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1,300 hedge funds and large institutions have $78.2B invested in Moody's in 2024 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 442 increasing their positions, 447 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 184 | Existing positions closed: 64

16% more funds holding in top 10

Funds holding in top 10: 4552 (+7)

8% more funds holding

Funds holding: 1,2041,300 (+96)

0.79% more ownership

Funds ownership: 90.35%91.14% (+0.79%)

1% more capital invested

Capital invested by funds: $77.7B → $78.2B (+$437M)

0% more call options, than puts

Call options by funds: $117M | Put options by funds: $117M

1% less repeat investments, than reductions

Existing positions increased: 442 | Existing positions reduced: 447

Holders
1,300
Holders Change
+96
Holders Change %
+7.97%
% of All Funds
17.12%
Holding in Top 10
52
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+15.56%
% of All Funds
0.68%
New
184
Increased
442
Reduced
447
Closed
64
Calls
$117M
Puts
$117M
Net Calls
+$497K
Net Calls Change
-$46.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
251
Daiwa Securities Group
Japan
$15.1M +$2.58M +5,415 +20%
HTI
252
Hikari Tsushin Inc
Japan
$15M
OCM
253
Oribel Capital Management
New York
$14.9M +$15M +31,500 New
BCIM
254
British Columbia Investment Management
British Columbia, Canada
$14.9M +$1.89M +3,961 +14%
UIM
255
USS Investment Management
United Kingdom
$14.7M -$901K -1,888 -6%
ISL
256
Ingalls & Snyder LLC
New York
$14.5M
DnB Asset Management
257
DnB Asset Management
Norway
$14.5M +$483K +1,011 +3%
II
258
IFM Investors
Australia
$13.8M -$1.39M -2,919 -9%
Fifth Third Bancorp
259
Fifth Third Bancorp
Ohio
$13.6M -$141K -296 -1%
MGWM
260
Marks Group Wealth Management
Minnesota
$13.2M +$179K +376 +1%
AT
261
AMF Tjänstepension
Sweden
$13.2M
AZ
262
Aquamarine Zurich
Switzerland
$12.8M
PGDP
263
Pragma Gestao de Patrimonio
Brazil
$12.8M +$12.9M +27,000 New
Truist Financial
264
Truist Financial
North Carolina
$12.7M -$423K -887 -3%
D.E. Shaw & Co
265
D.E. Shaw & Co
New York
$12.6M +$721K +1,511 +6%
Stifel Financial
266
Stifel Financial
Missouri
$12.5M -$23.9M -50,145 -66%
Vontobel Holding
267
Vontobel Holding
Switzerland
$12.5M -$788K -1,652 -6%
OSAM
268
O'Shaughnessy Asset Management
Connecticut
$12.4M +$538K +1,127 +4%
URS
269
Utah Retirement Systems
Utah
$12.4M
CPCPP
270
Canada Post Corporation Pension Plan
Canada
$12.4M +$12.5M +26,167 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
271
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$12.3M
MCM
272
Makena Capital Management
California
$12.3M +$1.85M +3,882 +18%
BCM
273
Brasada Capital Management
Texas
$12.2M -$108K -227 -0.8%
HIM
274
HughesLittle Investment Management
$12.2M
GAM
275
Gotham Asset Management
New York
$12.2M -$314K -658 -2%

MCO Hedge Fund Activity: Q4 2024 in Review

1,300 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q4 2024, worth a combined $78.2B — up 0.56% from $77.7B a quarter earlier.

Buyers outnumbered sellers: 184 funds opened new MCO positions and 64 closed out — a net gain of 120 holders — while 442 added to existing stakes and 447 trimmed.

The largest buyer was BlackRock, adding an estimated $430M. The largest seller was Baillie Gifford & Co, cutting an estimated $593M.

  • 1,300 institutional investors held Moody's (MCO) as of Q4 2024, up from 1,204 in Q3 2024.
  • Funds reported $78.2B of Moody's stock for Q4 2024, up 0.56% quarter-over-quarter.
  • 184 funds opened new Moody's positions in Q4 2024 and 64 closed out, a net change of +120 holders.
  • The largest Moody's buyer in Q4 2024 was BlackRock, an estimated $430M added.
  • The largest Moody's seller in Q4 2024 was Baillie Gifford & Co, an estimated $593M sold.

Based on aggregated 13F filings for Q4 2024.