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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
CCG
376
Cloverfields Capital Group
Minnesota
$5.69M -$32.9K -69 -0.6%
LC
377
Lincoln Capital
Nebraska
$5.68M -$50.1K -105 -0.9%
QT
378
Quantbot Technologies
New York
$5.62M -$750K -1,571 -12%
BP
379
Ballentine Partners
Massachusetts
$5.61M -$3.82K -8 -0.1%
BP
380
BNP Paribas
France
$5.57M -$46.8K -98 -0.8%
RBI
381
Raiffeisen Bank International
Austria
$5.54M +$5.58M +11,694 New
TRSOTSOK
382
Teachers Retirement System of the State of Kentucky
Kentucky
$5.49M -$91.2K -191 -2%
TGCMU
383
Titan Global Capital Management USA
New York
$5.35M -$2.22M -4,657 -29%
Wealthfront Advisers
384
Wealthfront Advisers
California
$5.34M +$340K +712 +7%
Baird Financial Group
385
Baird Financial Group
Wisconsin
$5.32M -$189K -397 -3%
AA
386
Altrafin AG
$5.3M +$113K +237 +2%
VCM
387
Voleon Capital Management
California
$5.29M +$5.33M +11,165 New
LOPW
388
Live Oak Private Wealth
North Carolina
$5.27M -$169K -355 -3%
FCM
389
Fogel Capital Management
Florida
$5.1M -$16.7K -35 -0.3%
KRS
390
Kentucky Retirement Systems
Kentucky
$5.09M -$70.6K -148 -1%
GI
391
GAMCO Investors
Connecticut
$5.08M -$179K -375 -3%
FT
392
Fiduciary Trust
Massachusetts
$5.03M
RC
393
Roundview Capital
New Jersey
$4.91M +$122K +256 +3%
AFA
394
Abacus FCF Advisors
Florida
$4.9M +$1.54M +3,224 +45%
BA
395
Bellwether Advisors
Nebraska
$4.84M +$1.84M +3,848 +60%
CA
396
Cornerstone Advisors
North Carolina
$4.78M
TAMH
397
Taikang Asset Management (HK)
Hong Kong
$4.78M -$4.82M -10,091 -50%
TRCT
398
Tower Research Capital (TRC)
New York
$4.75M +$2.27M +4,766 +90%
KM
399
KP Management
Minnesota
$4.73M
THCM
400
Taylor Hoffman Capital Management
Virginia
$4.71M +$34.8K +73 +0.7%

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.