cherry Tree Wealth Management
Minnesota
$696 +$696 +2 New
CCMI
1015
Creative Capital Management Investments
California
$348 – – –
DWA
1016
Delos Wealth Advisors
Texas
$348 – – –
Comerica Bank
1017
Comerica Bank
Texas
$3 +$3 +118,598 New
MG
1018
Meritage Group
California
– -$159M -520,886 Closed
MAMU
1019
Marathon Asset Management (UK)
United Kingdom
– -$17.7M -57,833 Closed
PCM
1020
Prana Capital Management
Connecticut
– -$8.44M -27,575 Closed
WEG
1021
World Equity Group
Illinois
– -$158K -22,679 Closed
TA
1022
TRB Advisors
New York
– -$6.12M -20,000 Closed
JPMPWA
1023
J.P. Morgan Private Wealth Advisors
California
– -$4.19M -13,702 Closed
ACM
1024
Aquatic Capital Management
Illinois
– -$3.49M -11,400 Closed
SCM
1025
Sandler Capital Management
New York
– -$3.34M -10,904 Closed
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