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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 %
FIA
1226
FPC Investment Advisory
California
$6.49K +$6.49K +13 New
PP
1227
PFS Partners
New Jersey
$6.23K – – –
JGIA
1228
Jackson Grant Investment Advisers
Connecticut
$6.15K – – –
HWM
1229
HighMark Wealth Management
Minnesota
$6.15K – – –
CF
1230
Conquis Financial
California
$6.15K +$6.15K +13 New
HWP
1231
Highline Wealth Partners
California
$5.69K -$474 -1 -8%
DPW
1232
DiNuzzo Private Wealth
Pennsylvania
$5.68K – – –
CWM
1233
Centricity Wealth Management
Ohio
$5.68K +$5.68K +12 New
CAM
1234
Creekmur Asset Management
Illinois
$5.21K – – –
CA
1235
Continuum Advisory
Idaho
$5.21K +$3.31K +7 +175%
NRG
1236
Nemes Rush Group
Michigan
$5.21K +$5.21K +11 New
NC
1237
NewSquare Capital
Pennsylvania
$5.21K +$5.21K +11 New
CAC
1238
Core Alternative Capital
Georgia
$4.73K – – –
HNW
1239
High Note Wealth
Minnesota
$4.73K +$4.73K +10 New
PCFFS
1240
Pacific Center for Financial Services
California
$4.26K – – –
PWMG
1241
Prestige Wealth Management Group
New Jersey
$4.26K – – –
BGAI
1242
Bruce G. Allen Investments
Colorado
$4.26K – – –
CSWM
1243
Cassady Schiller Wealth Management
Ohio
$4.26K +$4.26K +9 New
VWA
1244
Valued Wealth Advisors
Utah
$3.79K -$947 -2 -20%
SIC
1245
SJS Investment Consulting
Ohio
$3.79K -$473 -1 -11%
WCM
1246
WealthTrak Capital Management
Virginia
$3.79K +$3.79K +8 New
SIM
1247
Synergy Investment Management
Florida
$3.79K +$3.79K +8 New
MAS
1248
MPWM Advisory Solutions
Georgia
$3.79K +$3.79K +8 New
CCM
1249
Chilton Capital Management
Texas
$3.31K -$473 -1 -13%
WIM
1250
Westside Investment Management
California
$3.31K – – –
48 49
50
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