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Moody's
MCO

Overview Fund Activity

1,093 hedge funds and large institutions have $67B invested in Moody's in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 361 increasing their positions, 416 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+65
Holders Change %
+6.32%
% of All Funds
16.02%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
0.67%
New
141
Increased
361
Reduced
416
Closed
64
Calls
$103M
Puts
$101M
Net Calls
+$1.58M
Net Calls Change
-$78.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$3.04B
2
TCI Fund Management
TCI Fund Management
United Kingdom
$4.71B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.12B
4
Bank of New York Mellon
Bank of New York Mellon
New York
$1B
5
AP
Altarock Partners
Florida
$317M

Top Sellers

1
BlackRock
BlackRock
New York
$5.05B
2
VAM
Veritas Asset Management
United Kingdom
$622M
3
BCF
BLS Capital Fondsmaeglerselskab
Denmark
$214M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$1.53B
5
VOYA Investment Management
VOYA Investment Management
Georgia
$222M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
1076
Tradition Wealth Management
Minnesota
$3K -$429 -1 -13%
TCA
1077
Trifecta Capital Advisors
Illinois
$2.34K – – –
HWP
1078
Highline Wealth Partners
California
$2.34K – – –
GI
1079
Gradient Investments
Minnesota
$2.34K – – –
WWM
1080
Wolff Wiese Magana
California
$1.95K – – –
VWA
1081
Valued Wealth Advisors
Utah
$1.58K +$1.58K +5 New
PCTC
1082
Perkins Coie Trust Company
Washington
$1.56K -$1.17K -3 -43%
GFPC
1083
Global Financial Private Client
Florida
$1.56K – – –
RS
1084
Rakuten Securities
Japan
$1.17K +$1.17K +3 New
FG
1085
Fairman Group
Pennsylvania
$1.17K +$1.17K +3 New
BAM
1086
Bellevue Asset Management
Washington
$1.17K -$390 -1 -25%
SIM
1087
Studio Investment Management
Illinois
$782 – – –
CAM
1088
ClariVest Asset Management
California
$781 – – –
TWP
1089
TFO Wealth Partners
Ohio
$781 – – –
DAM
1090
Delta Asset Management
Tennessee
$781 +$781 +2 New
PIS
1091
POM Investment Strategies
North Carolina
$781 +$781 +2 New
DWA
1092
Delos Wealth Advisors
Texas
$391 – – –
CCMI
1093
Creative Capital Management Investments
California
$391 – – –
DWM
1094
Dogwood Wealth Management
Kansas
$11 – – –
FGAM
1095
Financial Gravity Asset Management
Texas
$9 -$4 – –
ESCM
1096
Echo Street Capital Management
New York
– -$162M -513,338 Closed
SBH
1097
Segall Bryant & Hamill
Illinois
– -$17.6M -55,765 Closed
Alyeska Investment Group
1098
Alyeska Investment Group
Illinois
– -$15.3M -48,257 Closed
PI
1099
PineBridge Investments
New York
– -$14M -44,308 Closed
Walleye Capital
1100
Walleye Capital
New York
– -$12.6M -39,777 Closed
42 43
44
45 46