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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 %
MA
1126
Montag & Associates
Georgia
$2.26K – – –
WWM
1127
Wolff Wiese Magana
California
$2.11K – – –
FW
1128
Fairway Wealth
Ohio
$2.11K +$2.11K +5 New
RS
1129
Rakuten Securities
Japan
$1.68K -$2.11K -5 -56%
GFPC
1130
Global Financial Private Client
Florida
$1.68K – – –
NL
1131
NVWM LLC
Pennsylvania
$1.68K +$1.26K +3 +300%
ECM
1132
Everence Capital Management
Indiana
$1.66K – – –
FG
1133
Fairman Group
Pennsylvania
$1.26K – – –
HFS
1134
Horizon Financial Services
North Carolina
$1.26K – – –
WA
1135
WestEnd Advisors
North Carolina
$1.26K +$842 +2 +200%
KB
1136
Kimelman & Baird
New York
$1.26K +$1.26K +3 New
SFCL
1137
Strengthening Families & Communities LLC
Massachusetts
$1K +$1K +2 New
PIS
1138
POM Investment Strategies
North Carolina
$842 – – –
CA
1139
Continuum Advisory
Idaho
$842 – – –
DAM
1140
Delta Asset Management
Tennessee
$842 – – –
LIA
1141
Lynx Investment Advisory
District of Columbia
$842 +$842 +2 New
OWA
1142
Opal Wealth Advisors
New York
$842 +$842 +2 New
CAM
1143
ClariVest Asset Management
California
$839 – – –
SIM
1144
Studio Investment Management
Illinois
$421 -$421 -1 -50%
CCMI
1145
Creative Capital Management Investments
California
$421 – – –
CTB
1146
Country Trust Bank
Illinois
$421 +$421 +1 New
RWMG
1147
Redwood Wealth Management Group
New Jersey
$421 +$421 +1 New
YDMI
1148
Y.D. More Investments
Israel
$94 +$94 +84 New
DWM
1149
Dogwood Wealth Management
Kansas
$8 -$7 – –
JIM
1150
Jensen Investment Management
Oregon
– -$70.4M -179,101 Closed
44 45
46
47 48