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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 %
FG
201
Fiduciary Group
Georgia
$19.2M -$423K -1,084 -2%
Handelsbanken Fonder
202
Handelsbanken Fonder
Sweden
$19.1M +$1.63M +4,163 +9%
X
203
Xponance
Pennsylvania
$18.4M -$114K -293 -0.6%
IG
204
ING Group
Netherlands
$18.3M -$774K -1,982 -4%
ASRS
205
Arizona State Retirement System
Arizona
$18.1M -$111K -283 -0.6%
MIM
206
MetLife Investment Management
New Jersey
$17.3M -$346K -887 -2%
BS
207
Banco Santander
Spain
$17.1M -$78.5K -201 -0.5%
WF
208
Welch & Forbes
Massachusetts
$17M +$1.73M +4,427 +11%
BG
209
BRX Global
New York
$16.8M +$4.61M +11,809 +38%
SOMRS
210
State of Michigan Retirement System
Michigan
$16.8M -$1.05M -2,700 -6%
ATN
211
AMF Tjänstepension
Sweden
$16.8M – – –
KAS
212
Kestra Advisory Services
Texas
$16.5M +$235K +602 +1%
HGIM
213
High Ground Investment Management
United Kingdom
$16.1M +$1.56M +4,002 +11%
Voloridge Investment Management
214
Voloridge Investment Management
Florida
$15.8M +$3.38M +8,660 +27%
AB
215
Amalgamated Bank
New York
$15.7M -$719K -1,842 -4%
GIA
216
GHP Investment Advisors
Colorado
$15.7M +$15.2K +39 +0.1%
LP
217
LMR Partners
United Kingdom
$15.6M -$20.5M -52,597 -57%
Vontobel Holding
218
Vontobel Holding
Switzerland
$15.1M -$424K -1,085 -3%
UM
219
UniSuper Management
Australia
$15.1M +$69.1K +177 +0.5%
CGPCS
220
Capital Group Private Client Services
California
$14.9M -$405K -1,036 -3%
PIM
221
Progressive Investment Management
Oregon
$14.5M -$45.3K -116 -0.3%
WPI
222
Walter Public Investments
Canada
$14.5M +$2.83M +7,250 +24%
LOM
223
LTS One Management
New York
$14.5M +$14.5M +37,000 New
Comerica Bank
224
Comerica Bank
Texas
$14.3M -$138K -353 -1%
Lazard Asset Management
225
Lazard Asset Management
New York
$14.2M +$1.1M +2,807 +8%
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