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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 %
CFGS
726
Concourse Financial Group Securities
Alabama
$800K -$28.6K -59 -3%
PIMG
727
Patriot Investment Management Group
Tennessee
$800K – – –
MIM
728
Morningstar Investment Management
Illinois
$793K – – –
PAMG
729
Patton Albertson Miller Group
Tennessee
$792K – – –
CIC
730
Cornercap Investment Counsel
Georgia
$791K +$791K +1,671 New
FC
731
Farringdon Capital
United Kingdom
$789K +$789K +1,666 New
EI
732
Ellevest Inc
New York
$779K +$5.21K +11 +0.7%
SF
733
Summit Financial
New Jersey
$777K +$10.4K +22 +1%
PCS
734
Personal CFO Solutions
New Jersey
$777K -$74.8K -158 -9%
WBC
735
Westpac Banking Corp
Australia
$775K -$5.21K -11 -0.7%
ATC
736
Argent Trust Co
Tennessee
$773K -$8.52K -18 -1%
BCWM
737
Bartlett & Co Wealth Management
Ohio
$769K – – –
CI
738
Cigna Investments
Connecticut
$768K -$6.15K -13 -0.8%
SCP
739
Stamos Capital Partners
California
$757K +$511K +1,080 +208%
ETC
740
Exchange Traded Concepts
Oklahoma
$753K +$231K +489 +44%
FFA
741
Farther Finance Advisors
California
$752K -$26.5K -56 -3%
MC
742
Machina Capital
France
$752K -$1.57M -3,327 -68%
GC
743
Guardian Capital
Ontario, Canada
$747K +$747K +1,579 New
CC
744
Centiva Capital
New York
$747K -$504K -1,065 -40%
BCM
745
Brookstone Capital Management
Illinois
$745K -$17K -36 -2%
SG Americas Securities
746
SG Americas Securities
New York
$744K -$4.84M -10,222 -87%
Dodge & Cox
747
Dodge & Cox
California
$741K – – –
CWM
748
Chronos Wealth Management
Florida
$734K -$25.6K -54 -3%
EWM
749
Evercore Wealth Management
New York
$729K +$473 +1 +0.1%
ATS
750
Ashton Thomas Securities
New York
$727K +$18K +38 +3%
28 29
30
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