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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 %
QPBE
776
Quintet Private Bank (Europe)
Luxembourg
$391K -$284K -625 -42%
PA
777
PFG Advisors
Arizona
$388K -$78.6K -200 -17%
NB
778
NBT Bank
New York
$386K – – –
HCM
779
Hutner Capital Management
Vermont
$381K – – –
SAM
780
Smartleaf Asset Management
Massachusetts
$380K +$110K +282 +41%
CP
781
Castleview Partners
Texas
$379K +$17.7K +45 +5%
SC
782
Shearwater Capital
Colorado
$379K – – –
CCWM
783
Correct Capital Wealth Management
Missouri
$378K -$197K -500 -34%
LC
784
Lindbrook Capital
California
$377K +$4.72K +12 +1%
KLCM
785
KG&L Capital Management
Louisiana
$376K +$17.7K +45 +5%
BIG
786
Brooklyn Investment Group
New York
$375K -$35.1K -89 -9%
ACA
787
Aptus Capital Advisors
Alabama
$375K +$44.4K +113 +13%
BBI
788
Baxter Bros Inc
Connecticut
$373K – – –
PI
789
Pettee Investors
Connecticut
$372K – – –
SI
790
Seeds Investor
New York
$369K +$21.2K +54 +6%
CAL
791
Capital Advisors Ltd
Ohio
$368K +$9.83K +25 +3%
SRL
792
Scientech Research LLC
New Jersey
$367K -$128K -326 -26%
ILI
793
Invesco LLC (Illinois)
Illinois
$367K +$16.5K +42 +5%
CA
794
Commerzbank Aktiengesellschaft
Germany
$367K +$367K +935 New
AOI
795
Auto-Owners Insurance
Michigan
$367K – – –
MIM
796
Morningstar Investment Management
Illinois
$366K – – –
SCM
797
Shelton Capital Management
Colorado
$366K – – –
CWM
798
Chronos Wealth Management
Florida
$366K +$366K +931 New
FB
799
Fulton Bank
Pennsylvania
$361K +$361K +919 New
NA
800
NewEdge Advisors
Louisiana
$360K +$248K +632 +222%
30 31
32
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