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Moody's
MCO

Overview Fund Activity

1,093 hedge funds and large institutions have $67B invested in Moody's in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 361 increasing their positions, 416 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+65
Holders Change %
+6.32%
% of All Funds
16.02%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
0.67%
New
141
Increased
361
Reduced
416
Closed
64
Calls
$103M
Puts
$101M
Net Calls
+$1.58M
Net Calls Change
-$78.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$3.04B
2
TCI Fund Management
TCI Fund Management
United Kingdom
$4.71B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.12B
4
Bank of New York Mellon
Bank of New York Mellon
New York
$1B
5
AP
Altarock Partners
Florida
$317M

Top Sellers

1
BlackRock
BlackRock
New York
$5.05B
2
VAM
Veritas Asset Management
United Kingdom
$622M
3
BCF
BLS Capital Fondsmaeglerselskab
Denmark
$214M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$1.53B
5
VOYA Investment Management
VOYA Investment Management
Georgia
$222M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
151
Citigroup
New York
$35.3M -$26.6M -68,174 -43%
ICP
152
Ironvine Capital Partners
Nebraska
$35.1M -$3.15M -8,057 -8%
Pictet Asset Management
153
Pictet Asset Management
Switzerland
$35.1M -$1.05M -2,691 -3%
Los Angeles Capital Management
154
Los Angeles Capital Management
California
$34.6M -$582K -1,490 -2%
Ohio Public Employees Retirement System (OPERS)
155
Ohio Public Employees Retirement System (OPERS)
Ohio
$34.4M +$498K +1,274 +1%
Focus Partners Wealth
156
Focus Partners Wealth
Massachusetts
$31.2M +$31.2M +80,003 New
Asset Management One
157
Asset Management One
Japan
$31.2M +$4.52M +11,580 +17%
MSV
158
MN Services Vermogensbeheer
Netherlands
$30.8M -$586K -1,500 -2%
Ensign Peak Advisors
159
Ensign Peak Advisors
Utah
$30.7M +$20.6M +52,657 +202%
Stifel Financial
160
Stifel Financial
Missouri
$30.4M -$1.38M -3,523 -4%
NP
161
NS Partners
United Kingdom
$29.9M +$3.52K +9 +0%
Corient Private Wealth
162
Corient Private Wealth
Florida
$29.7M +$20.3M +52,073 +217%
LPL Financial
163
LPL Financial
California
$28.9M -$8.32M -21,295 -22%
Treasurer of the State of North Carolina
164
Treasurer of the State of North Carolina
North Carolina
$28.4M +$1.15M +2,933 +4%
Jane Street
165
Jane Street
New York
$28.2M +$19.1M +48,859 +210%
Acadian Asset Management
166
Acadian Asset Management
Massachusetts
$27.6M +$10.3M +26,467 +60%
Swedbank
167
Swedbank
Sweden
$26.9M +$90.2K +231 +0.3%
Nomura Asset Management
168
Nomura Asset Management
Japan
$26.8M -$163K -417 -0.6%
CFB
169
Cullen/Frost Bankers
Texas
$26.7M -$924K -2,365 -3%
CI Investments Inc
170
CI Investments Inc
Ontario, Canada
$26.7M -$1.66M -4,263 -6%
Royal London Asset Management
171
Royal London Asset Management
United Kingdom
$25.9M +$705K +1,804 +3%
Nisa Investment Advisors
172
Nisa Investment Advisors
Missouri
$25.8M -$4.34M -11,106 -14%
Zurich Cantonal Bank
173
Zurich Cantonal Bank
Switzerland
$25.5M +$1.96M +5,016 +8%
FCM
174
Frontier Capital Management
Massachusetts
$25.1M -$7.62M -19,507 -23%
Kayne Anderson Rudnick Investment Management
175
Kayne Anderson Rudnick Investment Management
California
$24.8M -$2.83M -7,235 -10%
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