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
16.27%
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
$577M
2
CF
Canoe Financial
Alberta, Canada
$168M
3
BlackRock
BlackRock
New York
$5.24B
4
AIM
Allen Investment Management
New York
$352M
5
Invesco
Invesco
Georgia
$425M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.5B
2
Capital World Investors
Capital World Investors
California
$0
3
PAM
PineStone Asset Management
Quebec, Canada
$383M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
$354K
5
VAM
Veritas Asset Management
United Kingdom
$435M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAM
26
Veritas Asset Management
United Kingdom
$435M -$190M -484,314 -30%
Invesco
27
Invesco
Georgia
$425M +$81.3M +206,810 +24%
UBS AM
28
UBS AM
Illinois
$396M +$1.53M +3,905 +0.4%
PAM
29
PineStone Asset Management
Quebec, Canada
$383M -$315M -800,369 -45%
Deutsche Bank
30
Deutsche Bank
Germany
$382M -$94.4M -240,253 -20%
Charles Schwab
31
Charles Schwab
California
$363M +$9.58M +24,382 +3%
AIM
32
Allen Investment Management
New York
$352M +$99.9M +254,178 +40%
Brown Advisory
33
Brown Advisory
Maryland
$328M -$9.55M -24,292 -3%
AP
34
Altarock Partners
Florida
$314M -$4.13M -10,500 -1%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$311M -$6M -15,259 -2%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$304M +$29.1M +74,144 +11%
Harris Associates
37
Harris Associates
Illinois
$301M -$19M -48,364 -6%
Nuveen Asset Management
38
Nuveen Asset Management
Illinois
$292M +$18M +45,709 +7%
AC
39
AKO Capital
United Kingdom
$280M -$9.43K -24 -0%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$251M -$16.3M -41,394 -6%
Barclays
41
Barclays
United Kingdom
$243M -$27.3M -69,556 -10%
Bank of America
42
Bank of America
North Carolina
$239M +$28.7M +73,102 +14%
VOYA Investment Management
43
VOYA Investment Management
Georgia
$223M -$716K -1,821 -0.3%
Mitsubishi UFJ Asset Management
44
Mitsubishi UFJ Asset Management
Japan
$219M +$14.9M +37,830 +7%
DDC
45
DF Dent & Co
Maryland
$211M -$3.31M -8,428 -2%
Franklin Resources
46
Franklin Resources
California
$209M -$17.9M -45,478 -8%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$205M -$8.26M -21,042 -4%
MA
48
Marshfield Associates
District of Columbia
$202M +$29.9K +76 +0%
CCM
49
Cantillon Capital Management
New York
$201M -$4.03M -10,264 -2%
BCF
50
BLS Capital Fondsmaeglerselskab
Denmark
$191M -$24.2M -61,600 -11%
1
2
3 4 5