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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 %
KeyBank National Association
401
KeyBank National Association
Ohio
$3.11M -$15.7K -40 -0.5%
NMERB
402
New Mexico Educational Retirement Board
New Mexico
$3.1M -$118K -300 -4%
CA
403
Cetera Advisors
Colorado
$3.1M +$1.54M +3,909 +98%
CIA
404
Citadel Investment Advisory
Ohio
$3.09M – – –
LNWWM
405
Laird Norton Wetherby Wealth Management
California
$3.07M -$60.9K -155 -2%
IIM
406
INTECH Investment Management
Florida
$3.05M -$1.82M -4,643 -37%
RCAG
407
Rehmann Capital Advisory Group
Michigan
$3.04M -$7.47K -19 -0.2%
AI
408
Atria Investments
North Carolina
$3.03M +$297K +756 +11%
Envestnet Portfolio Solutions
409
Envestnet Portfolio Solutions
Illinois
$3.02M +$68K +173 +2%
EOJOAM
410
E. Ohman J:or Asset Management
Sweden
$3.02M +$422K +1,074 +16%
YAM
411
Yacktman Asset Management
Texas
$3.01M – – –
BTW
412
Boston Trust Walden
Massachusetts
$3M -$54.2K -138 -2%
IGAM
413
iA Global Asset Management
Quebec, Canada
$3M +$22K +56 +0.7%
WAP
414
Wealthcare Advisory Partners
Pennsylvania
$2.97M +$2.97M +7,550 New
SWM
415
Sendero Wealth Management
Texas
$2.93M -$60.5K -154 -2%
WJWM
416
Williams Jones Wealth Management
New York
$2.92M +$615K +1,565 +27%
VDBMI
417
Van Den Berg Management I
Texas
$2.92M -$31.4K -80 -1%
PFA
418
Peak Financial Advisors
Colorado
$2.89M +$2.89M +7,362 New
KC
419
Kingfisher Capital
North Carolina
$2.87M +$28.7K +73 +1%
DWA
420
Dorsey Wright & Associates
California
$2.87M +$2.87M +7,299 New
SC
421
Slow Capital
California
$2.86M -$102K -259 -3%
Man Group
422
Man Group
United Kingdom
$2.84M +$2.84M +7,233 New
PVI
423
Pine Valley Investments
New Jersey
$2.83M -$122K -310 -4%
BAMF
424
BI Asset Management Fondsmaeglerselskab
Denmark
$2.81M -$236K -601 -8%
KPWS
425
Kestra Private Wealth Services
Texas
$2.78M -$17.7K -45 -0.6%
15 16
17
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