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Moody's
MCO

Overview Fund Activity

1,028 hedge funds and large institutions have $53.1B invested in Moody's in 2023 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 376 increasing their positions, 345 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,028
Holders Change
+11
Holders Change %
+1.08%
% of All Funds
16.39%
Holding in Top 10
38
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-20.83%
% of All Funds
0.61%
New
90
Increased
376
Reduced
345
Closed
69
Calls
$205M
Puts
$125M
Net Calls
+$79.8M
Net Calls Change
+$65.7M

Top Buyers

1
BlackRock
BlackRock
New York
$4.33B
2
PAM
PineStone Asset Management
Quebec, Canada
$488M
3
First Trust Advisors
First Trust Advisors
Illinois
$164M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$154M
5
Jennison Associates
Jennison Associates
New York
$478M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$627M
2
Marshall Wace
Marshall Wace
United Kingdom
$22.8M
3
CF
Canoe Financial
Alberta, Canada
$0
4
Flossbach Von Storch
Flossbach Von Storch
Germany
$112M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$1.39B
Name Holding Trade Value Shares
Change 		Shares
Change %
HWP
1026
Hibernia Wealth Partners
Louisiana
$632 +$632 +2 New
DWA
1027
Delos Wealth Advisors
Texas
$337 – – –
CCMI
1028
Creative Capital Management Investments
California
$316 – – –
Group One Trading
1029
Group One Trading
Illinois
$316 +$316 +1 New
FGAM
1030
Financial Gravity Asset Management
Texas
$4 -$1.59K -348 Closed
CF
1031
Canoe Financial
Alberta, Canada
– -$151M -435,330 Closed
Hudson Bay Capital Management
1032
Hudson Bay Capital Management
Connecticut
– -$52.2M -150,000 Closed
OCM
1033
Oribel Capital Management
New York
– -$48.9M -140,600 Closed
GC
1034
Gillson Capital
Illinois
– -$32.3M -92,810 Closed
SSA
1035
Schonfeld Strategic Advisors
New York
– -$22.2M -63,728 Closed
MC
1036
Minot Capital
Colorado
– -$10.9M -31,310 Closed
JFG
1037
Jefferies Financial Group
New York
– -$9.77M -28,094 Closed
KWILP
1038
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$9.51M -27,354 Closed
LIP
1039
Liontrust Investment Partners
United Kingdom
– -$8.69M -25,000 Closed
CA
1040
Crewe Advisors
Utah
– -$4.94M -14,209 Closed
BC
1041
Brookfield Corp
Ontario, Canada
– -$3.55M -10,213 Closed
AGM
1042
Alpine Global Management
New York
– -$3.11M -8,943 Closed
MFS
1043
Mirabella Financial Services
United Kingdom
– -$2.67M -7,675 Closed
OMC
1044
Old Mission Capital
Illinois
– -$2.66M -7,660 Closed
VWA
1045
V Wealth Advisors
Kansas
– -$2.54M -7,312 Closed
PP
1046
Paloma Partners
Connecticut
– -$2.53M -7,281 Closed
V
1047
Veritable
Delaware
– -$2.27M -6,524 Closed
AAF
1048
Andra AP-fonden
Sweden
– -$1.81M -5,200 Closed
BCM
1049
Bayesian Capital Management
New York
– -$1.75M -5,040 Closed
TSS
1050
Two Sigma Securities
New York
– -$1.44M -4,139 Closed
40 41
42
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