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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 %
FB
776
Fulton Bank
Pennsylvania
$635K +$34.6K +73 +6%
CCA
777
Checchi Capital Advisers
California
$628K +$5.21K +11 +0.8%
FNBT
778
FineMark National Bank & Trust
Florida
$628K -$7.1K -15 -1%
BHWM
779
Bar Harbor Wealth Management
New Hampshire
$625K -$2.37K -5 -0.4%
EWA
780
EP Wealth Advisors
California
$620K +$316K +668 +104%
PCG
781
Prosperity Consulting Group
Maryland
$617K +$25.1K +53 +4%
AWM
782
AE Wealth Management
Kansas
$616K +$53.5K +113 +10%
PCP
783
Proficio Capital Partners
Massachusetts
$613K +$298K +630 +95%
DP
784
DDD Partners
Washington
$612K +$473 +1 +0.1%
LS
785
Livforsakringsbolaget Skandia
Sweden
$606K -$47.3K -100 -7%
DC
786
DeDora Capital
California
$606K -$7.57K -16 -1%
Empower Advisory Group
787
Empower Advisory Group
Colorado
$606K +$36K +76 +6%
FCG
788
Fielder Capital Group
Tennessee
$601K +$601K +1,270 New
CA
789
Cornerstone Advisory
Maryland
$598K +$13.1K +25 +2%
SI
790
Seeds Investor
New York
$597K -$4.26K -9 -0.7%
PHAM
791
Palisades Hudson Asset Management
Florida
$595K – – –
IWC
792
Integrated Wealth Concepts
Massachusetts
$587K +$30.8K +65 +6%
HNB
793
Hilltop National Bank
Wyoming
$583K -$3.31K -7 -0.6%
HTC
794
Haverford Trust Company
Pennsylvania
$580K +$1.42K +3 +0.2%
PIM
795
Plato Investment Management
Australia
$576K +$307K +646 +114%
AAIS
796
ABN AMRO Investment Solutions
$573K -$122K -257 -18%
CRC
797
Curi RMB Capital
Illinois
$572K -$38.3K -81 -6%
Fayez Sarofim & Co
798
Fayez Sarofim & Co
Texas
$568K – – –
TW
799
Traveka Wealth
California
$568K +$568K +1,200 New
PEA
800
Park Edge Advisors
Ohio
$563K – – –
30 31
32
33 34