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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 %
STA
726
Summit Trail Advisors
New York
$474K +$48.3K +123 +11%
FIM
727
Freedom Investment Management
Connecticut
$473K +$109K +278 +30%
SIA
728
Schechter Investment Advisors
Michigan
$472K +$786 +2 +0.2%
Fayez Sarofim & Co
729
Fayez Sarofim & Co
Texas
$472K – – –
SP
730
Symmetry Partners
Connecticut
$471K – – –
LPT
731
Legacy Private Trust
Wisconsin
$470K -$13.8K -35 -3%
HTC
732
Haverford Trust Company
Pennsylvania
$470K +$42.8K +109 +10%
EFMH
733
E Fund Management (HK)
Hong Kong
$469K +$469K +1,193 New
PEA
734
Park Edge Advisors
Ohio
$468K – – –
AAS
735
Avantax Advisory Services
Texas
$467K +$60.1K +153 +15%
PCP
736
Proficio Capital Partners
Massachusetts
$464K +$13.4K +34 +3%
LNC
737
Lincoln National Corp
Pennsylvania
$463K -$98.3K -250 -18%
UWS
738
Unique Wealth Strategies
Illinois
$461K +$461K +1,174 New
PCG
739
Prosperity Consulting Group
Maryland
$457K +$104K +264 +29%
SMG
740
Smart Money Group
Texas
$451K +$167K +451 +59%
RFA
741
Resurgent Financial Advisors
Georgia
$451K +$58.2K +148 +15%
RA
742
RFG Advisory
Alabama
$445K +$21.2K +54 +5%
H
743
HoyleCohen
California
$441K – – –
TCOV
744
Trust Company of Vermont
Vermont
$439K +$382K +971 +665%
MFIM
745
Mesirow Financial Investment Management
Illinois
$438K +$71.4K +181 +20%
CA
746
Cornerstone Advisory
Maryland
$436K +$4.32K +11 +1%
PAMG
747
Patton Albertson Miller Group
Tennessee
$435K – – –
WIC
748
Wilkins Investment Counsel
Massachusetts
$432K +$432K +1,100 New
CI
749
CX Institutional
Indiana
$430K -$6.29K -16 -1%
BWP
750
BSW Wealth Partners
Colorado
$425K +$115K +292 +37%
28 29
30
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