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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 %
AG
951
Ascent Group
Virginia
$200K – – –
PI
952
PGGM Investments
Netherlands
$197K – – –
CYG
953
Clean Yield Group
Vermont
$197K – – –
AA
954
Alta Advisers
United Kingdom
$197K – – –
GI
955
GAMMA Investing
California
$195K +$55.4K +141 +40%
Federated Hermes
956
Federated Hermes
Pennsylvania
$194K -$453K -1,152 -70%
CFO
957
CVA Family Office
Colorado
$177K +$393 +1 +0.2%
PTC
958
Private Trust Company
Ohio
$167K +$22.4K +57 +16%
ICM
959
Islay Capital Management
Texas
$165K -$8.65K -22 -5%
HI
960
Harbour Investments
Wisconsin
$165K +$8.65K +22 +6%
AT
961
Arlington Trust
Alabama
$163K -$2.36K -6 -1%
B
962
Birchbrook
Maine
$157K – – –
NEI
963
Northwest & Ethical Investments
Ontario, Canada
$157K +$157K +400 New
Citadel Advisors
964
Citadel Advisors
Florida
$152K -$50.2M -127,793 -100%
LS
965
Livforsakringsbolaget Skandia
Sweden
$149K – – –
MME
966
Meag Munich Ergo
Germany
$140K -$43.2K -110 -24%
PAM
967
Paradigm Asset Management
New York
$138K -$59K -150 -30%
PFBT
968
Parkside Financial Bank & Trust
Missouri
$136K +$6.68K +17 +5%
MPWT
969
MassMutual Private Wealth & Trust
Connecticut
$135K +$7.47K +19 +6%
GBT
970
Grove Bank & Trust
Florida
$133K – – –
CAM
971
Close Asset Management
United Kingdom
$132K +$63K +160 +91%
Jones Financial Companies
972
Jones Financial Companies
Missouri
$131K +$11K +28 +9%
QC
973
Quent Capital
New York
$129K -$394 -1 -0.3%
SIC
974
Salem Investment Counselors
North Carolina
$123K +$3.54K +9 +3%
HCP
975
Hexagon Capital Partners
Arkansas
$120K +$11.8K +30 +11%
37 38
39
40 41