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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 %
SLG
1001
Stanley-Laman Group
Pennsylvania
$276K -$947 -2 -0.3%
KCM
1002
Kathmere Capital Management
Pennsylvania
$275K -$3.79K -8 -1%
DZ Bank
1003
DZ Bank
Germany
$275K +$253K +534 +1,161%
JEST
1004
JTC Employer Solutions Trustee
Jersey
$274K – – –
TWP
1005
Tyche Wealth Partners
Texas
$273K +$473 +1 +0.2%
BFO
1006
Boston Family Office
Massachusetts
$273K +$47.4K +100 +21%
OFP
1007
OLIO Financial Planning
Virginia
$272K -$734K -1,550 -73%
DO
1008
denkapparat Operations
Germany
$272K +$272K +574 New
DC
1009
Diametric Capital
Massachusetts
$267K +$267K +564 New
TPI
1010
Trust Point Inc
Wisconsin
$267K +$18.5K +39 +7%
CCIA
1011
Campbell & Co Investment Adviser
Maryland
$266K -$5.46M -11,543 -95%
WF
1012
Wayfinding Financial
Washington
$266K +$266K +563 New
SWP
1013
Stratos Wealth Partners
Ohio
$265K -$947 -2 -0.4%
RS
1014
R Squared
Hong Kong
$265K +$265K +560 New
HFM
1015
Harvest Fund Management
China
$265K – – –
EWA
1016
EverSource Wealth Advisors
Alabama
$265K +$13.3K +28 +5%
RHJA
1017
Rice Hall James & Associates
California
$264K – – –
RPWA
1018
Regent Peak Wealth Advisors
Georgia
$264K +$4.73K +10 +2%
BB
1019
Busey Bank
Illinois
$264K +$3.79K +8 +1%
GS
1020
GWN Securities
Florida
$261K +$261K +534 New
DP
1021
Dearborn Partners
Illinois
$258K +$258K +546 New
SHJ
1022
Sharkey, Howes & Javer
Colorado
$255K – – –
JCM
1023
J2 Capital Management
Michigan
$254K +$254K +537 New
KP
1024
Keel Point
Alabama
$253K -$20.4K -43 -7%
CAM
1025
Cypress Asset Management
Texas
$253K -$2.37K -5 -0.9%
39 40
41
42 43