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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 %
KIA
576
Knollwood Investment Advisory
Maryland
$1.69M – – –
BF
577
BOK Financial
Oklahoma
$1.66M -$67.9K -150 -4%
RSWM
578
Robertson Stephens Wealth Management
California
$1.66M -$1.09M -2,305 -40%
BFG
579
Bleakley Financial Group
New Jersey
$1.66M +$13.3K +28 +0.8%
OCM
580
Olstein Capital Management
New York
$1.66M -$284K -600 -15%
PAG
581
Private Advisor Group
New Jersey
$1.64M -$32.2K -68 -2%
HPC
582
HM Payson & Co
Maine
$1.64M +$130K +275 +9%
IAA
583
Independent Advisor Alliance
North Carolina
$1.64M +$215K +455 +15%
Bank Julius Baer & Co
584
Bank Julius Baer & Co
Switzerland
$1.62M +$213K +408 +15%
ECM
585
Everence Capital Management
Indiana
$1.6M -$521K -1,100 -25%
AAP
586
Arax Advisory Partners
Colorado
$1.59M +$2.37K +5 +0.1%
MAM
587
Mystic Asset Management
Rhode Island
$1.58M +$165K +348 +12%
CFO
588
Callan Family Office
Pennsylvania
$1.57M +$1.57M +3,323 New
ASN
589
Advisory Services Network
Georgia
$1.57M +$58.2K +123 +4%
LIP
590
Lighthouse Investment Partners
Florida
$1.56M +$1.56M +3,300 New
RHAM
591
Round Hill Asset Management
California
$1.56M -$1.2M -2,530 -43%
SC
592
Savant Capital
Illinois
$1.55M +$104K +219 +7%
VT
593
Vise Technologies
New York
$1.55M +$745K +1,574 +93%
SA
594
Shilanski & Associates
Alaska
$1.54M -$65.8K -139 -4%
HFA
595
Harbert Fund Advisors
Alabama
$1.54M +$521K +1,100 +51%
PAS
596
Park Avenue Securities
New York
$1.52M +$36.9K +78 +2%
DADC
597
D.A. Davidson & Co
Montana
$1.52M +$154K +326 +11%
Capstone Investment Advisors
598
Capstone Investment Advisors
New York
$1.51M -$279K -589 -16%
HWM
599
HB Wealth Management
Georgia
$1.51M +$103K +217 +7%
BIM
600
Bridges Investment Management
Nebraska
$1.5M -$473 -1 -0%
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