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Moody's
MCO

Overview Fund Activity

1,122 hedge funds and large institutions have $64.9B invested in Moody's in 2024 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 408 increasing their positions, 393 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,122
Holders Change
+29
Holders Change %
+2.65%
% of All Funds
16.27%
Holding in Top 10
40
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.04%
% of All Funds
0.58%
New
114
Increased
408
Reduced
393
Closed
72
Calls
$77.8M
Puts
$77.7M
Net Calls
+$51K
Net Calls Change
-$1.52M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$335M
2
CF
Canoe Financial
Alberta, Canada
+$168M
3
BlackRock
BlackRock
New York
+$153M
4
AIM
Allen Investment Management
New York
+$99.9M
5
Invesco
Invesco
Georgia
+$81.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.56B
2
Capital World Investors
Capital World Investors
California
-$486M
3
PAM
PineStone Asset Management
Quebec, Canada
-$315M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
-$282M
5
VAM
Veritas Asset Management
United Kingdom
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
326
Cresset Asset Management
Illinois
$5.46M +$870K +2,213 +19%
PM
327
Penbrook Management
New York
$5.4M – – –
GIBU
328
Gulf International Bank (UK)
United Kingdom
$5.36M +$18.5K +47 +0.3%
OPERF
329
Oregon Public Employees Retirement Fund
Oregon
$5.28M +$465K +1,184 +10%
CCG
330
Cloverfields Capital Group
Minnesota
$5.22M +$396K +1,007 +8%
Baird Financial Group
331
Baird Financial Group
Wisconsin
$5.13M -$57K -145 -1%
TRSOTSOK
332
Teachers Retirement System of the State of Kentucky
Kentucky
$5.08M -$277K -705 -5%
BMSSC
333
B. Metzler seel. Sohn & Co
Germany
$5.05M -$620K -1,585 -11%
BZWA
334
Blue Zone Wealth Advisors
California
$5.03M +$220K +561 +5%
Allspring Global Investments
335
Allspring Global Investments
North Carolina
$5.01M +$522K +1,327 +12%
Kovitz Investment Group Partners
336
Kovitz Investment Group Partners
Illinois
$4.98M +$839K +2,134 +20%
Nordea Investment Management
337
Nordea Investment Management
Sweden
$4.91M -$198K -500 -4%
TPM
338
Totem Point Management
New York
$4.82M -$303K -770 -6%
LC
339
Lincoln Capital
Nebraska
$4.81M -$29.9K -76 -0.6%
BCP
340
Bluegrass Capital Partners
Florida
$4.72M -$1.18M -3,000 -20%
RJFSA
341
Raymond James Financial Services Advisors
Florida
$4.71M -$1.18K -3 -0%
KRS
342
Kentucky Retirement Systems
Kentucky
$4.7M -$252K -640 -5%
LIM
343
Lingotto Investment Management
United Kingdom
$4.69M +$4.69M +11,931 New
CP
344
CenterBook Partners
Connecticut
$4.68M +$4.68M +11,901 New
DILIC
345
Dai-ichi Life Insurance Company
Japan
$4.64M – – –
CA
346
Cornerstone Advisors
North Carolina
$4.64M – – –
MSRPS
347
Maryland State Retirement & Pension System
Maryland
$4.62M – – –
PFM
348
Patton Fund Management
Texas
$4.61M +$4.61M +11,724 New
Wealthfront Advisers
349
Wealthfront Advisers
California
$4.54M +$341K +867 +8%
GS
350
GTS Securities
New York
$4.49M -$801K -2,039 -15%
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14
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