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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 %
EFMH
1126
E Fund Management (HK)
Hong Kong
$80K +$27.5K +58 +52%
DWM
1127
Darwin Wealth Management
Florida
$75.3K -$24.2K -51 -24%
CFFP
1128
Center for Financial Planning
Michigan
$74.8K – – –
SCM
1129
Silvant Capital Management
Georgia
$74.3K – – –
WA
1130
Whipplewood Advisors
Colorado
$73.4K +$73.4K +155 New
PGAM
1131
Princeton Global Asset Management
New Jersey
$72.9K – – –
AFM
1132
Aspetuck Financial Management
Connecticut
$71K +$71K +150 New
TFIPS
1133
Towarzystwo Funduszy Inwestycyjnych PZU SA
$71K – – –
VFM
1134
Vision Financial Markets
Connecticut
$66.7K +$66.7K +141 New
MB
1135
Mizuho Bank
Japan
$66.3K +$66.3K +140 New
HWM
1136
Hemington Wealth Management
Virginia
$64K +$7.06K +15 +12%
BIA
1137
Bell Investment Advisors
California
$62.5K – – –
DJSG
1138
D.J. St. Germain
Massachusetts
$61.5K – – –
FMII
1139
Farmers & Merchants Investments Inc
Nebraska
$61.1K – – –
ACA
1140
Atlas Capital Advisors
Wyoming
$60.6K – – –
PMFA
1141
Plante Moran Financial Advisors
Michigan
$59.2K – – –
GCGDR
1142
Geo Capital Gestora de Recursos
Brazil
$58K – – –
LFG
1143
Larson Financial Group
Missouri
$57.3K +$25.6K +54 +81%
ATC
1144
Advantage Trust Company
Kansas
$54K -$8.99K -19 -14%
VHAM
1145
Van Hulzen Asset Management
California
$53.5K +$53.5K +113 New
AGWCA
1146
Annis Gardner Whiting Capital Advisors
Florida
$53K – – –
AA
1147
Ancora Advisors
Ohio
$50.3K +$1.43K +3 +3%
CSB
1148
City State Bank
Iowa
$50.2K – – –
SS
1149
Sunbelt Securities
Texas
$48.8K -$2.84K -6 -6%
CWM
1150
Compass Wealth Management
Connecticut
$48.3K – – –
44 45
46
47 48