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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 %
GFS
1001
GYL Financial Synergies
Connecticut
$229K +$229K +482 New
BFO
1002
Boston Family Office
Massachusetts
$226K – – –
BTWM
1003
Baker Tilly Wealth Management
Wisconsin
$225K +$225K +475 New
WHCFA
1004
William Howard & Co Financial Advisors
Tennessee
$225K – – –
VA
1005
Valmark Advisers
Ohio
$225K +$225K +474 New
CH
1006
Cromwell Holdings
Wyoming
$224K +$60.7K +128 +37%
BWA
1007
Brave Warrior Advisors
New York
$224K +$224K +471 New
MW
1008
Marcum Wealth
Ohio
$224K +$224K +471 New
TAM
1009
Tocqueville Asset Management
New York
$223K +$223K +470 New
NRD
1010
Nebula Research & Development
New York
$223K +$223K +469 New
CF
1011
Convergence Financial
Missouri
$221K -$121K -256 -35%
MPWT
1012
MassMutual Private Wealth & Trust
Connecticut
$221K +$23.7K +50 +12%
CFO
1013
CVA Family Office
Colorado
$220K +$4.27K +9 +2%
HI
1014
Human Investing
Oregon
$219K +$219K +461 New
MA
1015
MONECO Advisors
Connecticut
$218K +$218K +459 New
JSW
1016
Journey Strategic Wealth
New Jersey
$217K +$217K +457 New
HI
1017
Harbour Investments
Wisconsin
$216K +$32.7K +69 +18%
SP
1018
Symmetry Partners
Connecticut
$210K -$359K -756 -63%
MWM
1019
Meridian Wealth Management
Kentucky
$210K +$210K +442 New
CAG
1020
Crestwood Advisors Group
Massachusetts
$209K -$83.1K -175 -28%
DWP
1021
Daymark Wealth Partners
Ohio
$208K +$208K +437 New
GRP
1022
Global Retirement Partners
California
$206K -$4.74K -10 -2%
9WM
1023
9258 Wealth Management
Ohio
$205K +$205K +432 New
TNAM
1024
Terra Nova Asset Management
New York
$204K +$204K +430 New
CFP
1025
Catalyst Financial Partners
Massachusetts
$204K +$204K +429 New
39 40
41
42 43