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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 %
CPIG
376
Chicago Partners Investment Group
Illinois
$3.72M +$394K +1,032 +12%
TFA
377
Transamerica Financial Advisors
Florida
$3.71M +$3.37M +8,575 +1,001%
WHAM
378
Windmill Hill Asset Management
United Kingdom
$3.68M +$713K +1,815 +24%
NIC
379
Northwest Investment Counselors
Oregon
$3.66M -$57K -145 -2%
SAM
380
Securian Asset Management
Minnesota
$3.63M -$287K -730 -7%
Credit Agricole
381
Credit Agricole
France
$3.62M +$1.96M +5,223 +117%
LSERS
382
Louisiana State Employees Retirement System
Louisiana
$3.62M -$118K -300 -3%
BBVA
383
Banco Bilbao Vizcaya Argentaria
Spain
$3.59M -$1.26M -3,201 -26%
CA
384
Crewe Advisors
Utah
$3.56M +$3.56M +9,063 New
AC
385
Addenda Capital
Quebec, Canada
$3.54M -$227K -578 -6%
UCFA
386
United Capital Financial Advisors
Texas
$3.47M +$584K +1,485 +20%
Teacher Retirement System of Texas
387
Teacher Retirement System of Texas
Texas
$3.44M -$667K -1,696 -16%
GAM
388
Gotham Asset Management
New York
$3.42M +$742K +1,887 +28%
Osaic Holdings
389
Osaic Holdings
Arizona
$3.41M -$4.68M -11,915 -58%
A
390
Allianz
Germany
$3.38M +$3.38M +8,590 New
SA
391
Strategic Advocates
Utah
$3.29M +$2.54M +6,469 +342%
BPCA
392
Bank Pictet & Cie (Asia)
Singapore
$3.28M +$645K +1,642 +24%
COI
393
Connable Office Inc
Michigan
$3.26M -$58.6K -149 -2%
IC
394
IEQ Capital
California
$3.22M +$185K +471 +6%
Mercer Global Advisors
395
Mercer Global Advisors
Colorado
$3.2M +$190K +482 +6%
FNBOO
396
First National Bank of Omaha
Nebraska
$3.2M -$1.4M -3,014 -30%
HA
397
Harbor Advisors
Florida
$3.14M – – –
NO
398
Ninety One
South Africa
$3.14M -$672K -1,711 -18%
RC
399
Roundview Capital
New Jersey
$3.13M +$134K +341 +4%
SSWM
400
Smith Salley Wealth Management
North Carolina
$3.11M +$203K +516 +7%
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