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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 %
OIAM
1026
OFI Invest Asset Management
France
$28.7K -$1.09K -3 -4%
OC
1027
Oakworth Capital
Alabama
$27.5K – – –
JWA
1028
JFS Wealth Advisors
Pennsylvania
$27.1K – – –
NCTC
1029
New Covenant Trust Company
Indiana
$26.7K +$26.7K +68 New
CT
1030
Clearstead Trust
Maine
$25.9K -$367K -933 -93%
BEI
1031
Benjamin Edwards Inc
Missouri
$25K +$25K +63 New
WAS
1032
Wesleyan Assurance Society
United Kingdom
$24K – – –
CJ
1033
Caitlin John
Michigan
$22K – – –
SS
1034
Sunbelt Securities
Texas
$21.2K -$8.25K -21 -28%
AF
1035
Advisornet Financial
Minnesota
$21.2K – – –
BWL
1036
Bogart Wealth LLC
Virginia
$21.2K – – –
GKIM
1037
GW&K Investment Management
Massachusetts
$20K +$800 +2 +4%
FMP
1038
Financial Management Professionals
Texas
$19K -$3.88K -10 -17%
VWM
1039
Venturi Wealth Management
Texas
$18.9K +$1.57K +4 +9%
DCP
1040
DSM Capital Partners
Florida
$18.9K – – –
MAM
1041
Meeder Asset Management
Ohio
$18.1K +$18.1K +46 New
ADL
1042
Asset Dedication LLC
California
$18K – – –
EBA
1043
Eagle Bay Advisors
New York
$17.7K +$7.47K +19 +73%
RTC
1044
Riverview Trust Company
Washington
$17.7K +$17.7K +45 New
FDCP
1045
Foster Dykema Cabot & Partners
Massachusetts
$16.7K +$16.7K +42 New
CTA
1046
Colonial Trust Advisors
South Carolina
$16.5K -$1.58K -4 -9%
QL
1047
Quarry LP
New York
$16.5K -$27.9K -71 -63%
PPC
1048
Park Place Capital
Alabama
$15.7K -$1.57K -4 -9%
PWMG
1049
Private Wealth Management Group
New Jersey
$15K +$2.37K +6 +19%
DWA
1050
Delos Wealth Advisors
Texas
$14.9K +$14.5K +37 +3,700%
40 41
42
43 44