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
$3.12B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$985M
3
Jennison Associates
Jennison Associates
New York
$1.11B
4
TD Asset Management
TD Asset Management
Ontario, Canada
$237M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$1.71B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.06B
2
ACM
AKRE Capital Management
Virginia
$1.6B
3
VAM
Veritas Asset Management
United Kingdom
$0
4
WPL
WINDACRE PARTNERSHIP LLC
Texas
$558M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
$735M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNWA
1151
Financial Network Wealth Advisors
Utah
$4.75K +$1.42K +3 +43%
VWA
1152
Valued Wealth Advisors
Utah
$4.75K +$1.42K +3 +43%
PCFFS
1153
Pacific Center for Financial Services
California
$4.27K – – –
PWMG
1154
Prestige Wealth Management Group
New Jersey
$4.27K – – –
SIC
1155
SJS Investment Consulting
Ohio
$4.27K – – –
BGAI
1156
Bruce G. Allen Investments
Colorado
$4.27K – – –
APC
1157
Aspire Private Capital
North Carolina
$3.8K – – –
GGI
1158
Godsey & Gibb Inc
Virginia
$3.8K – – –
CCM
1159
Chilton Capital Management
Texas
$3.8K – – –
RWM
1160
Reston Wealth Management
Virginia
$3.8K +$3.8K +8 New
AS
1161
Altshuler Shaham
Israel
$3.8K +$3.8K +8 New
CT
1162
Colonial Trust
South Carolina
$3.79K +$474 +1 +14%
BCM
1163
Blume Capital Management
California
$3.32K +$3.32K +7 New
WIM
1164
Westside Investment Management
California
$3.23K – – –
TCA
1165
Trifecta Capital Advisors
Illinois
$2.85K – – –
RS
1166
Rakuten Securities
Japan
$2.85K +$949 +2 +50%
TC
1167
Truvestments Capital
Florida
$2.85K +$2.85K +6 New
WWM
1168
Wolff Wiese Magana
California
$2.37K – – –
CA
1169
Continuum Advisory
Idaho
$1.93K +$964 +2 +100%
NL
1170
NVWM LLC
Pennsylvania
$1.9K – – –
CWA
1171
Carolina Wealth Advisors
South Carolina
$1.9K +$1.9K +4 New
IAIM
1172
International Assets Investment Management
Florida
$1.53K +$1.53K +723,721 +74,000%
FG
1173
Fairman Group
Pennsylvania
$1.42K – – –
KB
1174
Kimelman & Baird
New York
$1.42K – – –
WA
1175
WestEnd Advisors
North Carolina
$1.42K – – –
45 46
47
48 49