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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 %
LFM
851
LGT Fund Management
Liechtenstein
$303K – – –
BWP
852
Balboa Wealth Partners
Arizona
$302K -$70.7K -180 -19%
FLPIM
853
F.L. Putnam Investment Management
Massachusetts
$301K -$1.97K -5 -0.6%
HIM
854
Hanlon Investment Management
New Jersey
$300K +$300K +763 New
SP
855
Stablepoint Partners
Massachusetts
$300K – – –
CI
856
Conning Inc
Connecticut
$297K – – –
FFA
857
Farther Finance Advisors
California
$296K +$33.5K +85 +13%
TAM
858
Tocqueville Asset Management
New York
$293K – – –
VAF
859
Values Added Financial
District of Columbia
$292K +$786 +2 +0.3%
PCM
860
Penserra Capital Management
California
$292K -$342K -874 -54%
6F
861
626 Financial
Michigan
$291K – – –
CGPCS
862
Capital Group Private Client Services
California
$287K -$14.7M -37,410 -98%
MFC
863
Morris Financial Concepts
South Carolina
$287K – – –
SMWM
864
Silvia McColl Wealth Management
California
$285K – – –
MAM
865
McLean Asset Management
Virginia
$284K +$1.19K +3 +0.4%
CA
866
Carson Advisory
Georgia
$283K – – –
HR
867
Howe & Rusling
New York
$279K +$34.6K +88 +14%
GIA
868
Gladstone Institutional Advisory
Florida
$279K -$12.2K -31 -4%
PWPS
869
Pinnacle Wealth Planning Services
Ohio
$278K +$2.75K +7 +1%
FHA
870
Flagship Harbor Advisors
Massachusetts
$278K -$34.2K -87 -11%
GL
871
Graypoint LLC
New York
$277K +$7.08K +18 +3%
FFP
872
FourThought Financial Partners
Florida
$277K +$7.08K +18 +3%
BHIA
873
Birch Hill Investment Advisors
Massachusetts
$275K -$27.5K -70 -9%
FMLI
874
Fukoku Mutual Life Insurance
Japan
$275K -$47.6K -121 -15%
MOS
875
MGO One Seven
Ohio
$275K +$18.1K +46 +7%
33 34
35
36 37