MCO icon

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 %
ACM
701
Argyle Capital Management
Pennsylvania
$550K – – –
WANY
702
Wealthspire Advisors (New York)
New York
$548K -$46.8K -119 -8%
A
703
AustralianSuper
Australia
$543K -$9.92M -25,185 -95%
Lido Advisors
704
Lido Advisors
California
$538K -$33K -84 -6%
PAM
705
Panagora Asset Management
Massachusetts
$532K -$16.5K -42 -3%
FHA
706
First Horizon Advisors
Tennessee
$524K -$3.93K -10 -0.7%
BHWM
707
Bar Harbor Wealth Management
New Hampshire
$521K -$22.4K -57 -4%
Connor, Clark & Lunn Investment Management (CC&L)
708
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$521K +$521K +1,325 New
DP
709
DDD Partners
Washington
$507K – – –
HNB
710
Hilltop National Bank
Wyoming
$506K +$506K +1,288 New
JIC
711
Johnson Investment Counsel
Ohio
$506K -$283K -719 -36%
APM
712
Advanced Portfolio Management
New York
$505K +$505K +1,285 New
CIA
713
Concurrent Investment Advisors
Florida
$501K -$22K -56 -4%
FNBT
714
FineMark National Bank & Trust
Florida
$499K – – –
QCG
715
Quadrant Capital Group
Ohio
$498K -$44.8K -114 -8%
Nomura Holdings
716
Nomura Holdings
Japan
$494K -$749K -1,905 -60%
CCA
717
Checchi Capital Advisers
California
$494K -$1.18K -3 -0.2%
PHAM
718
Palisades Hudson Asset Management
Florida
$494K – – –
Simplex Trading
719
Simplex Trading
Illinois
$490K -$143K -365 -23%
HB
720
HTLF Bank
Colorado
$487K – – –
DC
721
DeDora Capital
California
$487K +$487K +1,240 New
SB
722
Simmons Bank
Arkansas
$487K +$163K +415 +50%
CSIC
723
Clifford Swan Investment Counsel
California
$485K +$27.9K +71 +6%
TC
724
TownSquare Capital
Utah
$480K +$55.8K +142 +13%
WBC
725
Westpac Banking Corp
Australia
$478K +$1.18K +3 +0.2%
27 28
29
30 31