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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
16.27%
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
$577M
2
CF
Canoe Financial
Alberta, Canada
$168M
3
BlackRock
BlackRock
New York
$5.24B
4
AIM
Allen Investment Management
New York
$352M
5
Invesco
Invesco
Georgia
$425M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.5B
2
Capital World Investors
Capital World Investors
California
$0
3
PAM
PineStone Asset Management
Quebec, Canada
$383M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
$354K
5
VAM
Veritas Asset Management
United Kingdom
$435M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
1076
HighMark Wealth Management
Minnesota
$5.9K – – –
HT
1077
Headlands Technologies
Illinois
$5.9K +$5.9K +15 New
PCWA
1078
Pacific Capital Wealth Advisors
California
$5.5K +$5.5K +14 New
LFG
1079
Larson Financial Group
Missouri
$5.37K -$7.68K -20 -59%
PP
1080
PFS Partners
New Jersey
$5.14K – – –
JGIA
1081
Jackson Grant Investment Advisers
Connecticut
$5.11K – – –
BGAI
1082
Bruce G. Allen Investments
Colorado
$4.72K -$3.14K -8 -40%
DF
1083
Dunhill Financial
United Kingdom
$4.48K +$407 +1 +10%
DPW
1084
DiNuzzo Private Wealth
Pennsylvania
$3.93K – – –
CAC
1085
Core Alternative Capital
Georgia
$3.93K -$26.7K -68 -87%
FGAM
1086
Financial Gravity Asset Management
Texas
$3.82K +$3.82K +10 New
SIC
1087
SJS Investment Consulting
Ohio
$3.54K – – –
PCMC
1088
Planning Capital Management Corporation
Pennsylvania
$3.54K – – –
PWMG
1089
Prestige Wealth Management Group
New Jersey
$3.54K – – –
PCFFS
1090
Pacific Center for Financial Services
California
$3.54K +$3.54K +9 New
RS
1091
Rakuten Securities
Japan
$3.54K +$2.36K +6 +200%
GGI
1092
Godsey & Gibb Inc
Virginia
$3.15K +$3.15K +8 New
IBOK
1093
Independence Bank of Kentucky
Kentucky
$3.14K – – –
APC
1094
Aspire Private Capital
North Carolina
$3.14K – – –
CWM
1095
Cedar Wealth Management
California
$3.14K +$3.14K +8 New
VWA
1096
Valued Wealth Advisors
Utah
$2.75K +$786 +2 +40%
CT
1097
Colonial Trust
South Carolina
$2.73K +$2.73K +7 New
TCA
1098
Trifecta Capital Advisors
Illinois
$2.36K – – –
HWP
1099
Highline Wealth Partners
California
$2.36K – – –
MA
1100
Montag & Associates
Georgia
$2.11K +$2.11K +5 New
42 43
44
45 46