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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 %
JFA
976
JNBA Financial Advisors
Minnesota
$118K – – –
YAL
977
Your Advocates Ltd
Texas
$118K – – –
FFA
978
First Foundation Advisors
California
$115K -$9.83K -25 -8%
RMC
979
Resources Management Corp
Connecticut
$105K – – –
CA
980
CoreCap Advisors
Michigan
$104K +$104K +265 New
SC
981
SouthState Corp
Florida
$102K +$5.9K +15 +6%
EPW
982
Evergreen Private Wealth
Colorado
$99.9K -$1.57K -4 -2%
NSIM
983
North Star Investment Management
Illinois
$95.9K – – –
ZB
984
Zions Bancorporation
Utah
$91.6K -$216K -549 -70%
SIS
985
Sound Income Strategies
Florida
$91.2K – – –
TFM
986
TFC Financial Management
Massachusetts
$90.8K +$393 +1 +0.4%
C
987
Covestor
United Kingdom
$86K +$53.7K +136 +166%
DMBA
988
Deseret Mutual Benefit Administrators
Utah
$84.9K +$33K +84 +64%
GRP
989
Global Retirement Partners
California
$84.1K +$8.65K +22 +11%
HFM
990
Harvest Fund Management
China
$83K -$265K -678 -76%
MLA
991
MB, Levis & Associates
Pennsylvania
$78.6K – – –
MRCM
992
M&R Capital Management
New Jersey
$78.6K – – –
AGWCA
993
Annis Gardner Whiting Capital Advisors
Florida
$71.9K +$28.7K +73 +66%
CMP
994
Coston McIsaac & Partners
Maine
$71K -$20.4K -52 -22%
SSB
995
Sandy Spring Bank
Maryland
$68.2K – – –
RCM
996
Raleigh Capital Management
North Carolina
$67.1K +$8.24K +21 +14%
SOW
997
State of Wyoming
Wyoming
$63.7K -$5.9K -15 -8%
CFFP
998
Center for Financial Planning
Michigan
$62.1K – – –
SCM
999
Silvant Capital Management
Georgia
$61.7K – – –
BTI
1000
Blue Trust Inc
Georgia
$61.3K -$137K -349 -69%
38 39
40
41 42