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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 %
Lazard Asset Management
326
Lazard Asset Management
New York
$7.73M -$14.5M -30,572 -65%
CGH
327
Crossmark Global Holdings
Texas
$7.71M +$895K +1,891 +13%
BCP
328
Bluegrass Capital Partners
Florida
$7.57M – – –
AI
329
AdvisorShares Investments
Maryland
$7.52M -$142K -300 -2%
KA
330
Kintegral Advisory
New York
$7.5M -$349K -738 -4%
COA
331
Crown Oak Advisors
California
$7.49M +$801K +1,692 +12%
Kovitz Investment Group Partners
332
Kovitz Investment Group Partners
Illinois
$7.48M -$145K -307 -2%
SCM
333
Stanley Capital Management
Texas
$7.46M – – –
ACM
334
Aquatic Capital Management
Illinois
$7.44M -$14M -29,530 -65%
KJHP
335
K.J. Harrison & Partners
Ontario, Canada
$7.38M +$464K +982 +7%
ECAM
336
East Coast Asset Management
Massachusetts
$7.16M -$547K -1,155 -7%
Wealth Enhancement Advisory Services
337
Wealth Enhancement Advisory Services
Minnesota
$7.12M +$2.39M +5,041 +50%
EMPI
338
Elo Mutual Pension Insurance
Finland
$7.08M -$313K -662 -4%
MSU
339
Mizuho Securities USA
New York
$6.99M +$2.18M +4,614 +45%
CBT
340
Central Bank & Trust
Kentucky
$6.97M -$636K -1,343 -8%
AP
341
Americana Partners
Texas
$6.91M +$6.91M +14,608 New
FDP
342
Financiere des Professionnels
Quebec, Canada
$6.91M -$123K -260 -2%
IAM
343
Impact Asset Management
$6.89M -$189K -400 -3%
CCM
344
Cinctive Capital Management
New York
$6.84M +$5.32M +11,241 +351%
XI
345
XXEC Inc
Oklahoma
$6.83M -$219K -462 -3%
Mercer Global Advisors
346
Mercer Global Advisors
Colorado
$6.83M +$1.97M +4,163 +41%
BMSSC
347
B. Metzler seel. Sohn & Co
Germany
$6.78M +$95.6K +202 +1%
FA
348
Fiduciary Alliance
South Carolina
$6.78M +$1.66M +3,510 +32%
BC
349
Burney Company
Virginia
$6.77M +$6.77M +14,312 New
CWM
350
Connecticut Wealth Management
Connecticut
$6.73M +$4.26K +9 +0.1%
12 13
14
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