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Moody's
MCO

Overview Fund Activity

1,286 hedge funds and large institutions have $77.4B invested in Moody's in 2024 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 434 increasing their positions, 446 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,286
Holders Change
+94
Holders Change %
+7.89%
% of All Funds
17.12%
Holding in Top 10
51
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.33%
% of All Funds
0.68%
New
181
Increased
434
Reduced
446
Closed
63
Calls
$117M
Puts
$117M
Net Calls
+$497K
Net Calls Change
-$46.4M

Top Buyers

1
BlackRock
BlackRock
New York
+$427M
2
Citadel Advisors
Citadel Advisors
Florida
+$248M
3
Amundi
Amundi
France
+$226M
4
EQF
Evergreen Quality Fund
Cayman Islands
+$197M
5
CF
Canoe Financial
Alberta, Canada
+$167M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$588M
2
IAIM
International Assets Investment Management
Florida
-$342M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$298M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$227M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
ISL
251
Ingalls & Snyder LLC
New York
$14.5M – – –
DnB Asset Management
252
DnB Asset Management
Norway
$14.5M +$479K +1,011 +3%
II
253
IFM Investors
Australia
$13.8M -$1.38M -2,919 -9%
Fifth Third Bancorp
254
Fifth Third Bancorp
Ohio
$13.6M -$140K -296 -1%
MGWM
255
Marks Group Wealth Management
Minnesota
$13.2M +$178K +376 +1%
ATN
256
AMF Tjänstepension
Sweden
$13.2M – – –
AZ
257
Aquamarine Zurich
Switzerland
$12.8M – – –
PGDP
258
Pragma Gestao de Patrimonio
Brazil
$12.8M +$12.8M +27,000 New
Truist Financial
259
Truist Financial
North Carolina
$12.7M -$420K -887 -3%
D.E. Shaw & Co
260
D.E. Shaw & Co
New York
$12.6M +$715K +1,511 +6%
Stifel Financial
261
Stifel Financial
Missouri
$12.5M -$23.7M -50,145 -66%
Vontobel Holding
262
Vontobel Holding
Switzerland
$12.5M -$782K -1,652 -6%
OSAM
263
O'Shaughnessy Asset Management
Connecticut
$12.4M +$533K +1,127 +4%
URS
264
Utah Retirement Systems
Utah
$12.4M – – –
CPCPP
265
Canada Post Corporation Pension Plan
Canada
$12.4M +$12.4M +26,167 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
266
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$12.3M – – –
MCM
267
Makena Capital Management
California
$12.3M +$1.84M +3,882 +18%
BCM
268
Brasada Capital Management
Texas
$12.2M -$104K -227 -0.8%
GAM
269
Gotham Asset Management
New York
$12.2M -$311K -658 -2%
EW
270
Evoke Wealth
California
$12.1M -$712K -1,505 -6%
EI
271
Ethic Inc
New York
$12M +$458K +968 +4%
Hudson Bay Capital Management
272
Hudson Bay Capital Management
Connecticut
$11.8M +$4.26K +9 +0%
CWM
273
CIBC World Markets
New York
$11.8M -$10.8M -22,786 -48%
SWC
274
Square Wave Capital
New York
$11.7M +$11.7M +24,738 New
SWP
275
Square Wave Partners
New York
$11.7M +$11.7M +24,738 New
9 10
11
12 13