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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 %
AWM
901
Accurate Wealth Management
Florida
$247K +$20.2K +54 +9%
AAIS
902
ABN AMRO Investment Solutions
$245K -$75.1K -191 -23%
EE
903
EWG Elevate
California
$244K -$3.14K -8 -1%
TLCM
904
Twin Lakes Capital Management
California
$243K – – –
LHC
905
Little House Capital
Massachusetts
$242K – – –
IAN
906
Integrated Advisors Network
Texas
$242K +$2.75K +7 +1%
CCA
907
Childress Capital Advisors
Texas
$242K -$14.5K -37 -6%
FFM
908
Forum Financial Management
Illinois
$241K – – –
AC
909
Avestar Capital
New York
$241K +$241K +612 New
AWM
910
Aprio Wealth Management
Georgia
$238K +$238K +605 New
MCM
911
Monarch Capital Management
Indiana
$236K – – –
ECM
912
EagleClaw Capital Management
Massachusetts
$236K – – –
HWA
913
HCR Wealth Advisors
California
$236K – – –
PFA
914
Pathway Financial Advisors
Vermont
$236K – – –
RWS
915
Resolute Wealth Strategies
Mississippi
$236K – – –
CA
916
Cullinan Associates
Kentucky
$236K – – –
FNBTCON
917
First National Bank & Trust Co of Newtown
Pennsylvania
$236K – – –
ATPW
918
Ashton Thomas Private Wealth
Arizona
$235K -$14.1K -36 -6%
SW
919
SteelPeak Wealth
California
$234K +$234K +595 New
SLG
920
Stanley-Laman Group
Pennsylvania
$230K – – –
TWP
921
Tyche Wealth Partners
Texas
$227K – – –
JEST
922
JTC Employer Solutions Trustee
Jersey
$226K – – –
TPI
923
Trust Point Inc
Wisconsin
$224K +$8.65K +22 +4%
PIM
924
Plato Investment Management
Australia
$223K +$219K +556 +5,055%
DZ Bank
925
DZ Bank
Germany
$220K -$57.1M -145,304 -100%
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37
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