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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 %
CCIA
1126
Campbell & Co Investment Adviser
Maryland
– -$437K -1,382 Closed
APM
1127
Advanced Portfolio Management
New York
– -$415K -1,313 Closed
FRM
1128
Fox Run Management
Connecticut
– -$373K -1,179 Closed
MM
1129
MQS Management
New York
– -$356K -1,127 Closed
SFO
1130
Stokes Family Office
Louisiana
– -$344K -1,088 Closed
KCM
1131
Kanawha Capital Management
Virginia
– -$316K -1,000 Closed
Point72 Asset Management
1132
Point72 Asset Management
Connecticut
– -$311K -983 Closed
EAM
1133
Empirical Asset Management
Massachusetts
– -$305K -964 Closed
BAM
1134
Blueshift Asset Management
New Jersey
– -$289K -914 Closed
NRD
1135
Nebula Research & Development
New York
– -$287K -908 Closed
HT
1136
Headlands Technologies
Illinois
– -$283K -896 Closed
DCM
1137
Dupont Capital Management
Delaware
– -$270K -855 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1138
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$218K -690 Closed
HF
1139
HRT Financial
New York
– -$214K -680 Closed
PL
1140
Perpetual Ltd
Australia
– -$201K -636 Closed
WTG
1141
West Tower Group
Virginia
– -$135K -426 Closed
CSPIA
1142
Cary Street Partners Investment Advisory
Virginia
– -$68.6K -217 Closed
EDRH
1143
Edmond de Rothschild Holding
Switzerland
– -$63.2K -200 Closed
MIA
1144
Milestone Investment Advisors
Wisconsin
– -$51.5K -163 Closed
EARNEST Partners
1145
EARNEST Partners
Georgia
– -$24.7K -78 Closed
RW
1146
RVW Wealth
California
– -$19.3K -61 Closed
RTC
1147
Riverview Trust Company
Washington
– -$14.2K -45 Closed
HL
1148
HeadInvest LLC
Maine
– -$12.6K -40 Closed
Capstone Investment Advisors
1149
Capstone Investment Advisors
New York
– -$8.22K -26 Closed
IRC
1150
Investors Research Corp
Georgia
– -$6.96K -22 Closed
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