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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 %
PGAM
1001
Princeton Global Asset Management
New Jersey
$60.5K – – –
TFIPS
1002
Towarzystwo Funduszy Inwestycyjnych PZU SA
$59K – – –
TF
1003
Tompkins Financial
New York
$59K +$39.3K +100 +200%
GCGDR
1004
Geo Capital Gestora de Recursos
Brazil
$57K -$5.15K -13 -8%
AWM
1005
Atticus Wealth Management
Florida
$57K -$47.2K -120 -45%
ACA
1006
Atlas Capital Advisors
Wyoming
$52.7K – – –
ATC
1007
Advantage Trust Company
Kansas
$52.3K – – –
BIA
1008
Bell Investment Advisors
California
$51.5K – – –
DJSG
1009
D.J. St. Germain
Massachusetts
$51.1K – – –
FMII
1010
Farmers & Merchants Investments Inc
Nebraska
$50.7K – – –
JFGIW
1011
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$50.3K -$82.9K -211 -62%
PMFA
1012
Plante Moran Financial Advisors
Michigan
$49.1K +$49.1K +125 New
T
1013
TOBAM
France
$49K -$33.7K -86 -41%
SWM
1014
Spire Wealth Management
Virginia
$42.2K +$1.58K +4 +4%
CSB
1015
City State Bank
Iowa
$42K – – –
GWM
1016
Geneos Wealth Management
Colorado
$40.9K – – –
AA
1017
Ancora Advisors
Ohio
$40.2K – – –
CWM
1018
Compass Wealth Management
Connecticut
$40.1K – – –
MCM
1019
MV Capital Management
Maryland
$38.9K +$1.18K +3 +3%
FIM
1020
Fernwood Investment Management
Massachusetts
$38.1K +$38.1K +97 New
EC
1021
EntryPoint Capital
New York
$37.7K +$37.7K +96 New
RA
1022
Rise Advisors
New York
$35.4K +$35.4K +90 New
SWM
1023
Sugarloaf Wealth Management
Georgia
$34.2K – – –
OAJ
1024
Ogorek Anthony Joseph
New York
$33K – – –
WPA
1025
West Paces Advisors
Georgia
$29.5K -$9.43K -24 -24%
39 40
41
42 43