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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 %
HB
801
HTLF Bank
Colorado
$562K – – –
SF
802
Synovus Financial
Georgia
$561K +$48.3K +102 +9%
AWA
803
Aaron Wealth Advisors
Illinois
$559K +$27K +57 +5%
MWM
804
Mission Wealth Management
California
$557K -$155K -328 -22%
CSI
805
Cross Staff Investments
New York
$550K – – –
LPT
806
Legacy Private Trust
Wisconsin
$549K – – –
SIA
807
Schechter Investment Advisors
Michigan
$549K -$17.5K -37 -3%
LCWP
808
Legacy Capital Wealth Partners
Arkansas
$548K -$21.3K -45 -4%
FCP
809
Fidelis Capital Partners
Florida
$543K +$34.8K +70 +7%
PA
810
Promethium Advisors
Maryland
$542K +$27.9K +59 +5%
TCOV
811
Trust Company of Vermont
Vermont
$542K – – –
APG
812
Abacus Planning Group
South Carolina
$535K +$1.89K +4 +0.4%
PCM
813
Penserra Capital Management
California
$535K +$179K +379 +50%
CI
814
CX Institutional
Indiana
$527K +$11.8K +25 +2%
KRSITF
815
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$526K +$162K +2,066 +45%
CI
816
Conning Inc
Connecticut
$524K +$155K +328 +42%
WIC
817
Wilkins Investment Counsel
Massachusetts
$521K – – –
BWP
818
BSW Wealth Partners
Colorado
$521K +$36.4K +77 +8%
CA
819
Cache Advisors
California
$519K +$519K +1,096 New
CPW
820
Crestmont Private Wealth
Texas
$517K +$12.8K +27 +3%
VIA
821
Virtus Investment Advisers
Connecticut
$516K +$269K +569 +109%
IAIM
822
International Assets Investment Management
Florida
$515K -$342M -723,609 -100%
BIG
823
Brooklyn Investment Group
New York
$515K -$2.84K -6 -0.5%
SAM
824
Silvercrest Asset Management
New York
$507K +$507K +1,071 New
CAM
825
Cozad Asset Management
Illinois
$507K – – –
31 32
33
34 35