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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 %
CFB
176
Cullen/Frost Bankers
Texas
$29.7M -$411K -867 -1%
State of New Jersey Common Pension Fund D
177
State of New Jersey Common Pension Fund D
New Jersey
$28.7M – – –
BG
178
BRX Global
New York
$28.4M – – –
Focus Partners Wealth
179
Focus Partners Wealth
Massachusetts
$28.1M -$53.3M -112,364 -65%
CCA
180
Cobblestone Capital Advisors
New York
$27.6M +$335K +705 +1%
Los Angeles Capital Management
181
Los Angeles Capital Management
California
$26.7M +$954K +2,010 +4%
PWM
182
Perigon Wealth Management
California
$26.4M +$91.6K +193 +0.3%
TI
183
Tidal Investments
Wisconsin
$26.4M +$22.2M +46,843 +538%
LCAM
184
London & Capital Asset Management
United Kingdom
$25.2M -$2.34M -4,936 -8%
Rafferty Asset Management
185
Rafferty Asset Management
New York
$25.2M -$1.01M -2,136 -4%
Lord, Abbett & Co
186
Lord, Abbett & Co
New Jersey
$25.2M +$25.2M +53,080 New
SO
187
STRS Ohio
Ohio
$25.1M -$305K -642 -1%
FRAF
188
Första AP-fonden
Sweden
$25.1M +$1.61M +3,400 +7%
HP
189
Hikari Power
Japan
$25M – – –
RAM
190
Resona Asset Management
Japan
$25M -$418K -880 -2%
NPF
191
Norris Perne & French
Michigan
$24.9M -$299K -629 -1%
Handelsbanken Fonder
192
Handelsbanken Fonder
Sweden
$24.7M +$288K +606 +1%
Marshall Wace
193
Marshall Wace
United Kingdom
$24.7M -$10.2M -21,496 -29%
BFM
194
Boston Financial Management
Massachusetts
$24.5M -$20M -42,071 -45%
GC
195
Gillson Capital
Illinois
$24.4M +$5.17M +10,897 +27%
CIBC Private Wealth Group
196
CIBC Private Wealth Group
Georgia
$24.4M -$416K -877 -2%
CNAM
197
Campbell Newman Asset Management
Wisconsin
$23.9M -$46K -97 -0.2%
Mariner
198
Mariner
Kansas
$23.6M +$1.9M +3,998 +9%
WF
199
Welch & Forbes
Massachusetts
$22.9M +$29.9K +63 +0.1%
MIM
200
MetLife Investment Management
New Jersey
$22.8M -$612K -1,290 -3%
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