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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 %
SWA
826
Stratos Wealth Advisors
Ohio
$506K -$18K -38 -3%
SRL
827
Scientech Research LLC
New Jersey
$504K -$647K -1,367 -56%
ALAM
828
Asahi Life Asset Management
Japan
$502K +$502K +1,060 New
HCM
829
Howland Capital Management
Massachusetts
$498K – – –
MAG
830
Mayfair Advisory Group
Alabama
$497K +$473 +1 +0.1%
DS
831
DRW Securities
Illinois
$497K +$497K +1,050 New
GS
832
GTS Securities
New York
$495K -$1.61M -3,403 -76%
CIC
833
Carnegie Investment Counsel
Ohio
$494K – – –
KNW
834
Kesler Norman & Wride
Utah
$492K +$492K +1,038 New
GLF
835
Groupe la Francaise
France
$491K +$491K +1,036 New
AF
836
Allworth Financial
California
$485K +$20.8K +43 +4%
BP
837
Broadleaf Partners
Ohio
$483K – – –
JWCA
838
J.W. Cole Advisors
Florida
$483K +$39.3K +83 +9%
PP
839
PDS Planning
Ohio
$479K -$14.7K -31 -3%
RZH
840
Relyea Zuckerberg Hanson
Connecticut
$478K +$14.2K +30 +3%
GL
841
Graypoint LLC
New York
$475K +$14.7K +31 +3%
HCM
842
Howard Capital Management
Georgia
$475K +$21.3K +45 +5%
UBP
843
Union Bancaire Privee
Switzerland
$474K +$474K +995 New
QPBE
844
Quintet Private Bank (Europe)
Luxembourg
$473K – – –
BFIM
845
Beese Fulmer Investment Management
Ohio
$473K – – –
TBT
846
Texas Bank & Trust
Texas
$473K +$473K +1,000 New
CP
847
Castleview Partners
Texas
$472K +$7.57K +16 +2%
WA
848
Waverly Advisors
Alabama
$471K +$471K +995 New
CAL
849
Capital Advisors Ltd
Ohio
$470K +$4.26K +9 +0.9%
MFIM
850
Mesirow Financial Investment Management
Illinois
$470K -$74.8K -157 -14%
32 33
34
35 36