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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 %
UFF
1051
USA Financial Formulas
Michigan
$232K +$232K +491 New
SCTC
1052
Sanibel Captiva Trust Company
Florida
$230K +$230K +486 New
CWAG
1053
Compton Wealth Advisory Group
Virginia
$229K – – –
CFO
1054
CVA Family Office
Colorado
$229K +$8.99K +19 +4%
WHCFA
1055
William Howard & Co Financial Advisors
Tennessee
$225K – – –
TAM
1056
Tocqueville Asset Management
New York
$225K +$2.37K +5 +1%
MW
1057
Marcum Wealth
Ohio
$224K +$1.42K +3 +0.6%
Fisher Asset Management
1058
Fisher Asset Management
Washington
$223K +$223K +471 New
BWA
1059
Brave Warrior Advisors
New York
$223K – – –
CH
1060
Cromwell Holdings
Wyoming
$223K – – –
PTC
1061
Private Trust Company
Ohio
$222K -$13.7K -29 -6%
MPWT
1062
MassMutual Private Wealth & Trust
Connecticut
$222K +$947 +2 +0.4%
EL
1063
EWA LLC
Pennsylvania
$220K -$5.21K -11 -2%
ACG
1064
Allen Capital Group
Nebraska
$219K +$219K +463 New
EFA
1065
Edge Financial Advisors
Illinois
$219K -$19.4K -41 -8%
FAFN
1066
First Affirmative Financial Network
Colorado
$219K +$219K +462 New
HI
1067
Human Investing
Oregon
$218K – – –
JSW
1068
Journey Strategic Wealth
New Jersey
$217K +$947 +2 +0.4%
PGFC
1069
Peapack-Gladstone Financial Corp
New Jersey
$217K -$12.3K -26 -5%
HI
1070
Harbour Investments
Wisconsin
$216K – – –
CFP
1071
Catalyst Financial Partners
Massachusetts
$213K +$10.4K +22 +5%
RF
1072
Rossby Financial
Florida
$213K +$213K +451 New
CWM
1073
Chesapeake Wealth Management
Virginia
$213K -$35.5K -75 -14%
WAS
1074
Wealth Advisory Solutions
Indiana
$211K +$211K +446 New
CF
1075
Convergence Financial
Missouri
$209K -$11.8K -25 -5%
41 42
43
44 45