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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 %
TGCMU
376
Titan Global Capital Management USA
New York
$5.35M -$2.2M -4,657 -29%
Wealthfront Advisers
377
Wealthfront Advisers
California
$5.34M +$337K +712 +7%
Baird Financial Group
378
Baird Financial Group
Wisconsin
$5.32M -$188K -397 -3%
VCM
379
Voleon Capital Management
California
$5.29M +$5.29M +11,165 New
LOPW
380
Live Oak Private Wealth
North Carolina
$5.27M -$168K -355 -3%
FCM
381
Fogel Capital Management
Florida
$5.1M -$16.6K -35 -0.3%
KRS
382
Kentucky Retirement Systems
Kentucky
$5.09M -$70.1K -148 -1%
GI
383
GAMCO Investors
Connecticut
$5.08M -$178K -375 -3%
FT
384
Fiduciary Trust
Massachusetts
$5.03M – – –
RC
385
Roundview Capital
New Jersey
$4.91M +$121K +256 +3%
AFA
386
Abacus FCF Advisors
Florida
$4.9M +$1.53M +3,224 +45%
BA
387
Bellwether Advisors
Nebraska
$4.84M +$1.82M +3,848 +60%
CA
388
Cornerstone Advisors
North Carolina
$4.78M – – –
TAMH
389
Taikang Asset Management (HK)
Hong Kong
$4.78M -$4.78M -10,091 -50%
TRCT
390
Tower Research Capital (TRC)
New York
$4.75M +$2.26M +4,766 +90%
KM
391
KP Management
Minnesota
$4.73M – – –
THCM
392
Taylor Hoffman Capital Management
Virginia
$4.71M +$34.6K +73 +0.7%
QC
393
Quadrature Capital
United Kingdom
$4.7M +$4.7M +9,931 New
HH
394
HWG Holdings
Texas
$4.69M -$406K -858 -8%
IWS
395
Insight Wealth Strategies
California
$4.69M -$124K -262 -3%
SSWM
396
Smith Salley Wealth Management
North Carolina
$4.6M +$281K +593 +7%
BBHC
397
Brown Brothers Harriman & Co
New York
$4.56M +$2.91M +6,156 +177%
HIMCH
398
Hartford Investment Management Co (HIMCO)
Connecticut
$4.56M -$110K -232 -2%
WHAM
399
Windmill Hill Asset Management
United Kingdom
$4.49M +$56.3K +119 +1%
EP
400
Edgestream Partners
New Jersey
$4.46M +$2.01M +4,254 +82%
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