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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 %
SC
451
Slow Capital
California
$3.37M -$80K -169 -2%
IG
452
ING Group
Netherlands
$3.33M -$403K -851 -11%
FNA
453
First National Advisers
Nebraska
$3.32M +$126K +267 +4%
NB
454
Norinchukin Bank
Japan
$3.32M +$267K +565 +9%
COI
455
Connable Office Inc
Michigan
$3.32M -$56.3K -119 -2%
KPWS
456
Kestra Private Wealth Services
Texas
$3.31M +$27K +57 +0.8%
GCM
457
Graham Capital Management
Connecticut
$3.31M +$3.31M +7,000 New
BFM
458
Boothbay Fund Management
New York
$3.3M +$3.03M +6,395 +1,099%
BAM
459
Bell Asset Management
Australia
$3.3M -$39.8K -84 -1%
IC
460
Inkwell Capital
Florida
$3.29M +$3.29M +6,959 New
FNBOO
461
First National Bank of Omaha
Nebraska
$3.29M -$230K -486 -7%
SPWG
462
Syntegra Private Wealth Group
Missouri
$3.27M – – –
OAC
463
OMERS Administration Corp
Ontario, Canada
$3.25M +$553K +1,168 +20%
TC
464
Taika Capital
Florida
$3.24M +$3.24M +6,846 New
JIC
465
Johnson Investment Counsel
Ohio
$3.23M +$49.2K +104 +2%
AIM
466
Alphinity Investment Management
Australia
$3.19M +$1.15M +2,421 +56%
SCM
467
Sterling Capital Management
North Carolina
$3.19M +$222K +470 +7%
GT
468
Greenleaf Trust
Michigan
$3.17M -$10.4K -22 -0.3%
CIC
469
Crawford Investment Counsel
Georgia
$3.13M – – –
Envestnet Portfolio Solutions
470
Envestnet Portfolio Solutions
Illinois
$3.12M -$113K -238 -3%
CW
471
CreativeOne Wealth
Kansas
$3.11M -$91.8K -194 -3%
BCI
472
Brinker Capital Investments
Pennsylvania
$3.09M +$12.8K +27 +0.4%
OPS
473
Orion Portfolio Solutions
Nebraska
$3.09M +$12.8K +27 +0.4%
CB
474
Commerce Bank
Missouri
$3.08M -$8.99K -19 -0.3%
CA
475
Crewe Advisors
Utah
$3.04M -$186K -393 -6%
17 18
19
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