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Moody's
MCO

Overview Fund Activity

1,285 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, 445 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,285
Holders Change
+94
Holders Change %
+7.89%
% of All Funds
17.11%
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
445
Closed
63
Calls
$117M
Puts
$117M
Net Calls
+$497K
Net Calls Change
-$46.4M

Top Buyers

1
BlackRock
1
BlackRock
New York
$6.75B
2
Citadel Advisors
2
Citadel Advisors
Florida
$291M
3
Amundi
3
Amundi
France
$534M
4
EQF
4
Evergreen Quality Fund
Cayman Islands
$274M
5
CF
5
Canoe Financial
Alberta, Canada
$200M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$383M
2
IAIM
2
International Assets Investment Management
Florida
$515K
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$685M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.89B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$602M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$487M -$94.1M -198,849 -16%
WPL
27
WINDACRE PARTNERSHIP LLC
Texas
$478M -$78.3M -165,405 -14%
Deutsche Bank
28
Deutsche Bank
Germany
$478M +$14.2M +29,895 +3%
Charles Schwab
29
Charles Schwab
California
$471M +$15M +31,780 +3%
AP
30
Altarock Partners
Florida
$450M -$54.8M -115,714 -11%
AIM
31
Allen Investment Management
New York
$440M -$24.6M -52,037 -5%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$397M +$3.78M +7,979 +1%
Baillie Gifford & Co
33
Baillie Gifford & Co
United Kingdom
$383M -$588M -1,243,077 -61%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$377M +$30.9M +65,257 +9%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$353M -$9.49M -20,057 -3%
Principal Financial Group
36
Principal Financial Group
Iowa
$353M -$62.6M -132,301 -15%
Nuveen Asset Management
37
Nuveen Asset Management
Illinois
$333M -$47.8M -101,002 -13%
Brown Advisory
38
Brown Advisory
Maryland
$322M -$66.8M -141,149 -17%
UBS Group
39
UBS Group
Switzerland
$310M +$80.9M +170,836 +35%
AC
40
AKO Capital
United Kingdom
$309M -$14.2M -30,073 -4%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$300M +$73.9M +156,120 +33%
Citadel Advisors
42
Citadel Advisors
Florida
$291M +$248M +524,014 +582%
TD Asset Management
43
TD Asset Management
Ontario, Canada
$287M +$50.6M +106,815 +21%
EQF
44
Evergreen Quality Fund
Cayman Islands
$274M +$197M +415,200 +253%
Franklin Resources
45
Franklin Resources
California
$274M -$7.14M -15,093 -3%
SP
46
Sarasin & Partners
United Kingdom
$266M -$13.6M -28,823 -5%
Bank of America
47
Bank of America
North Carolina
$255M -$38.7M -81,690 -13%
MA
48
Marshfield Associates
District of Columbia
$242M -$85.2K -180 -0%
Schroder Investment Management Group
49
Schroder Investment Management Group
United Kingdom
$240M +$4.63M +9,775 +2%
Acadian Asset Management
50
Acadian Asset Management
Massachusetts
$231M +$80.2M +169,357 +53%
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