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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 %
CAPTRUST Financial Advisors
426
CAPTRUST Financial Advisors
North Carolina
$2.74M -$1.26M -3,204 -31%
TI
427
Tidal Investments
Wisconsin
$2.7M +$241K +614 +10%
RG
428
Rathbones Group
United Kingdom
$2.67M +$13K +33 +0.5%
HCMT
429
Highland Capital Management (Tennessee)
Tennessee
$2.67M -$9.04K -23 -0.3%
SPWG
430
Syntegra Private Wealth Group
Missouri
$2.66M – – –
CAN
431
Cetera Advisor Networks
California
$2.65M -$57K -145 -2%
TCOT
432
Trust Company of Toledo
Ohio
$2.65M – – –
OAM
433
Ostrum Asset Management
France
$2.62M -$444K -1,130 -15%
CIC
434
Crawford Investment Counsel
Georgia
$2.6M -$18.1K -46 -0.7%
AWS
435
Atria Wealth Solutions
New York
$2.56M +$135K +344 +6%
OCM
436
Olstein Capital Management
New York
$2.56M -$197K -500 -7%
KWM
437
Keebeck Wealth Management
Illinois
$2.55M -$48K -122 -2%
OPS
438
Orion Portfolio Solutions
Nebraska
$2.53M -$66K -168 -3%
BCI
439
Brinker Capital Investments
Pennsylvania
$2.53M -$66K -168 -3%
GT
440
Greenleaf Trust
Michigan
$2.53M +$23.2K +59 +0.9%
MCM
441
Moore Capital Management
New York
$2.53M +$2.53M +6,441 New
CW
442
CreativeOne Wealth
Kansas
$2.51M +$284K +722 +13%
MLICM
443
Metropolitan Life Insurance Company (MetLife)
New York
$2.49M -$23.2K -59 -0.9%
VIM
444
Vinva Investment Management
Australia
$2.46M +$222K +566 +10%
SFI
445
Siemens Fonds Invest
Germany
$2.45M -$29.9K -76 -1%
TIAA Trust, National Association
446
TIAA Trust, National Association
North Carolina
$2.45M -$23.6K -60 -1%
CB
447
Commerce Bank
Missouri
$2.43M +$2.75K +7 +0.1%
LI
448
LMCG Investments
Massachusetts
$2.4M – – –
RFC
449
Regions Financial Corp
Alabama
$2.4M +$4.72K +12 +0.2%
ACL
450
Applied Capital LLC
Florida
$2.35M +$38.1K +97 +2%
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