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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
$6.75B
2
Citadel Advisors
Citadel Advisors
Florida
$291M
3
Amundi
Amundi
France
$534M
4
EQF
Evergreen Quality Fund
Cayman Islands
$274M
5
CF
Canoe Financial
Alberta, Canada
$200M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$383M
2
IAIM
International Assets Investment Management
Florida
$515K
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$685M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$2.89B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$602M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCA
1251
Trifecta Capital Advisors
Illinois
$2.84K – – –
TC
1252
Truvestments Capital
Florida
$2.84K – – –
JFGIW
1253
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.5K -$185K -371 -99%
WWM
1254
Wolff Wiese Magana
California
$2.37K – – –
BSB
1255
Bangor Savings Bank
Maine
$2.37K +$2.37K +5 New
PWA
1256
Principia Wealth Advisory
Texas
$2.37K +$2.37K +5 New
CWA
1257
Carolina Wealth Advisors
South Carolina
$1.89K – – –
NL
1258
NVWM LLC
Pennsylvania
$1.89K – – –
WW
1259
Winnow Wealth
Texas
$1.53K +$1.53K +4 New
TCM
1260
TD Capital Management
Tennessee
$1.42K +$1.42K +3 New
KB
1261
Kimelman & Baird
New York
$1.42K – – –
CWM
1262
Cranbrook Wealth Management
Michigan
$1.42K +$1.42K +3 New
WA
1263
WestEnd Advisors
North Carolina
$1.42K – – –
HWA
1264
Heritage Wealth Advisors
Virginia
$1.42K – – –
HFS
1265
Horizon Financial Services
North Carolina
$1.42K – – –
BTD
1266
BankPlus Trust Department
Mississippi
$1.42K +$1.42K +3 New
LDB
1267
Lee, Danner & Bass
Tennessee
$1.42K +$1.42K +3 New
1IA
1268
1620 Investment Advisors
Massachusetts
$1.4K – – –
WCM
1269
Winthrop Capital Management
Indiana
$1K +$1K +3 New
WTFG
1270
Wood Tarver Financial Group
Idaho
$1K +$1K +4 New
PIS
1271
POM Investment Strategies
North Carolina
$947 – – –
AIP
1272
Arrowpoint Investment Partners
Singapore
$947 +$947 +2 New
CAWM
1273
Capital A Wealth Management
Pennsylvania
$947 +$947 +2 New
KBFS
1274
Kohmann Bosshard Financial Services
Ohio
$947 +$947 +2 New
GSWM
1275
Golden State Wealth Management
California
$947 +$947 +2 New
49 50
51
52 53