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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 %
ST
576
Smithfield Trust
Pennsylvania
$1.11M – – –
VI
577
Versor Investments
New York
$1.1M +$1.1M +2,801 New
BRWA
578
B. Riley Wealth Advisors
Florida
$1.1M +$20.6K +65 +2%
XT
579
XTX Topco
Cayman Islands
$1.09M +$384K +977 +54%
EWM
580
Evermay Wealth Management
Virginia
$1.08M -$393 -1 -0%
MAS
581
Meeder Advisory Services
Ohio
$1.07M +$59.7K +152 +6%
AWM
582
Avitas Wealth Management
California
$1.07M +$20.4K +52 +2%
PCM
583
Palestra Capital Management
New York
$1.06M +$1.06M +2,700 New
DEA
584
DoubleLine ETF Adviser
Florida
$1.05M +$22.8K +58 +2%
EIP
585
Epoch Investment Partners
New York
$1.05M – – –
CAMG
586
CWA Asset Management Group
Florida
$1.05M +$181K +460 +21%
IMCOOI
587
Investment Management Corp of Ontario (IMCO)
Canada
$1.05M -$472K -1,200 -31%
WPW
588
Waldron Private Wealth
Pennsylvania
$1.04M -$351K -892 -25%
BIM
589
Bridges Investment Management
Nebraska
$1.02M – – –
SPIA
590
Steward Partners Investment Advisory
New York
$1.02M +$63.7K +162 +7%
CCM
591
Coldstream Capital Management
Washington
$1.01M – – –
LSAG
592
Lake Street Advisors Group
New Hampshire
$1M +$14.5K +37 +1%
WTA
593
Washington Trust Advisors
Massachusetts
$1M -$41.7K -106 -4%
HWMA
594
Heritage Wealth Management (Arizona)
Arizona
$1M -$25.2K -64 -2%
MCM
595
MAI Capital Management
Ohio
$1M -$7.07K -18 -0.7%
DADC
596
D.A. Davidson & Co
Montana
$995K +$154K +391 +18%
CAL
597
Capital Analysts LLC
Pennsylvania
$994K – – –
BG
598
Bahl & Gaynor
Ohio
$993K – – –
AWP
599
Accretive Wealth Partners
New Jersey
$991K -$12.6K -33 -1%
RWM
600
Rockline Wealth Management
New York
$981K +$97.9K +249 +11%
22 23
24
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