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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 %
QIM
1026
Quantitative Investment Management
Virginia
$201K -$1.39M -2,935 -87%
AT
1027
Arlington Trust
Alabama
$197K – – –
QC
1028
Quent Capital
New York
$196K +$39.8K +84 +26%
CYG
1029
Clean Yield Group
Vermont
$191K +$17.6K +37 +10%
B
1030
Birchbrook
Maine
$190K – – –
ICM
1031
Islay Capital Management
Texas
$187K – – –
GBT
1032
Grove Bank & Trust
Florida
$181K +$20.4K +43 +13%
JFGIW
1033
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$178K +$15.2K +32 +9%
JIP
1034
Jaffetilchin Investment Partners
Florida
$165K +$165K +347 New
PFBT
1035
Parkside Financial Bank & Trust
Missouri
$163K – – –
HCP
1036
Hexagon Capital Partners
Arkansas
$154K -$12.8K -27 -8%
SC
1037
SouthState Corp
Florida
$153K – – –
SIC
1038
Salem Investment Counselors
North Carolina
$151K +$2.85K +6 +2%
JFA
1039
JNBA Financial Advisors
Minnesota
$142K – – –
YAL
1040
Your Advocates Ltd
Texas
$142K – – –
CA
1041
CoreCap Advisors
Michigan
$140K +$140K +296 New
EB
1042
Eastern Bank
Massachusetts
$140K +$140K +295 New
AF
1043
Advisornet Financial
Minnesota
$135K +$107K +225 +381%
LI
1044
LRI Investments
Florida
$130K -$11.6K -24 -8%
GWM
1045
Geneos Wealth Management
Colorado
$129K +$74K +156 +136%
RMC
1046
Resources Management Corp
Connecticut
$126K – – –
EPW
1047
Evergreen Private Wealth
Colorado
$122K +$1.42K +3 +1%
HGA
1048
Hobbs Group Advisors
South Carolina
$119K – – –
NSIM
1049
North Star Investment Management
Illinois
$116K – – –
SIS
1050
Sound Income Strategies
Florida
$113K +$2.85K +6 +3%
40 41
42
43 44