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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 %
GA
651
Geller Advisors
New York
$716K -$48K -122 -6%
TAM
652
Trust Asset Management
Texas
$715K – – –
JWCA
653
J.W. Cole Advisors
Florida
$711K +$10.2K +26 +1%
RWM
654
Ritholtz Wealth Management
New York
$702K +$14.2K +36 +2%
BBHC
655
Brown Brothers Harriman & Co
New York
$692K -$13.4K -34 -2%
WKWM
656
Walter & Keenan Wealth Management
Indiana
$691K +$13K +33 +2%
HNWAG
657
High Net Worth Advisory Group
Florida
$685K – – –
MG
658
Mather Group
Illinois
$680K +$1.17K +3 +0.2%
AIP
659
Ameritas Investment Partners
Nebraska
$669K -$18.5K -47 -3%
BBA
660
Baader Bank Aktiengesellschaft
Germany
$668K +$156K +397 +30%
DBRC
661
D.B. Root & Company
Pennsylvania
$665K -$1.18K -3 -0.2%
PIMG
662
Patriot Investment Management Group
Tennessee
$664K -$79K -201 -11%
SVWAG
663
Sound View Wealth Advisors Group
Georgia
$663K +$7.08K +18 +1%
CI
664
Cigna Investments
Connecticut
$663K -$11.8K -30 -2%
CPG
665
Cornerstone Planning Group
New Jersey
$663K -$47.6K -125 -7%
IA
666
IFP Advisors
Florida
$662K -$6.29K -16 -0.9%
CGL
667
Clarius Group LLC
Washington
$655K -$141K -359 -18%
PGIM
668
Pacific Global Investment Management
California
$653K – – –
AssetMark Inc
669
AssetMark Inc
California
$652K -$1.27M -3,225 -66%
BW
670
Bison Wealth
Georgia
$652K +$18.9K +48 +3%
GM
671
GeoWealth Management
Illinois
$651K +$509K +1,294 +357%
CWM
672
Circle Wealth Management
New Jersey
$650K +$46K +117 +8%
SAM
673
Strategy Asset Managers
California
$649K +$649K +1,651 New
BCWM
674
Bartlett & Co Wealth Management
Ohio
$639K +$393 +1 +0.1%
SC
675
Syon Capital
California
$638K -$632K -1,607 -50%
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