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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
16.26%
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 %
MPPLM
351
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.46M -$1.23M -3,140 -22%
Rockefeller Capital Management
352
Rockefeller Capital Management
New York
$4.43M -$355K -902 -7%
QCM
353
QRG Capital Management
Illinois
$4.43M +$176K +449 +4%
LOPW
354
Live Oak Private Wealth
North Carolina
$4.41M +$192K +488 +5%
GC
355
Guggenheim Capital
Illinois
$4.41M +$14.5K +37 +0.3%
VPIM
356
Vanguard Personalized Indexing Management
California
$4.4M +$269K +684 +7%
MGP
357
Metis Global Partners
California
$4.33M +$165K +419 +4%
BP
358
Ballentine Partners
Massachusetts
$4.32M +$148K +376 +4%
JGUA
359
John G. Ullman & Associates
New York
$4.27M -$138K -350 -3%
FCM
360
Fogel Capital Management
Florida
$4.24M +$15.2K +40 +0.4%
BP
361
BNP Paribas
France
$4.22M +$4.22M +10,748 New
Lazard Asset Management
362
Lazard Asset Management
New York
$4.21M -$10.1M -25,719 -71%
FT
363
Fiduciary Trust
Massachusetts
$4.07M -$463K -1,178 -10%
Wealth Enhancement Advisory Services
364
Wealth Enhancement Advisory Services
Minnesota
$4.06M -$77K -196 -2%
AQR Capital Management
365
AQR Capital Management
Connecticut
$4.06M +$639K +1,627 +19%
HIMCH
366
Hartford Investment Management Co (HIMCO)
Connecticut
$4M -$170K -433 -4%
TAMH
367
Taikang Asset Management (HK)
Hong Kong
$3.97M – – –
GF
368
Gabelli Funds
New York
$3.93M +$62.5K +159 +2%
KM
369
KP Management
Minnesota
$3.93M – – –
FA
370
Fiduciary Alliance
South Carolina
$3.87M -$103K -262 -3%
FCM
371
Fortis Capital Management
Washington
$3.84M +$290K +738 +8%
KA
372
Kerrisdale Advisers
Florida
$3.8M – – –
GT
373
Glenview Trust
Kentucky
$3.79M -$93.9K -239 -2%
THWM
374
Taylor Hoffman Wealth Management
Virginia
$3.77M +$46K +117 +1%
IWS
375
Insight Wealth Strategies
California
$3.77M +$3.77M +9,595 New
13 14
15
16 17