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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 %
GVAG
801
Great Valley Advisor Group
Delaware
$357K +$20.4K +52 +6%
Winslow Capital Management
802
Winslow Capital Management
Minnesota
$354K -$282M -717,732 -100%
IPW
803
Invictus Private Wealth
Colorado
$353K -$18.5K -47 -5%
PA
804
Procyon Advisors
Connecticut
$350K -$58.2K -148 -14%
CL
805
Choreo LLC
Illinois
$349K -$393 -1 -0.1%
FPCP
806
Fort Point Capital Partners
California
$348K -$6.68K -17 -2%
KSWA
807
Kathleen S. Wright Associates
Pennsylvania
$347K – – –
AC
808
Abbrea Capital
California
$346K – – –
RHJA
809
Rice Hall James & Associates
California
$345K -$20K -51 -5%
SB
810
Sunflower Bank
Texas
$344K – – –
RZH
811
Relyea Zuckerberg Hanson
Connecticut
$341K +$1.97K +5 +0.6%
RAM
812
Roanoke Asset Management
New Jersey
$340K – – –
WWM
813
Western Wealth Management
Colorado
$337K -$4.72K -12 -1%
IAIM
814
International Assets Investment Management
Florida
$336K +$112K +285 +50%
BSW
815
Buckingham Strategic Wealth
Missouri
$335K -$1.18K -3 -0.4%
4WM
816
4J Wealth Management
Virginia
$335K -$1.18K -3 -0.4%
Walleye Capital
817
Walleye Capital
New York
$334K +$334K +851 New
APG
818
Abacus Planning Group
South Carolina
$334K -$8.25K -21 -2%
PP
819
Pegasus Partners
Wisconsin
$332K -$404K -1,029 -55%
NCFG
820
New Century Financial Group
New Jersey
$331K +$3.54K +9 +1%
LFA
821
Legacy Financial Advisors
Kentucky
$330K – – –
MSWM
822
McGlone Suttner Wealth Management
Wisconsin
$330K +$83.7K +213 +34%
CHA
823
Carmichael Hill & Associates
Maryland
$330K – – –
P
824
Pitcairn
Pennsylvania
$328K +$20.4K +52 +7%
AWM
825
AE Wealth Management
Kansas
$327K -$216K -549 -40%
31 32
33
34 35