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Moody's
MCO

Overview Fund Activity

1,148 hedge funds and large institutions have $69.8B invested in Moody's in 2024 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 415 increasing their positions, 388 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,148
Holders Change
+26
Holders Change %
+2.32%
% of All Funds
16.7%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.63%
New
110
Increased
415
Reduced
388
Closed
70
Calls
$72.9M
Puts
$48.6M
Net Calls
+$24.4M
Net Calls Change
+$24.3M

Top Buyers

1
TCI Fund Management
TCI Fund Management
United Kingdom
+$441M
2
PAM
PineStone Asset Management
Quebec, Canada
+$195M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$194M
4
Jennison Associates
Jennison Associates
New York
+$172M
5
UBS AM
UBS AM
Illinois
+$139M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$335M
2
Harris Associates
Harris Associates
Illinois
-$194M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$191M
4
Barclays
Barclays
United Kingdom
-$97.9M
5
ACM
AKRE Capital Management
Virginia
-$97.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
1101
Avalon Trust
New Mexico
$6.31K – – –
HWM
1102
HighMark Wealth Management
Minnesota
$6.31K – – –
JWM
1103
Janiczek Wealth Management
Colorado
$5.89K +$5.89K +14 New
GEA
1104
Glen Eagle Advisors
New Jersey
$5.89K +$5.89K +14 New
PP
1105
PFS Partners
New Jersey
$5.52K – – –
JGIA
1106
Jackson Grant Investment Advisers
Connecticut
$5.47K – – –
DPW
1107
DiNuzzo Private Wealth
Pennsylvania
$5.05K +$842 +2 +20%
CAM
1108
Creekmur Asset Management
Illinois
$4.63K +$4.21K +10 +1,000%
CAC
1109
Core Alternative Capital
Georgia
$4.21K – – –
PCMC
1110
Planning Capital Management Corporation
Pennsylvania
$3.79K – – –
PCFFS
1111
Pacific Center for Financial Services
California
$3.79K – – –
PWMG
1112
Prestige Wealth Management Group
New Jersey
$3.79K – – –
SIC
1113
SJS Investment Consulting
Ohio
$3.79K – – –
BGAI
1114
Bruce G. Allen Investments
Colorado
$3.79K -$1.26K -3 -25%
GGI
1115
Godsey & Gibb Inc
Virginia
$3.37K – – –
CCM
1116
Chilton Capital Management
Texas
$3.37K +$3.37K +8 New
IBOK
1117
Independence Bank of Kentucky
Kentucky
$3.37K – – –
APC
1118
Aspire Private Capital
North Carolina
$3.37K – – –
VWA
1119
Valued Wealth Advisors
Utah
$2.95K – – –
HWP
1120
Highline Wealth Partners
California
$2.95K +$421 +1 +17%
FNWA
1121
Financial Network Wealth Advisors
Utah
$2.95K +$2.95K +7 New
WIM
1122
Westside Investment Management
California
$2.95K +$2.95K +7 New
CT
1123
Colonial Trust
South Carolina
$2.94K – – –
TCA
1124
Trifecta Capital Advisors
Illinois
$2.53K – – –
RWM
1125
Ruedi Wealth Management
Illinois
$2.53K +$2.53K +6 New
43 44
45
46 47