MCO icon

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 %
MFT
1201
Moisand Fitzgerald Tamayo
Florida
$13.3K – – –
TSMHT
1202
Thurston Springer Miller Herd & Titak
Indiana
$13.3K – – –
AP
1203
Aspect Partners
Virginia
$12.8K – – –
GFPC
1204
Global Financial Private Client
Florida
$12.8K +$1.42K +3 +13%
PPC
1205
Park Place Capital
Alabama
$12.3K – – –
MHR
1206
Matthew Hamilton Rosenberg
$12.3K – – –
LB
1207
Legacy Bridge
Iowa
$11.8K – – –
AT
1208
Avalon Trust
New Mexico
$11.8K – – –
CWC
1209
Carolinas Wealth Consulting
North Carolina
$11.8K – – –
KPP
1210
Kings Path Partners
Texas
$11.8K – – –
LCM
1211
Logan Capital Management
Pennsylvania
$10.9K – – –
HC
1212
Hurley Capital
New York
$10.1K +$10.1K +20 New
AW
1213
Avion Wealth
Texas
$10K -$870 -2 -8%
OC
1214
Oarsman Capital
Wisconsin
$9.94K +$947 +2 +11%
RWM
1215
Rialto Wealth Management
New York
$9.47K +$9.47K +20 New
HIA
1216
Harbor Investment Advisory
Maryland
$8.52K – – –
FWM
1217
FSA Wealth Management
Massachusetts
$8.52K – – –
CFD
1218
Creative Financial Designs
Indiana
$8.25K – – –
AIC
1219
Archer Investment Corporation
Indiana
$8.05K – – –
FFA
1220
Frazier Financial Advisors
Ohio
$7.58K – – –
M
1221
MOTCO
Texas
$7.57K -$739K -1,561 -99%
FPF
1222
First Pacific Financial
Washington
$7.57K – – –
HCM
1223
Hollencrest Capital Management
California
$7.57K – – –
GEA
1224
Glen Eagle Advisors
New Jersey
$6.63K – – –
MMCM
1225
Murphy & Mullick Capital Management
New York
$6.63K +$6.63K +14 New
47 48
49
50 51