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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
XI
351
XXEC Inc
Oklahoma
$6.83M -$220K -462 -3%
Mercer Global Advisors
352
Mercer Global Advisors
Colorado
$6.83M +$1.99M +4,163 +41%
BMSSC
353
B. Metzler seel. Sohn & Co
Germany
$6.78M +$96.4K +202 +1%
FA
354
Fiduciary Alliance
South Carolina
$6.78M +$1.68M +3,510 +32%
BC
355
Burney Company
Virginia
$6.77M +$6.83M +14,312 New
CWM
356
Connecticut Wealth Management
Connecticut
$6.73M +$4.29K +9 +0.1%
JF
357
Jump Financial
Illinois
$6.73M +$4.97M +10,418 +275%
BAMF
358
BI Asset Management Fondsmaeglerselskab
Denmark
$6.59M +$1.59M +3,331 +31%
QCM
359
Quantinno Capital Management
New York
$6.47M +$724K +1,516 +12%
PM
360
Penbrook Management
New York
$6.46M
AA
361
ALPS Advisors
Colorado
$6.41M -$6.2K -13 -0.1%
MGP
362
Metis Global Partners
California
$6.37M +$854K +1,789 +15%
BA
363
Bridgewater Associates
Connecticut
$6.34M +$6.39M +13,385 New
OPERF
364
Oregon Public Employees Retirement Fund
Oregon
$6.32M -$17.2K -36 -0.3%
FDCDDQ
365
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.28M -$3.09M -6,480 -33%
BZWA
366
Blue Zone Wealth Advisors
California
$6.17M +$32K +67 +0.5%
GIBU
367
Gulf International Bank (UK)
United Kingdom
$6.12M -$67.3K -141 -1%
DILIC
368
Dai-ichi Life Insurance Company
Japan
$6.08M -$2.48M -5,200 -29%
GT
369
Glenmede Trust
Pennsylvania
$6.03M -$1.67M -3,507 -22%
VPI
370
Value Partners Investments
Manitoba, Canada
$6.02M +$174K +364 +4%
NPT
371
National Philanthropic Trust
Pennsylvania
$5.89M +$5.73K +12 +0.1%
Pacer Advisors
372
Pacer Advisors
Pennsylvania
$5.81M -$804K -1,685 -12%
MPPLM
373
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.78M +$94.5K +198 +2%
Rockefeller Capital Management
374
Rockefeller Capital Management
New York
$5.73M +$307K +644 +6%
AF
375
Avanza Fonder
Sweden
$5.71M +$5.75M +12,052 New

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.