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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 %
JGUA
1201
John G. Ullman & Associates
New York
– -$4.42M -10,507 Closed
WCM
1202
Wedge Capital Management
North Carolina
– -$3.84M -9,130 Closed
BA
1203
Bridgewater Associates
Connecticut
– -$3.74M -8,878 Closed
NICM
1204
Neo Ivy Capital Management
New York
– -$2.88M -6,836 Closed
LOAME
1205
Lombard Odier Asset Management (Europe)
United Kingdom
– -$2.47M -5,865 Closed
MYLI
1206
Meiji Yasuda Life Insurance
Japan
– -$2.21M -5,255 Closed
CG
1207
Caprock Group
Idaho
– -$2.06M -4,885 Closed
HGIM
1208
High Ground Investment Management
United Kingdom
– -$1.96M -4,647 Closed
CG
1209
Cynosure Group
Utah
– -$1.93M -4,577 Closed
Nomura Holdings
1210
Nomura Holdings
Japan
– -$1.55M -3,677 Closed
WI
1211
WBI Investments
New Jersey
– -$1.51M -3,578 Closed
T. Rowe Price Investment Management
1212
T. Rowe Price Investment Management
Maryland
– -$1.49M -3,530 Closed
SW
1213
Simplicity Wealth
New Jersey
– -$1.43M -3,388 Closed
SW
1214
SVB Wealth
Massachusetts
– -$1.25M -2,968 Closed
SWM
1215
Sendero Wealth Management
Texas
– -$1.16M -2,752 Closed
LA
1216
LBP AM
France
– -$988K -2,346 Closed
1C
1217
1623 Capital
Virginia
– -$926K -2,200 Closed
FC
1218
FORA Capital
Florida
– -$870K -2,068 Closed
SFA
1219
Seneca Financial Advisors
New York
– -$842K -2,000 Closed
CIS
1220
Custom Index Systems
New York
– -$522K -1,241 Closed
DS
1221
DRW Securities
Illinois
– -$451K -1,067 Closed
KCM
1222
Kanawha Capital Management
Virginia
– -$421K -1,001 Closed
RIA
1223
Realta Investment Advisors
Delaware
– -$419K -996 Closed
AC
1224
Allstate Corporation
Illinois
– -$335K -797 Closed
PTC
1225
Petrus Trust Company
Texas
– -$288K -684 Closed
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