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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 %
RB
501
Rodgers Brothers
Pennsylvania
$1.64M -$18.5K -47 -1%
BF
502
BOK Financial
Oklahoma
$1.64M -$48.4K -123 -3%
VA
503
Vident Advisory
Georgia
$1.64M +$67.2K +171 +4%
FWCM
504
Ferguson Wellman Capital Management
Oregon
$1.64M -$1.18K -3 -0.1%
LFAS
505
Level Four Advisory Services
Texas
$1.63M +$115K +295 +8%
ESB
506
Essex Savings Bank
Connecticut
$1.61M – – –
Northwestern Mutual Wealth Management
507
Northwestern Mutual Wealth Management
Wisconsin
$1.61M -$297K -756 -16%
NIM
508
NEOS Investment Management
Connecticut
$1.58M +$371K +943 +31%
VST
509
Van Strum & Towne
California
$1.57M – – –
S
510
SignatureFD
Georgia
$1.55M +$31.1K +79 +2%
BCV
511
Banque Cantonale Vaudoise
Switzerland
$1.55M -$2.14M -5,433 -58%
TYCC
512
Texas Yale Capital Corp
Florida
$1.55M +$5.11K +13 +0.3%
TWC
513
TD Waterhouse Canada
Ontario, Canada
$1.54M +$214K +538 +16%
DC
514
Davenport & Co
Virginia
$1.53M +$168K +428 +12%
HAG
515
HighPoint Advisor Group
Illinois
$1.52M +$9.54K +24 +0.6%
DWM
516
Darwin Wealth Management
Florida
$1.51M -$177K -451 -10%
AWM
517
Angeles Wealth Management
California
$1.51M +$3.93K +10 +0.3%
BPA
518
Beacon Pointe Advisors
California
$1.5M -$198K -504 -12%
VCMGDR
519
Vinland Capital Management Gestora de Recursos
Brazil
$1.5M +$1.5M +3,822 New
CIBC World Market
520
CIBC World Market
Ontario, Canada
$1.5M +$528K +1,344 +54%
AFS
521
Aft Forsyth & Sober
Florida
$1.46M – – –
MFGM
522
Marshall Financial Group (Maryland)
Maryland
$1.45M +$74.7K +190 +5%
LRIC
523
Long Road Investment Counsel
Michigan
$1.45M – – –
CFG
524
Citizens Financial Group
Rhode Island
$1.43M -$74.3K -189 -5%
KJHP
525
K.J. Harrison & Partners
Ontario, Canada
$1.42M +$1.19M +3,020 +500%
19 20
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