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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 %
S
1151
Sachetta
Massachusetts
$47.8K +$473 +1 +1%
MCM
1152
MV Capital Management
Maryland
$47.3K -$473 -1 -1%
AWM
1153
Activest Wealth Management
Florida
$47.3K +$47.3K +100 New
ZB
1154
Zions Bancorporation
Utah
$46.9K -$45K -95 -49%
AFG
1155
Albion Financial Group
Utah
$45K +$45K +95 New
LI
1156
LRI Investments
Florida
$43.3K -$83.3K -177 -66%
RA
1157
Rise Advisors
New York
$43.3K +$942 +2 +2%
C
1158
Covestor
United Kingdom
$43K +$7.56K +16 +21%
API
1159
Asset Planning Inc
California
$41.7K +$41.7K +88 New
SWM
1160
Sugarloaf Wealth Management
Georgia
$41.2K – – –
OIAM
1161
OFI Invest Asset Management
France
$41.1K +$41.1K +90 New
ADL
1162
Asset Dedication LLC
California
$40.7K – – –
OAJ
1163
Ogorek Anthony Joseph
New York
$39K – – –
ACM
1164
Aster Capital Management
United Arab Emirates
$37.9K -$512K -1,082 -93%
PWA
1165
Physician Wealth Advisors
Utah
$37.9K +$37.9K +80 New
AWM
1166
Atticus Wealth Management
Florida
$35.5K -$18.9K -40 -35%
WPA
1167
West Paces Advisors
Georgia
$35.5K – – –
JWA
1168
JFS Wealth Advisors
Pennsylvania
$33.6K +$473 +1 +1%
WWP
1169
WR Wealth Planners
Missouri
$30.8K -$8.52K -18 -22%
GKIM
1170
GW&K Investment Management
Massachusetts
$30K – – –
MA
1171
Montag & Associates
Georgia
$29.1K -$42.4K -89 -59%
WAS
1172
Wesleyan Assurance Society
United Kingdom
$28K – – –
BC
1173
Bayforest Capital
United Kingdom
$27.9K +$27.9K +59 New
BWL
1174
Bogart Wealth LLC
Virginia
$27.5K +$1.89K +4 +7%
FMP
1175
Financial Management Professionals
Texas
$27K – – –
45 46
47
48 49