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Moody's
MCO

Overview Fund Activity

1,122 hedge funds and large institutions have $64.9B invested in Moody's in 2024 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 408 increasing their positions, 393 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,122
Holders Change
+29
Holders Change %
+2.65%
% of All Funds
16.27%
Holding in Top 10
40
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.04%
% of All Funds
0.58%
New
114
Increased
408
Reduced
393
Closed
72
Calls
$77.8M
Puts
$77.7M
Net Calls
+$51K
Net Calls Change
-$1.52M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$577M
2
CF
Canoe Financial
Alberta, Canada
$168M
3
BlackRock
BlackRock
New York
$5.24B
4
AIM
Allen Investment Management
New York
$352M
5
Invesco
Invesco
Georgia
$425M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.5B
2
Capital World Investors
Capital World Investors
California
$0
3
PAM
PineStone Asset Management
Quebec, Canada
$383M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
$354K
5
VAM
Veritas Asset Management
United Kingdom
$435M
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
126
Summitry LLC
California
$49.2M +$701K +1,784 +1%
RCM
127
Rings Capital Management
Illinois
$47.2M – – –
MVIP
128
Mar Vista Investment Partners
California
$44.7M -$1.84M -4,684 -4%
BFS
129
Baskin Financial Services
Ontario, Canada
$44.4M +$516K +1,312 +1%
CBUSF
130
Construction & Building Unions Superannuation Fund
Australia
$44.1M +$1.33M +3,378 +3%
First Manhattan
131
First Manhattan
New York
$44M -$901K -2,293 -2%
Balyasny Asset Management
132
Balyasny Asset Management
Illinois
$42.8M +$41.8M +106,240 +4,121%
Prudential Financial
133
Prudential Financial
New Jersey
$42.6M -$1.56M -3,967 -4%
DekaBank Deutsche Girozentrale
134
DekaBank Deutsche Girozentrale
Germany
$42.3M -$2.7M -6,954 -6%
CIPU
135
Caledonia Investments plc (UK)
United Kingdom
$41.7M – – –
AM
136
AGF Management
Ontario, Canada
$41.5M +$1.5M +3,806 +4%
Corient Private Wealth
137
Corient Private Wealth
Florida
$39.2M +$9.28M +23,604 +31%
Manulife (Manufacturers Life Insurance)
138
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$38.1M -$6.46M -16,424 -14%
Citigroup
139
Citigroup
New York
$37.8M +$2.31M +5,882 +7%
BFM
140
Boston Financial Management
Massachusetts
$37M -$413K -1,052 -1%
Chevy Chase Trust
141
Chevy Chase Trust
Maryland
$37M -$282K -717 -0.8%
State of New Jersey Common Pension Fund D
142
State of New Jersey Common Pension Fund D
New Jersey
$36.9M – – –
State of Wisconsin Investment Board
143
State of Wisconsin Investment Board
Wisconsin
$36.7M -$2.32M -5,898 -6%
Bank of Nova Scotia
144
Bank of Nova Scotia
Ontario, Canada
$35.8M -$462K -1,176 -1%
ICP
145
Ironvine Capital Partners
Nebraska
$35.4M +$54.6K +139 +0.2%
Caisse de Depot et Placement du Quebec (CDPQ)
146
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$35.4M -$6.01M -15,294 -15%
Pictet Asset Management
147
Pictet Asset Management
Switzerland
$34.8M -$459K -1,168 -1%
LPL Financial
148
LPL Financial
California
$34.7M +$5.58M +14,206 +19%
SEI Investments
149
SEI Investments
Pennsylvania
$34.3M -$40.9M -103,942 -54%
Ensign Peak Advisors
150
Ensign Peak Advisors
Utah
$33.3M +$2.31M +5,890 +7%
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