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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 %
SAI
1076
Savvy Advisors Inc
New York
$205K +$205K +432 New
GBT
1077
Grove Bank & Trust
Florida
$204K +$24.1K +51 +13%
PCM
1078
Prelude Capital Management
New York
$203K +$203K +428 New
AWE
1079
Avidian Wealth Enterprises
Texas
$202K +$202K +427 New
BWM
1080
Baron Wealth Management
Michigan
$202K +$202K +427 New
GC
1081
Gilbert & Cook
Iowa
$200K +$200K +423 New
GRP
1082
Global Retirement Partners
California
$200K -$6.15K -13 -3%
CBT
1083
Crews Bank & Trust
Florida
$199K +$199K +421 New
AT
1084
Arlington Trust
Alabama
$196K – – –
CYG
1085
Clean Yield Group
Vermont
$190K – – –
QC
1086
Quent Capital
New York
$190K -$5.2K -11 -3%
B
1087
Birchbrook
Maine
$189K – – –
CSP
1088
Cary Street Partners
Virginia
$186K +$186K +393 New
WA
1089
WPG Advisers
Maryland
$185K +$185K +391 New
SC
1090
Stance Capital
Massachusetts
$184K +$184K +388 New
CCA
1091
Catalyst Capital Advisors
New York
$172K +$136K +288 +384%
PFBT
1092
Parkside Financial Bank & Trust
Missouri
$166K +$3.79K +8 +2%
TPCW
1093
TD Private Client Wealth
New York
$166K -$1.22M -2,582 -88%
ICM
1094
Islay Capital Management
Texas
$153K -$32.7K -69 -18%
MTC
1095
Matrix Trust Company
Colorado
$153K +$153K +324 New
SC
1096
SouthState Corp
Florida
$152K – – –
SIC
1097
Salem Investment Counselors
North Carolina
$148K -$2.84K -6 -2%
CA
1098
CoreCap Advisors
Michigan
$144K +$3.79K +8 +3%
JFA
1099
JNBA Financial Advisors
Minnesota
$142K – – –
BCM
1100
Berbice Capital Management
New York
$142K +$142K +300 New
42 43
44
45 46