MCO icon

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 %
1C
926
111 Capital
France
$352K +$352K +743 New
MAM
927
McLean Asset Management
Virginia
$351K +$2.84K +6 +0.8%
SMWM
928
Silvia McColl Wealth Management
California
$351K – – –
EWM
929
Empirical Wealth Management
Washington
$351K +$351K +741 New
CA
930
Carson Advisory
Georgia
$351K +$9.94K +21 +3%
ADIM
931
Alpha DNA Investment Management
Maryland
$351K +$351K +741 New
GIA
932
Guyasuta Investment Advisors
Pennsylvania
$347K – – –
CWP
933
Cyndeo Wealth Partners
Florida
$342K – – –
FFP
934
FourThought Financial Partners
Florida
$342K +$342K +722 New
FFM
935
Forum Financial Management
Illinois
$342K +$49.7K +105 +17%
DIM
936
Delta Investment Management
California
$340K +$473 +1 +0.1%
BAM
937
Blueshift Asset Management
New Jersey
$339K -$473K -1,000 -58%
CGPCS
938
Capital Group Private Client Services
California
$338K – – –
GIA
939
Gladstone Institutional Advisory
Florida
$337K +$2.84K +6 +0.8%
GFP
940
Gryphon Financial Partners
Ohio
$334K -$171K -362 -34%
OF
941
Optimize Financial
California
$332K +$332K +701 New
ITFISA
942
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$331K -$142K -300 -30%
ET
943
Entropy Technologies
New York
$331K -$2.45M -5,184 -88%
NB
944
NBT Bank
New York
$330K – – –
PWPS
945
Pinnacle Wealth Planning Services
Ohio
$330K +$1.42K +3 +0.4%
AG
946
Ascent Group
Virginia
$328K +$50.2K +106 +18%
HH
947
Hilltop Holdings
Texas
$327K +$20.8K +44 +7%
AIA
948
Angeles Investment Advisors
California
$327K -$24.1K -51 -7%
AP
949
Adero Partners
California
$325K +$12.3K +26 +4%
Tudor Investment Corp
950
Tudor Investment Corp
Connecticut
$324K -$1.48M -3,121 -82%
36 37
38
39 40