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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 %
GEM
601
Global Endowment Management
North Carolina
$1.5M +$5.21K +11 +0.3%
AAS
602
Avantax Advisory Services
Texas
$1.48M +$36K +76 +2%
QCM
603
Qsemble Capital Management
New York
$1.48M -$1.26M -2,658 -46%
ET
604
Equitable Trust
Tennessee
$1.47M – – –
HBT
605
Hills Bank & Trust
Iowa
$1.47M – – –
VSQM
606
V-Square Quantitative Management
Illinois
$1.47M -$8.99K -19 -0.6%
OIS
607
Okabena Investment Services
Minnesota
$1.47M +$160K +338 +12%
IIC
608
Ironwood Investment Counsel
Arizona
$1.47M – – –
CAMG
609
CWA Asset Management Group
Florida
$1.47M +$35K +74 +2%
Carson Wealth (CWM LLC)
610
Carson Wealth (CWM LLC)
Nebraska
$1.46M -$9.94K -21 -0.7%
P
611
&Partners
Tennessee
$1.44M +$608K +1,270 +73%
Wolverine Trading
612
Wolverine Trading
Illinois
$1.44M -$426K -899 -23%
LWA
613
Lineweaver Wealth Advisors
Ohio
$1.42M -$1.42K -3 -0.1%
VI
614
Vestcor Inc
New Brunswick, Canada
$1.42M -$121K -256 -8%
FRA
615
Frank Rimerman Advisors
California
$1.41M -$623K -1,316 -31%
SM
616
Sciencast Management
New Jersey
$1.41M +$1.41M +2,982 New
GM
617
GeoWealth Management
Illinois
$1.41M +$168K +355 +14%
MCM
618
MAI Capital Management
Ohio
$1.4M +$352K +743 +33%
SPIA
619
Steward Partners Investment Advisory
New York
$1.4M +$192K +405 +16%
CCM
620
Coldstream Capital Management
Washington
$1.4M +$27.9K +59 +2%
SW
621
SVB Wealth
Massachusetts
$1.4M +$1.4M +2,948 New
CCMG
622
Clark Capital Management Group
Pennsylvania
$1.39M -$185K -390 -12%
GLR
623
Great Lakes Retirement
Ohio
$1.37M +$80.9K +171 +6%
RWM
624
Rockline Wealth Management
New York
$1.37M +$45K +95 +3%
MFG
625
Monte Financial Group
Connecticut
$1.37M -$15.6K -33 -1%
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