MCO icon

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 %
PPC
1126
Park Place Capital
Alabama
$12.3K – – –
MHR
1127
Matthew Hamilton Rosenberg
$12.3K – – –
KPP
1128
Kings Path Partners
Texas
$11.9K -$4.27K -9 -26%
LB
1129
Legacy Bridge
Iowa
$11.9K – – –
CWC
1130
Carolinas Wealth Consulting
North Carolina
$11.9K +$1.42K +3 +14%
AT
1131
Avalon Trust
New Mexico
$11.9K +$4.75K +10 +67%
GFPC
1132
Global Financial Private Client
Florida
$11.4K +$9.49K +20 +500%
AW
1133
Avion Wealth
Texas
$11K +$880 +2 +9%
LCM
1134
Logan Capital Management
Pennsylvania
$10.9K – – –
OC
1135
Oarsman Capital
Wisconsin
$9.02K +$9.02K +19 New
HIA
1136
Harbor Investment Advisory
Maryland
$8.54K – – –
FWM
1137
FSA Wealth Management
Massachusetts
$8.54K +$8.54K +18 New
CFD
1138
Creative Financial Designs
Indiana
$8.25K – – –
AIC
1139
Archer Investment Corporation
Indiana
$8.07K – – –
FFA
1140
Frazier Financial Advisors
Ohio
$7.59K – – –
FPF
1141
First Pacific Financial
Washington
$7.59K – – –
HCM
1142
Hollencrest Capital Management
California
$7.59K +$7.59K +16 New
GEA
1143
Glen Eagle Advisors
New Jersey
$6.64K – – –
PP
1144
PFS Partners
New Jersey
$6.23K – – –
HWP
1145
Highline Wealth Partners
California
$6.18K +$2.85K +6 +86%
HWM
1146
HighMark Wealth Management
Minnesota
$6.17K -$949 -2 -13%
JGIA
1147
Jackson Grant Investment Advisers
Connecticut
$6.17K – – –
DPW
1148
DiNuzzo Private Wealth
Pennsylvania
$5.7K – – –
CAM
1149
Creekmur Asset Management
Illinois
$5.22K – – –
CAC
1150
Core Alternative Capital
Georgia
$4.75K – – –
44 45
46
47 48