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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 %
TFM
1051
TFC Financial Management
Massachusetts
$110K – – –
AIM
1052
Acropolis Investment Management
Missouri
$108K +$108K +228 New
RCM
1053
Raleigh Capital Management
North Carolina
$102K +$7.12K +15 +8%
DWM
1054
Darwin Wealth Management
Florida
$99.9K +$99.9K +210 New
DMBA
1055
Deseret Mutual Benefit Administrators
Utah
$99.7K -$2.85K -6 -3%
MLA
1056
MB, Levis & Associates
Pennsylvania
$94.9K – – –
MRCM
1057
M&R Capital Management
New Jersey
$94.9K – – –
ZB
1058
Zions Bancorporation
Utah
$92.1K -$17.1K -36 -16%
SSB
1059
Sandy Spring Bank
Maryland
$82.4K -$17K -36 -17%
CFFP
1060
Center for Financial Planning
Michigan
$75K – – –
SCM
1061
Silvant Capital Management
Georgia
$74.5K – – –
PGAM
1062
Princeton Global Asset Management
New Jersey
$73.1K – – –
MA
1063
Montag & Associates
Georgia
$71.4K +$69K +145 +2,900%
TFIPS
1064
Towarzystwo Funduszy Inwestycyjnych PZU SA
$71.2K – – –
ABWM
1065
Alpine Bank Wealth Management
Colorado
$64.5K +$64.5K +136 New
ATC
1066
Advantage Trust Company
Kansas
$63.1K – – –
BIA
1067
Bell Investment Advisors
California
$62.6K +$475 +1 +0.8%
DJSG
1068
D.J. St. Germain
Massachusetts
$61.7K – – –
FMII
1069
Farmers & Merchants Investments Inc
Nebraska
$61.2K – – –
ACA
1070
Atlas Capital Advisors
Wyoming
$60.7K – – –
PMFA
1071
Plante Moran Financial Advisors
Michigan
$59.3K – – –
GCGDR
1072
Geo Capital Gestora de Recursos
Brazil
$58K -$8.56K -18 -13%
QL
1073
Quarry LP
New York
$57.9K +$46K +97 +388%
AWM
1074
Atticus Wealth Management
Florida
$54.6K – – –
HWM
1075
Hemington Wealth Management
Virginia
$54K +$54K +121 New
41 42
43
44 45