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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 %
WPC
826
White Pine Capital
Minnesota
$326K +$31.5K +85 +11%
ANBT
827
American National Bank & Trust
Texas
$325K – – –
SIM
828
Sentry Investment Management
Wisconsin
$324K – – –
WSTAM
829
Wilbanks Smith & Thomas Asset Management
Virginia
$324K +$1.97K +5 +0.6%
AWA
830
Aaron Wealth Advisors
Illinois
$322K -$99K -252 -24%
BCM
831
Boltwood Capital Management
California
$322K -$45.2K -115 -12%
BWP
832
Baldwin Wealth Partners
Massachusetts
$320K – – –
BJL
833
Brighton Jones LLC
Washington
$320K -$88.8K -226 -22%
AA
834
Advisory Alpha
Michigan
$320K +$98.7K +251 +45%
MKA
835
M. Kulyk & Associates
Georgia
$318K +$318K +809 New
PA
836
Pinnacle Associates
New York
$316K +$12.2K +31 +4%
MCM
837
Manchester Capital Management
Vermont
$316K +$135K +344 +75%
MPM
838
MBB Public Markets
Illinois
$316K +$316K +803 New
WIC
839
Woodmont Investment Counsel
Tennessee
$314K -$1.97K -5 -0.6%
AP
840
Atwood & Palmer
Missouri
$314K – – –
BBP
841
Banco BTG Pactual
Brazil
$314K – – –
AC
842
Allstate Corporation
Illinois
$313K – – –
AA
843
Addison Advisors
Vermont
$312K +$5.5K +14 +2%
GWM
844
GSB Wealth Management
Connecticut
$312K – – –
Loomis, Sayles & Company
845
Loomis, Sayles & Company
Massachusetts
$312K +$15.7K +40 +5%
FTIS
846
First Trust Investment Solutions
Florida
$311K +$311K +791 New
GA
847
Gateway Advisory
New Jersey
$310K +$65.2K +166 +27%
FAM
848
Fenimore Asset Management
New York
$309K – – –
AIM
849
Aigen Investment Management
New York
$306K +$79.4K +202 +35%
HT
850
Heritage Trust
Oklahoma
$305K -$4.72K -12 -2%
32 33
34
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