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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 %
BHBT
926
Burke & Herbert Bank & Trust
Virginia
$220K -$15.7K -40 -7%
ACI
927
Alpha Cubed Investments
California
$218K +$8.65K +22 +4%
NS
928
NBC Securities
Alabama
$218K +$391 +1 +0.2%
EFS
929
Essex Financial Services
Connecticut
$218K +$218K +554 New
KCM
930
Kathmere Capital Management
Pennsylvania
$217K +$393 +1 +0.2%
EA
931
Everpar Advisors
Oklahoma
$216K +$216K +549 New
TPCW
932
TD Private Client Wealth
New York
$215K -$125K -318 -37%
GC
933
Gilbert & Cook
Iowa
$214K -$45.6K -116 -18%
RIL
934
Rothschild Investment LLC
Illinois
$214K +$3.93K +10 +2%
CAM
935
Cypress Asset Management
Texas
$212K – – –
SHJ
936
Sharkey, Howes & Javer
Colorado
$211K -$50.3K -128 -19%
CSPIA
937
Cary Street Partners Investment Advisory
Virginia
$210K +$210K +534 New
PWM
938
Prosperity Wealth Management
California
$209K – – –
RPWA
939
Regent Peak Wealth Advisors
Georgia
$209K +$1.97K +5 +0.9%
RIM
940
Reliant Investment Management
Tennessee
$208K – – –
KWM
941
Kingsview Wealth Management
Oregon
$208K +$208K +528 New
LSA
942
Lion Street Advisors
Texas
$207K – – –
CWA
943
CM Wealth Advisors
Ohio
$207K +$207K +525 New
CWM
944
Chesapeake Wealth Management
Virginia
$206K – – –
CAM
945
Claret Asset Management
Quebec, Canada
$205K -$12.6K -32 -6%
HI
946
Human Investing
Oregon
$205K – – –
SWP
947
Stratos Wealth Partners
Ohio
$205K -$57K -145 -22%
EWA
948
EverSource Wealth Advisors
Alabama
$204K +$83.4K +225 +69%
WorldQuant Millennium Advisors
949
WorldQuant Millennium Advisors
New York
$202K -$309K -787 -61%
KP
950
Keel Point
Alabama
$201K +$201K +511 New
36 37
38
39 40