MCO icon

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 %
T. Rowe Price Investment Management
451
T. Rowe Price Investment Management
Maryland
$2.35M +$1.02M +2,597 +77%
WTC
452
WhitTier Trust Company
Nevada
$2.35M +$38.9K +99 +2%
NW
453
NewEdge Wealth
Pennsylvania
$2.33M +$170K +451 +8%
BAAM
454
Baker Avenue Asset Management
California
$2.32M -$9.83K -25 -0.4%
EF
455
Empirical Finance
Pennsylvania
$2.25M +$75.1K +191 +3%
SC
456
Saturna Capital
Washington
$2.24M – – –
HNB
457
Huntington National Bank
Ohio
$2.19M +$64.9K +165 +3%
NB
458
Norinchukin Bank
Japan
$2.18M -$35K -89 -2%
MA
459
MCF Advisors
Kentucky
$2.17M -$114K -289 -5%
ECM
460
Exchange Capital Management
Michigan
$2.16M -$58.2K -148 -3%
GPI
461
General Partner Inc
Pennsylvania
$2.16M – – –
TCA
462
Transcend Capital Advisors
New Jersey
$2.15M -$10.2K -26 -0.5%
SIA
463
SkyView Investment Advisors
New Jersey
$2.15M +$261K +663 +14%
HWAM
464
Hennion & Walsh Asset Management
New Jersey
$2.15M +$637K +1,621 +42%
OIA
465
OneDigital Investment Advisors
Kansas
$2.13M -$64.1K -163 -3%
FCM
466
Fairbanks Capital Management
California
$2.13M -$31.4K -80 -1%
KCM
467
Kornitzer Capital Management
Kansas
$2.12M -$737K -1,874 -26%
MFAM
468
Motley Fool Asset Management
Virginia
$2.12M +$139K +354 +7%
ISL
469
Ingalls & Snyder LLC
New York
$2.08M +$157K +400 +8%
VAS
470
Vestmark Advisory Solutions
Massachusetts
$2.05M -$91.6K -233 -4%
KRSITF
471
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.04M -$162K -413 -7%
FNA
472
First National Advisers
Nebraska
$2.03M +$263K +723 +15%
LCM
473
Legato Capital Management
California
$2.02M – – –
NGA
474
Naples Global Advisors
Florida
$2M -$39.3K -100 -2%
NMIMC
475
Northwestern Mutual Investment Management Company
Wisconsin
$1.96M +$4.72K +12 +0.2%
17 18
19
20 21