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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
$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 %
HFS
1176
Horizon Financial Services
North Carolina
$1.42K – – –
HWA
1177
Heritage Wealth Advisors
Virginia
$1.42K +$1.42K +3 New
JFG
1178
JDM Financial Group
Texas
$1.42K +$1.42K +3 New
1IA
1179
1620 Investment Advisors
Massachusetts
$1.4K +$1.4K +3 New
SWS
1180
SYSTM Wealth Solutions
Illinois
$950 -$13.8K -29 -94%
PIS
1181
POM Investment Strategies
North Carolina
$949 – – –
SFCL
1182
Strengthening Families & Communities LLC
Massachusetts
$949 – – –
CAM
1183
ClariVest Asset Management
California
$839 – – –
PI
1184
PEAK6 Investments
Illinois
$817 -$912K -2,232 -100%
AFS
1185
Annapolis Financial Services
Maryland
$665 +$665 +1 New
SIM
1186
Studio Investment Management
Illinois
$475 – – –
CCMI
1187
Creative Capital Management Investments
California
$475 – – –
CTB
1188
Country Trust Bank
Illinois
$475 – – –
WBC
1189
West Branch Capital
Massachusetts
$475 +$475 +1 New
CWP
1190
Concord Wealth Partners
Virginia
$475 +$475 +1 New
YDMI
1191
Y.D. More Investments
Israel
$113 +$5 +4 +5%
CMP
1192
Coston McIsaac & Partners
Maine
$85 – – –
DWM
1193
Dogwood Wealth Management
Kansas
$9 -$8 – –
Norges Bank
1194
Norges Bank
Norway
– -$821M -1,951,249 Closed
VAM
1195
Veritas Asset Management
United Kingdom
– -$394M -935,906 Closed
WCM
1196
Wildcat Capital Management
New York
– -$34.6M -82,208 Closed
GIM
1197
Generate Investment Management
New Zealand
– -$11.7M -27,771 Closed
TPSF
1198
Texas Permanent School Fund
Texas
– -$11M -26,022 Closed
LIM
1199
Lingotto Investment Management
United Kingdom
– -$7.35M -17,453 Closed
CM
1200
Crestline Management
Texas
– -$4.95M -11,758 Closed
46 47
48
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