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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 %
JF
551
Jump Financial
Illinois
$1.25M -$1.78M -4,523 -59%
Bank Julius Baer & Co
552
Bank Julius Baer & Co
Switzerland
$1.25M – – –
HPC
553
HM Payson & Co
Maine
$1.25M – – –
KIA
554
Knollwood Investment Advisory
Maryland
$1.24M – – –
CG
555
Caprock Group
Idaho
$1.24M +$33.8K +86 +3%
SW
556
SVB Wealth
Massachusetts
$1.23M +$1.97K +5 +0.2%
PAG
557
Private Advisor Group
New Jersey
$1.22M -$137K -348 -10%
IIC
558
Ironwood Investment Counsel
Arizona
$1.22M – – –
UH
559
Unigestion Holding
Switzerland
$1.22M +$680K +1,731 +127%
Carson Wealth (CWM LLC)
560
Carson Wealth (CWM LLC)
Nebraska
$1.21M +$51.1K +130 +4%
AIM
561
Anchor Investment Management
South Carolina
$1.2M +$4.72K +12 +0.4%
RAM
562
Redmond Asset Management
Virginia
$1.18M -$130K -330 -10%
SC
563
Sepio Capital
Utah
$1.18M -$233K -594 -17%
MAM
564
Mystic Asset Management
Rhode Island
$1.18M – – –
CA
565
Clearstead Advisors
Ohio
$1.18M +$31.4K +79 +3%
QIM
566
Quantitative Investment Management
Virginia
$1.18M +$1.18M +2,990 New
PAS
567
Park Avenue Securities
New York
$1.17M +$49.9K +127 +4%
HFS
568
Hantz Financial Services
Michigan
$1.16M +$109K +276 +10%
MFG
569
Monte Financial Group
Connecticut
$1.15M +$14.1K +36 +1%
PS
570
Principal Securities
Iowa
$1.15M -$15.3K -39 -1%
MSAM
571
Moloney Securities Asset Management
Missouri
$1.14M +$5.9K +15 +0.5%
RJT
572
Raymond James Trust
Florida
$1.13M -$29.1K -74 -3%
TRCT
573
Tower Research Capital (TRC)
New York
$1.13M -$8.63M -21,964 -88%
UB
574
UMB Bank
Missouri
$1.12M +$1.57K +4 +0.1%
KFI
575
Key Financial Inc
Pennsylvania
$1.11M -$67.6K -172 -6%
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