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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 %
MCM
901
Manchester Capital Management
Vermont
$387K -$473 -1 -0.1%
BWP
902
Baldwin Wealth Partners
Massachusetts
$386K – – –
KCP
903
Kera Capital Partners
California
$386K +$386K +815 New
AA
904
Addison Advisors
Vermont
$384K -$2.37K -5 -0.6%
BCM
905
Boltwood Capital Management
California
$383K – – –
BWP
906
Balboa Wealth Partners
Arizona
$382K +$1.42K +3 +0.4%
AP
907
Atwood & Palmer
Missouri
$379K – – –
WIC
908
Woodmont Investment Counsel
Tennessee
$379K – – –
BOTPPF
909
Board of the Pension Protection Fund
United Kingdom
$379K +$379K +800 New
BBP
910
Banco BTG Pactual
Brazil
$378K – – –
GWM
911
GSB Wealth Management
Connecticut
$377K +$947 +2 +0.3%
PWMAG
912
Pinnacle Wealth Management Advisory Group
New Jersey
$376K +$473 +1 +0.1%
AC
913
Avestar Capital
New York
$375K +$31.2K +66 +9%
FAM
914
Fenimore Asset Management
New York
$373K – – –
KWM
915
Kingsview Wealth Management
Oregon
$370K +$28.4K +60 +8%
CAM
916
Close Asset Management
United Kingdom
$367K – – –
HT
917
Heritage Trust
Oklahoma
$367K +$367K +775 New
HCMT
918
Highland Capital Management (Tennessee)
Tennessee
$366K – – –
LC
919
Lindbrook Capital
California
$366K +$4.26K +9 +1%
VAF
920
Values Added Financial
District of Columbia
$362K +$6.63K +14 +2%
SB
921
Simmons Bank
Arkansas
$359K -$7.1K -15 -2%
IBOK
922
Independence Bank of Kentucky
Kentucky
$359K – – –
GSEP
923
Golden State Equity Partners
California
$354K -$83.3K -176 -19%
MSWM
924
McGlone Suttner Wealth Management
Wisconsin
$353K +$10.9K +23 +3%
IAN
925
Integrated Advisors Network
Texas
$353K +$26.5K +56 +8%
35 36
37
38 39