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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 %
BMCM
876
Bryn Mawr Capital Management
Pennsylvania
$272K +$272K +691 New
FRM
877
Fox Run Management
Connecticut
$270K +$270K +688 New
AWM
878
Avior Wealth Management
Nebraska
$269K +$265K +675 +7,500%
GIA
879
Guyasuta Investment Advisors
Pennsylvania
$268K – – –
ACGA
880
Atlanta Consulting Group Advisors
Georgia
$266K +$266K +678 New
GLA
881
Great Lakes Advisors
Illinois
$266K -$48.3K -123 -15%
WFI
882
West Family Investments
California
$265K +$2.36K +6 +0.9%
MAM
883
Magellan Asset Management
Australia
$265K -$14.1K -36 -5%
ITFISA
884
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$264K – – –
KIG
885
Kowal Investment Group
Wisconsin
$263K +$34.6K +88 +15%
CWP
886
Cyndeo Wealth Partners
Florida
$263K -$393 -1 -0.1%
WHC
887
Wulff, Hansen & Co
California
$261K +$261K +665 New
FAIM
888
Financial Advocates Investment Management
Washington
$261K +$3.53K +9 +1%
MCM
889
Mattern Capital Management
Colorado
$260K +$260K +661 New
RVPG
890
Relative Value Partners Group
$257K +$1.96K +5 +0.8%
UFF
891
USA Financial Formulas
Michigan
$257K +$257K +654 New
BB
892
Busey Bank
Illinois
$255K +$255K +649 New
SC
893
Saybrook Capital
North Carolina
$253K – – –
PWMAG
894
Pinnacle Wealth Management Advisory Group
New Jersey
$253K +$6.29K +16 +3%
HC
895
Hamilton Capital
Ohio
$252K -$10.2K -26 -4%
AF
896
Allworth Financial
California
$250K +$1.97K +5 +0.8%
LAM
897
L2 Asset Management
Massachusetts
$250K +$14.5K +37 +6%
AC
898
ASB Consultores
Florida
$250K +$250K +636 New
FCA
899
FinTrust Capital Advisors
South Carolina
$249K – – –
DAS
900
Dynamic Advisor Solutions
Arizona
$247K +$4.33K +11 +2%
34 35
36
37 38