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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 %
HI
601
Horizon Investments
North Carolina
$981K -$36.9K -94 -4%
SC
602
Savant Capital
Illinois
$977K -$296K -753 -23%
IAA
603
Independent Advisor Alliance
North Carolina
$973K +$186K +474 +24%
AAP
604
Arax Advisory Partners
Colorado
$968K -$52.7K -134 -5%
AMG
605
Asset Management Group
Connecticut
$961K – – –
CC
606
Cipher Capital
New York
$958K +$562K +1,431 +142%
RWP
607
RWA Wealth Partners
Massachusetts
$956K -$46K -117 -5%
PA
608
Profund Advisors
Maryland
$950K +$112K +284 +13%
QI
609
Qtron Investments
Massachusetts
$942K – – –
OC
610
Oppenheimer & Co
New York
$941K +$79K +201 +9%
PCIA
611
Prime Capital Investment Advisors
Kansas
$939K +$103K +262 +12%
TSWM
612
Triangle Securities Wealth Management
North Carolina
$938K -$27.1K -69 -3%
HWM
613
HB Wealth Management
Georgia
$935K +$14.9K +38 +2%
FHB
614
First Hawaiian Bank
Hawaii
$933K +$11.8K +30 +1%
GLR
615
Great Lakes Retirement
Ohio
$932K +$27.9K +71 +3%
SA
616
SRN Advisors
Pennsylvania
$911K +$42.4K +108 +5%
CQS
617
Credential Qtrade Securities
$903K -$29.5K -75 -3%
MYAM
618
Meiji Yasuda Asset Management
Japan
$897K +$173K +440 +24%
EWA
619
Encompass Wealth Advisors
Oregon
$884K – – –
LA
620
Legacy Advisors
Pennsylvania
$882K -$303K -771 -26%
BA
621
Ballast Advisors
Minnesota
$880K +$67.2K +171 +8%
MCM
622
Maple Capital Management
Vermont
$867K -$1.18K -3 -0.1%
RCA
623
Roberts Capital Advisors
Colorado
$858K +$858K +2,183 New
Tudor Investment Corp
624
Tudor Investment Corp
Connecticut
$856K -$19.2M -48,951 -96%
CTC
625
Central Trust Company
Missouri
$854K -$35.4K -90 -4%
23 24
25
26 27