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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 %
MA
1051
Mutual Advisors
Nebraska
– -$254K -829 Closed
AG
1052
Ascent Group
Virginia
– -$253K -828 Closed
BBP
1053
Banco BTG Pactual
Brazil
– -$239K -800 Closed
BMCM
1054
Bryn Mawr Capital Management
Pennsylvania
– -$230K -751 Closed
OTL
1055
Oak Thistle LLC
New York
– -$228K -744 Closed
KCM
1056
Kathmere Capital Management
Pennsylvania
– -$210K -687 Closed
ETH
1057
Exos TFP Holdings
New York
– -$188K -614 Closed
TWA
1058
TCI Wealth Advisors
Arizona
– -$149K -487 Closed
AAS
1059
Ameritas Advisory Services
Nebraska
– -$121K -399 Closed
CIA
1060
Cascade Investment Advisors
Oregon
– -$107K -350 Closed
BAM
1061
Belpointe Asset Management
Nevada
– -$86.6K -283 Closed
IGWM
1062
ICA Group Wealth Management
Colorado
– -$78K -255 Closed
CSPAM
1063
Cary Street Partners Asset Management
Virginia
– -$52K -170 Closed
MIA
1064
Milestone Investment Advisors
Wisconsin
– -$49.9K -163 Closed
SOW
1065
State of Wyoming
Wyoming
– -$33.7K -110 Closed
PCM
1066
Pointe Capital Management
Michigan
– -$32.7K -107 Closed
SIS
1067
Strategic Investment Solutions
Illinois
– -$30.6K -100 Closed
Twin Tree Management
1068
Twin Tree Management
Texas
– -$24.2K -79 Closed
SC
1069
Schubert & Co
Texas
– -$7.96K -26 Closed
FCA
1070
Fortis Capital Advisors
Kansas
– -$7.34K -24 Closed
BA
1071
Bellwether Advisors
Nebraska
– -$7.04K -23 Closed
GM
1072
GeoWealth Management
Illinois
– -$2K -6 Closed
ONST
1073
Old North State Trust
North Carolina
– -$2K -6 Closed
SCA
1074
Stonebridge Capital Advisors
Minnesota
– -$1.54K -5 Closed
RA
1075
Rise Advisors
New York
– -$918 -3 Closed
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