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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 %
LCM
701
Landscape Capital Management
New Jersey
$889K -$28.9K -61 -3%
JAFL
702
Jay A. Fishman Ltd
Michigan
$888K – – –
SPC
703
Spirepoint Private Client
Florida
$875K -$46.4K -98 -5%
AWS
704
Atria Wealth Solutions
New York
$872K -$1.93M -4,086 -69%
ST
705
Spinnaker Trust
Maine
$871K – – –
CPG
706
Cornerstone Planning Group
New Jersey
$871K +$1.99K +4 +0.2%
Lido Advisors
707
Lido Advisors
California
$871K +$13.3K +28 +2%
RMCM
708
Reynders McVeigh Capital Management
Massachusetts
$867K – – –
TAM
709
Trust Asset Management
Texas
$862K – – –
LCM
710
Legato Capital Management
California
$857K -$989K -2,089 -54%
GCM
711
GKV Capital Management
California
$852K +$852K +1,800 New
IFWM
712
Institute for Wealth Management
Colorado
$845K -$3.79K -8 -0.4%
RFA
713
Resurgent Financial Advisors
Georgia
$844K +$191K +404 +29%
VCA
714
Verdence Capital Advisors
Maryland
$842K -$102K -215 -11%
VFA
715
Valeo Financial Advisors
Indiana
$839K +$3.79K +8 +0.5%
GA
716
Geller Advisors
New York
$836K +$8.05K +17 +1%
VWM
717
Venturi Wealth Management
Texas
$827K -$199K -421 -19%
HNWAG
718
High Net Worth Advisory Group
Florida
$826K – – –
NG
719
Novem Group
New York
$823K +$823K +1,737 New
SC
720
Syon Capital
California
$820K +$31.7K +67 +4%
WKWM
721
Walter & Keenan Wealth Management
Indiana
$820K +$3.31K +7 +0.4%
IA
722
IFP Advisors
Florida
$820K -$3.79K -8 -0.5%
NP
723
NorthRock Partners
Minnesota
$818K -$28.4K -60 -3%
SVWAG
724
Sound View Wealth Advisors Group
Georgia
$813K -$3.79K -8 -0.5%
CRWM
725
Castle Rock Wealth Management
California
$809K – – –
27 28
29
30 31