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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
+$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 %
WWM
1101
Wolff Wiese Magana
California
$1.97K – – –
ECM
1102
Everence Capital Management
Indiana
$1.76K – – –
GFPC
1103
Global Financial Private Client
Florida
$1.58K – – –
A
1104
AlphaQuest
New York
$1.57K -$160K -407 -99%
GA
1105
GoalVest Advisory
New York
$1.57K -$16.9K -43 -91%
FSWA
1106
Financial Synergies Wealth Advisors
Texas
$1.18K +$1.18K +3 New
FG
1107
Fairman Group
Pennsylvania
$1.18K – – –
BAM
1108
Bellevue Asset Management
Washington
$1.18K – – –
HFS
1109
Horizon Financial Services
North Carolina
$1.18K +$1.18K +3 New
CA
1110
Continuum Advisory
Idaho
$803 +$803 +2 New
RAM
1111
Riggs Asset Management
Pennsylvania
$787 +$787 +2 New
DAM
1112
Delta Asset Management
Tennessee
$786 – – –
SIM
1113
Studio Investment Management
Illinois
$786 – – –
PIS
1114
POM Investment Strategies
North Carolina
$786 – – –
CAM
1115
ClariVest Asset Management
California
$780 – – –
PI
1116
PEAK6 Investments
Illinois
$639 -$60.7K -190 -99%
MAWCM
1117
Mine & Arao Wealth Creation & Management
California
$394 +$394 +1 New
CCMI
1118
Creative Capital Management Investments
California
$393 – – –
WA
1119
WestEnd Advisors
North Carolina
$393 +$393 +1 New
NL
1120
NVWM LLC
Pennsylvania
$393 +$393 +1 New
CAM
1121
Creekmur Asset Management
Illinois
$393 +$393 +1 New
DWM
1122
Dogwood Wealth Management
Kansas
$7 -$11 – –
Capital World Investors
1123
Capital World Investors
California
– -$486M -1,243,738 Closed
ZIG
1124
Zurich Insurance Group
Switzerland
– -$37M -94,742 Closed
FCM
1125
Frontier Capital Management
Massachusetts
– -$25.1M -64,195 Closed
43 44
45
46 47