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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 %
CJ
1176
Caitlin John
Michigan
$26.7K – – –
CT
1177
Colonial Trust
South Carolina
$24.1K +$20.4K +43 +538%
CAS
1178
Coppell Advisory Solutions
Texas
$23.7K -$11.8K -25 -33%
RTC
1179
Riverview Trust Company
Washington
$23.2K +$947 +2 +4%
SAM
1180
Synergy Asset Management
Washington
$22.8K +$22.8K +48 New
EBA
1181
Eagle Bay Advisors
New York
$22.2K -$4.73K -10 -18%
MAM
1182
Meeder Asset Management
Ohio
$21.8K -$1.42K -3 -6%
RS
1183
Rakuten Securities
Japan
$21.8K +$18.9K +40 +667%
OC
1184
Oakworth Capital
Alabama
$21.3K -$11.8K -25 -36%
IMC
1185
Investment Management Corporation
Virginia
$20.7K +$20.7K +44 New
WWA
1186
Wingate Wealth Advisors
Massachusetts
$18.9K +$18.9K +40 New
PWMG
1187
Private Wealth Management Group
New Jersey
$18.5K – – –
FDCP
1188
Foster Dykema Cabot & Partners
Massachusetts
$18.5K -$1.42K -3 -7%
CTA
1189
Colonial Trust Advisors
South Carolina
$18.1K – – –
CT
1190
Clearstead Trust
Maine
$18K – – –
CPBTD
1191
Central Pacific Bank - Trust Division
Hawaii
$18K +$18K +38 New
AWM
1192
Abound Wealth Management
Tennessee
$17.5K -$948 -2 -5%
T
1193
Transce3nd
Texas
$17K +$17K +36 New
MRP
1194
Measured Risk Portfolios
California
$16.1K +$16.1K +34 New
AWM
1195
Avior Wealth Management
Nebraska
$15.6K -$473 -1 -3%
FFO
1196
Fortitude Family Office
Arizona
$14.7K – – –
RFG
1197
REAP Financial Group
Texas
$14.5K +$467 +1 +3%
SVCP
1198
Silicon Valley Capital Partners
California
$14.4K – – –
SO
1199
Sierra Ocean
California
$13.7K +$13.7K +29 New
FLP
1200
Financial Life Planners
Arizona
$13.3K +$13.3K +28 New
46 47
48
49 50