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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 %
AGWCA
1076
Annis Gardner Whiting Capital Advisors
Florida
$53.2K -$34.6K -73 -39%
EFMH
1077
E Fund Management (HK)
Hong Kong
$53K +$53K +111 New
SS
1078
Sunbelt Securities
Texas
$51.7K +$26.1K +55 +102%
CSB
1079
City State Bank
Iowa
$50.3K – – –
AA
1080
Ancora Advisors
Ohio
$49K +$476 +1 +1%
CWM
1081
Compass Wealth Management
Connecticut
$48.4K – – –
MCM
1082
MV Capital Management
Maryland
$47.9K – – –
S
1083
Sachetta
Massachusetts
$47.5K +$31.3K +66 +194%
RA
1084
Rise Advisors
New York
$42.9K – – –
SWM
1085
Sugarloaf Wealth Management
Georgia
$41.3K – – –
SWM
1086
Spire Wealth Management
Virginia
$40.8K -$475 -1 -1%
ADL
1087
Asset Dedication LLC
California
$40.8K +$18.5K +39 +83%
WWP
1088
WR Wealth Planners
Missouri
$39.4K +$18.5K +39 +89%
CA
1089
Claris Advisors
Missouri
$39.4K +$39.4K +83 New
OAJ
1090
Ogorek Anthony Joseph
New York
$39K – – –
VCM
1091
Versant Capital Management
Arizona
$36.1K +$475 +1 +1%
C
1092
Covestor
United Kingdom
$36K -$2.88K -6 -7%
WPA
1093
West Paces Advisors
Georgia
$35.6K – – –
CCA
1094
Catalyst Capital Advisors
New York
$35.6K +$35.6K +75 New
CAS
1095
Coppell Advisory Solutions
Texas
$35.5K -$6.63K -14 -16%
OC
1096
Oakworth Capital
Alabama
$33.2K – – –
JWA
1097
JFS Wealth Advisors
Pennsylvania
$33.2K +$949 +2 +3%
LFG
1098
Larson Financial Group
Missouri
$31.7K +$23.2K +49 +272%
GKIM
1099
GW&K Investment Management
Massachusetts
$30K +$4.69K +10 +19%
PCMC
1100
Planning Capital Management Corporation
Pennsylvania
$28.7K +$24.4K +51 +567%
42 43
44
45 46