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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 %
WAS
1101
Wesleyan Assurance Society
United Kingdom
$28K – – –
EBA
1102
Eagle Bay Advisors
New York
$27.1K – – –
FMP
1103
Financial Management Professionals
Texas
$27K +$2.37K +5 +10%
CJ
1104
Caitlin John
Michigan
$27K – – –
BWL
1105
Bogart Wealth LLC
Virginia
$25.6K – – –
MAM
1106
Meeder Asset Management
Ohio
$23.3K +$475 +1 +2%
DCP
1107
DSM Capital Partners
Florida
$22.8K – – –
RTC
1108
Riverview Trust Company
Washington
$22.3K +$949 +2 +4%
DZ Bank
1109
DZ Bank
Germany
$21.8K -$245K -517 -92%
FDCP
1110
Foster Dykema Cabot & Partners
Massachusetts
$19.9K – – –
IIC
1111
Integrated Investment Consultants
Michigan
$19.1K +$19.1K +10,541 New
AWM
1112
Abound Wealth Management
Tennessee
$18.7K +$1.44K +3 +8%
PWMG
1113
Private Wealth Management Group
New Jersey
$18.6K +$476 +1 +3%
CTA
1114
Colonial Trust Advisors
South Carolina
$18.1K – – –
CT
1115
Clearstead Trust
Maine
$18K -$13.3K -28 -42%
CPA
1116
Capital Performance Advisors
California
$18K +$18K +38 New
AWM
1117
Avior Wealth Management
Nebraska
$16.1K +$949 +2 +6%
MWA
1118
MFA Wealth Advisors
Pennsylvania
$14.7K – – –
FFO
1119
Fortitude Family Office
Arizona
$14.7K – – –
SVCP
1120
Silicon Valley Capital Partners
California
$14.4K – – –
IUHSA
1121
Itau Unibanco Holding S.A.
Brazil
$14.2K +$14.2K +30 New
RFG
1122
REAP Financial Group
Texas
$14K -$468 -1 -3%
MFT
1123
Moisand Fitzgerald Tamayo
Florida
$13.3K – – –
TSMHT
1124
Thurston Springer Miller Herd & Titak
Indiana
$13.3K – – –
AP
1125
Aspect Partners
Virginia
$12.8K – – –
43 44
45
46 47