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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
+$1.55B
2
TCI Fund Management
TCI Fund Management
United Kingdom
+$656M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$437M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$352M
5
AP
Altarock Partners
Florida
+$182M

Top Sellers

1
BlackRock
BlackRock
New York
-$301M
2
VAM
Veritas Asset Management
United Kingdom
-$250M
3
BCF
BLS Capital Fondsmaeglerselskab
Denmark
-$233M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$180M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
QL
1001
Quarry LP
New York
$44.1K +$2.73K +7 +7%
AGWCA
1002
Annis Gardner Whiting Capital Advisors
Florida
$43K – – –
CSB
1003
City State Bank
Iowa
$41K – – –
GWM
1004
Geneos Wealth Management
Colorado
$40.6K -$7.42K -19 -15%
AA
1005
Ancora Advisors
Ohio
$40K – – –
SWM
1006
Spire Wealth Management
Virginia
$39.8K +$387 +1 +1%
CWM
1007
Compass Wealth Management
Connecticut
$39.8K – – –
WPA
1008
West Paces Advisors
Georgia
$38.7K +$9.37K +24 +32%
MCM
1009
MV Capital Management
Maryland
$37.5K +$2.73K +7 +8%
SWM
1010
Sugarloaf Wealth Management
Georgia
$34K – – –
OAJ
1011
Ogorek Anthony Joseph
New York
$32K – – –
C
1012
Covestor
United Kingdom
$32K +$390 +1 +1%
KI
1013
Kapitalo Investimentos
Brazil
$31.2K -$24.2K -62 -44%
CAC
1014
Core Alternative Capital
Georgia
$30.5K -$6.65K -17 -18%
SS
1015
Sunbelt Securities
Texas
$29.3K – – –
OIAM
1016
OFI Invest Asset Management
France
$29K +$1.06K +3 +4%
OC
1017
Oakworth Capital
Alabama
$27.3K +$9.76K +25 +56%
JWA
1018
JFS Wealth Advisors
Pennsylvania
$26.9K +$2.34K +6 +10%
FMP
1019
Financial Management Professionals
Texas
$23K – – –
WAS
1020
Wesleyan Assurance Society
United Kingdom
$23K – – –
CJ
1021
Caitlin John
Michigan
$21.9K +$21.9K +56 New
AF
1022
Advisornet Financial
Minnesota
$21.1K +$10.5K +27 +100%
BWL
1023
Bogart Wealth LLC
Virginia
$21.1K +$16.4K +42 +350%
TF
1024
Tompkins Financial
New York
$19.5K – – –
GKIM
1025
GW&K Investment Management
Massachusetts
$19K +$1.58K +4 +9%
39 40
41
42 43