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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 %
VAG
751
VisionPoint Advisory Group
Texas
$422K +$174K +443 +70%
SWA
752
Stratos Wealth Advisors
Ohio
$420K – – –
BFS
753
Bradley Foster & Sargent
Connecticut
$420K – – –
CSI
754
Cross Staff Investments
New York
$417K -$39.3K -100 -9%
TCM
755
Tributary Capital Management
Nebraska
$417K -$11.8K -30 -3%
SF
756
Synovus Financial
Georgia
$415K – – –
MAG
757
Mayfair Advisory Group
Alabama
$415K +$1.97K +5 +0.5%
FCP
758
Fidelis Capital Partners
Florida
$413K +$52.3K +133 +14%
ETC
759
Exchange Traded Concepts
Oklahoma
$412K -$50.3K -128 -11%
CIC
760
Carnegie Investment Counsel
Ohio
$410K -$393 -1 -0.1%
BP
761
Broadleaf Partners
Ohio
$409K – – –
SF
762
Summit Financial
New Jersey
$408K -$107K -273 -21%
SCA
763
Snowden Capital Advisors
New York
$408K -$64.9K -165 -14%
PIM
764
Penobscot Investment Management
Massachusetts
$407K – – –
PP
765
PDS Planning
Ohio
$405K +$20.4K +52 +5%
CPW
766
Crestmont Private Wealth
Texas
$403K +$51.5K +131 +15%
HCM
767
Howland Capital Management
Massachusetts
$398K -$15.7K -40 -4%
EP
768
Edgestream Partners
New Jersey
$398K -$13.8K -35 -3%
TPWA
769
Twin Peaks Wealth Advisors
California
$397K +$1.57K +4 +0.4%
AP
770
Advisors Preferred
Maryland
$396K -$48.4K -123 -11%
IWC
771
Integrated Wealth Concepts
Massachusetts
$394K +$64.5K +164 +20%
FC
772
FORA Capital
Florida
$393K +$393K +1,001 New
BFIM
773
Beese Fulmer Investment Management
Ohio
$393K -$1.97K -5 -0.5%
CP
774
Cumberland Partners
Ontario, Canada
$393K +$393K +1,000 New
RIA
775
Realta Investment Advisors
Delaware
$391K -$393 -1 -0.1%
29 30
31
32 33