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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 %
EAM
626
Empirical Asset Management
Massachusetts
$833K +$833K +2,121 New
OFP
627
OLIO Financial Planning
Virginia
$830K – – –
SFA
628
Seneca Financial Advisors
New York
$825K – – –
LWCFA
629
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$820K -$47.4K -125 -5%
VCA
630
Verdence Capital Advisors
Maryland
$820K -$8.26K -21 -1%
BFEC
631
Benjamin F. Edwards & Company
Missouri
$817K +$162K +411 +25%
RSWM
632
Robertson Stephens Wealth Management
California
$814K +$814K +2,070 New
LKIM
633
Lawson Kroeker Investment Management
Nebraska
$814K – – –
SL
634
Sentry LLC
Tennessee
$803K – – –
SCM
635
Stonebridge Capital Management
California
$786K – – –
CFGS
636
Concourse Financial Group Securities
Alabama
$784K +$265K +673 +51%
SPC
637
Spirepoint Private Client
Florida
$780K +$780K +1,984 New
DIM
638
Delta Investment Management
California
$773K +$2.36K +6 +0.3%
BL
639
Balentine LLC
Georgia
$769K +$27.5K +70 +4%
RA
640
Riversedge Advisors
Delaware
$760K +$8.65K +22 +1%
SWS
641
SYSTM Wealth Solutions
Illinois
$754K -$807K -2,052 -52%
WPC
642
Wedmont Private Capital
Pennsylvania
$746K +$35.4K +89 +5%
JAFL
643
Jay A. Fishman Ltd
Michigan
$737K – – –
WT
644
Whittier Trust
California
$735K -$202K -513 -22%
AAM
645
Azzad Asset Management
Virginia
$729K -$29.9K -76 -4%
JWCA
646
J.W. Coons Advisors
Ohio
$727K +$39.3K +100 +6%
ST
647
Spinnaker Trust
Maine
$723K +$21.6K +55 +3%
RMCM
648
Reynders McVeigh Capital Management
Massachusetts
$720K +$3.93K +10 +0.5%
CIA
649
Choate Investment Advisors
Massachusetts
$718K -$11K -28 -2%
PCS
650
Personal CFO Solutions
New Jersey
$717K -$16.1K -41 -2%
24 25
26
27 28