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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 %
FGP
676
Freestone Grove Partners
California
$1.04M +$1.04M +2,196 New
WPC
677
Wedmont Private Capital
Pennsylvania
$1.04M +$71.1K +157 +7%
EAM
678
Erste Asset Management
Austria
$1.04M +$1.04M +2,172 New
RCA
679
Roberts Capital Advisors
Colorado
$1.03M – – –
MCM
680
Maple Capital Management
Vermont
$1.02M -$12.3K -26 -1%
PAM
681
Panagora Asset Management
Massachusetts
$1.01M +$382K +807 +61%
NA
682
NewEdge Advisors
Louisiana
$1M +$381K +804 +61%
SAM
683
Smartleaf Asset Management
Massachusetts
$1M +$84.3K +178 +9%
NWM
684
Napa Wealth Management
California
$998K +$998K +2,109 New
EAM
685
Empirical Asset Management
Massachusetts
$990K +$306K +1,367 +45%
KA
686
Kerrisdale Advisers
Florida
$983K – – –
LKIM
687
Lawson Kroeker Investment Management
Nebraska
$980K – – –
SL
688
Sentry LLC
Tennessee
$967K – – –
JWCA
689
J.W. Coons Advisors
Ohio
$960K -$8.52K -18 -0.9%
BPA
690
Beacon Pointe Advisors
California
$957K -$257K -543 -21%
AC
691
AXQ Capital
New Jersey
$957K +$647K +1,366 +209%
RWM
692
Ritholtz Wealth Management
New York
$956K +$41.2K +87 +5%
SCM
693
Stonebridge Capital Management
California
$947K – – –
EC
694
Enhancing Capital
Pennsylvania
$947K +$947K +2,000 New
CIA
695
Choate Investment Advisors
Massachusetts
$942K +$44.5K +94 +5%
RA
696
Riversedge Advisors
Delaware
$924K +$8.05K +17 +0.9%
ECM
697
Evergreen Capital Management
Washington
$915K -$492K -1,040 -35%
VAG
698
VisionPoint Advisory Group
Texas
$910K -$10.4K -22 -1%
SA
699
SRN Advisors
Pennsylvania
$908K -$144K -304 -14%
WT
700
Whittier Trust
California
$893K +$15.6K +33 +2%
26 27
28
29 30