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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 %
SFI
476
Siemens Fonds Invest
Germany
$3M +$56.8K +120 +2%
HNB
477
Huntington National Bank
Ohio
$3M +$29.3K +62 +1%
VDBMI
478
Van Den Berg Management I
Texas
$2.97M -$100K -212 -3%
CAPTRUST Financial Advisors
479
CAPTRUST Financial Advisors
North Carolina
$2.95M +$363K +766 +14%
NW
480
NewEdge Wealth
Pennsylvania
$2.91M -$50.2K -106 -2%
TIAA Trust, National Association
481
TIAA Trust, National Association
North Carolina
$2.89M -$206K -436 -7%
WTC
482
WhitTier Trust Company
Nevada
$2.86M – – –
KWM
483
Keebeck Wealth Management
Illinois
$2.85M -$15.6K -33 -0.5%
TCOT
484
Trust Company of Toledo
Ohio
$2.85M – – –
MGM
485
Miura Global Management
New York
$2.84M – – –
FCM
486
Fairbanks Capital Management
California
$2.83M +$67.7K +143 +2%
CAM
487
Chou Associates Management
Ontario, Canada
$2.79M – – –
VAS
488
Vestmark Advisory Solutions
Massachusetts
$2.79M +$296K +625 +12%
TWC
489
TD Waterhouse Canada
Ontario, Canada
$2.77M +$394K +832 +17%
ACL
490
Applied Capital LLC
Florida
$2.77M -$35.5K -75 -1%
RFC
491
Regions Financial Corp
Alabama
$2.75M -$3.79K -8 -0.1%
FCM
492
Fortis Capital Management
Washington
$2.7M +$31.2K +66 +1%
LTAS
493
Linden Thomas Advisory Services
North Carolina
$2.63M +$367K +775 +16%
Cambridge Investment Research Advisors
494
Cambridge Investment Research Advisors
Iowa
$2.62M +$143K +303 +6%
MA
495
MCF Advisors
Kentucky
$2.62M -$44K -93 -2%
NO
496
Ninety One
South Africa
$2.6M +$157K +332 +6%
OAM
497
Ostrum Asset Management
France
$2.6M -$59.6K -126 -2%
GAM
498
Groupama Asset Management
France
$2.59M +$2.59M +5,478 New
Federated Hermes
499
Federated Hermes
Pennsylvania
$2.59M +$1.7M +3,582 +189%
TCA
500
Transcend Capital Advisors
New Jersey
$2.59M -$3.31K -7 -0.1%
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