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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 %
EFG
876
Everhart Financial Group
Ohio
$427K -$947 -2 -0.2%
SCM
877
Shelton Capital Management
Colorado
$427K – – –
KSWA
878
Kathleen S. Wright Associates
Pennsylvania
$424K – – –
ILI
879
Invesco LLC (Illinois)
Illinois
$423K -$18K -38 -4%
BFS
880
Bradley Foster & Sargent
Connecticut
$419K -$89K -188 -18%
GVAG
881
Great Valley Advisor Group
Delaware
$416K -$947 -2 -0.2%
PA
882
Pinnacle Associates
New York
$416K +$49.7K +105 +14%
CNTOF
883
Canandaigua National Trust of Florida
New York
$415K +$415K +877 New
FPCP
884
Fort Point Capital Partners
California
$415K -$6.63K -14 -2%
TPWA
885
Twin Peaks Wealth Advisors
California
$415K +$5.21K +11 +1%
AWM
886
Aprio Wealth Management
Georgia
$412K +$42.6K +90 +12%
FRM
887
Fox Run Management
Connecticut
$411K -$694K -1,466 -63%
RAM
888
Roanoke Asset Management
New Jersey
$410K – – –
MA
889
Mutual Advisors
Nebraska
$409K -$5.27K -11 -1%
LFA
890
Legacy Financial Advisors
Kentucky
$408K +$6.16K +13 +2%
FLPIM
891
F.L. Putnam Investment Management
Massachusetts
$405K -$947 -2 -0.2%
4WM
892
4J Wealth Management
Virginia
$404K +$1.42K +3 +0.4%
ANBT
893
American National Bank & Trust
Texas
$404K – – –
PA
894
PFG Advisors
Arizona
$404K – – –
OWA
895
Outlook Wealth Advisors
Texas
$403K -$9K -19 -2%
CIA
896
Concurrent Investment Advisors
Florida
$399K -$27.5K -58 -6%
DBRC
897
D.B. Root & Company
Pennsylvania
$398K +$4.26K +9 +1%
HIP
898
HUB Investment Partners
Texas
$394K +$394K +832 New
WWM
899
Western Wealth Management
Colorado
$389K -$9.47K -20 -2%
TSS
900
Two Sigma Securities
New York
$388K -$676K -1,428 -64%
34 35
36
37 38