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 %
DC
1226
Diametric Capital
Massachusetts
– -$255K -606 Closed
JFG
1227
Jefferies Financial Group
New York
– -$252K -599 Closed
WA
1228
Waverly Advisors
Alabama
– -$236K -560 Closed
NEI
1229
Northwest & Ethical Investments
Ontario, Canada
– -$232K -550 Closed
WF
1230
Wayfinding Financial
Washington
– -$219K -522 Closed
MFS
1231
Mirabella Financial Services
United Kingdom
– -$209K -497 Closed
UFF
1232
USA Financial Formulas
Michigan
– -$187K -445 Closed
FFA
1233
First Foundation Advisors
California
– -$123K -292 Closed
ATPW
1234
Ashton Thomas Private Wealth
Arizona
– -$89.2K -212 Closed
T
1235
TOBAM
France
– -$73K -173 Closed
SOW
1236
State of Wyoming
Wyoming
– -$66.1K -157 Closed
TF
1237
Tompkins Financial
New York
– -$63.1K -150 Closed
EC
1238
EntryPoint Capital
New York
– -$61.5K -146 Closed
MB
1239
Mizuho Bank
Japan
– -$58.9K -140 Closed
PH
1240
Pinnacle Holdings
Oklahoma
– -$27.4K -65 Closed
LFA
1241
LGT Financial Advisors
Texas
– -$17.7K -42 Closed
DWA
1242
Delos Wealth Advisors
Texas
– -$16K -38 Closed
FCG
1243
Financial Connections Group
California
– -$10K -25 Closed
RWA
1244
Redmont Wealth Advisors
Illinois
– -$10.1K -24 Closed
PCWA
1245
Pacific Capital Wealth Advisors
California
– -$9.68K -23 Closed
VNA
1246
Valley National Advisers
Pennsylvania
– -$7K -18 Closed
TSWM
1247
Tyler-Stone Wealth Management
Ohio
– -$6.74K -16 Closed
RWM
1248
Ruedi Wealth Management
Illinois
– -$2.53K -6 Closed
FW
1249
Fairway Wealth
Ohio
– -$2.11K -5 Closed
LIA
1250
Lynx Investment Advisory
District of Columbia
– -$842 -2 Closed
47 48 49
50
51