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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 %
HFS
551
Hantz Financial Services
Michigan
$1.99M +$414K +875 +26%
HAG
552
HighPoint Advisor Group
Illinois
$1.99M +$19K +37 +1%
RB
553
Rodgers Brothers
Pennsylvania
$1.96M -$18K -38 -0.9%
ESB
554
Essex Savings Bank
Connecticut
$1.95M – – –
PPA
555
Pilgrim Partners Asia
Singapore
$1.94M +$1.94M +4,100 New
Northwestern Mutual Wealth Management
556
Northwestern Mutual Wealth Management
Wisconsin
$1.94M -$385K -814 -17%
TYCC
557
Texas Yale Capital Corp
Florida
$1.87M – – –
ACM
558
Accent Capital Management
Ohio
$1.86M +$473 +1 +0%
AWM
559
Angeles Wealth Management
California
$1.85M +$8.05K +17 +0.4%
KCM
560
Kornitzer Capital Management
Kansas
$1.84M – – –
MAS
561
Meeder Advisory Services
Ohio
$1.84M +$16.1K +34 +0.9%
MFGM
562
Marshall Financial Group (Maryland)
Maryland
$1.8M +$6.16K +13 +0.3%
MSAM
563
Moloney Securities Asset Management
Missouri
$1.78M +$38.3K +81 +2%
AFS
564
Aft Forsyth & Sober
Florida
$1.76M – – –
MFG
565
Merit Financial Group
Georgia
$1.76M +$789K +1,667 +81%
CA
566
Clearstead Advisors
Ohio
$1.76M -$26K -55 -1%
TC
567
TFR Capital
Texas
$1.75M +$1.75M +3,704 New
FWCM
568
Ferguson Wellman Capital Management
Oregon
$1.75M -$4.73K -10 -0.3%
GPI
569
General Partner Inc
Pennsylvania
$1.75M -$237K -500 -12%
LRIC
570
Long Road Investment Counsel
Michigan
$1.74M – – –
SFA
571
Sequoia Financial Advisors
Ohio
$1.73M +$201K +424 +13%
CFG
572
Citizens Financial Group
Rhode Island
$1.72M +$68.2K +144 +4%
WorldQuant Millennium Advisors
573
WorldQuant Millennium Advisors
New York
$1.72M -$13.9M -29,335 -89%
BEI
574
Benjamin Edwards Inc
Missouri
$1.7M +$220K +465 +15%
BRWA
575
B. Riley Wealth Advisors
Florida
$1.69M +$9.47K +20 +0.6%
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