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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
QC
401
Quadrature Capital
United Kingdom
$4.7M +$4.74M +9,931 New
HH
402
HWG Holdings
Texas
$4.69M -$409K -858 -8%
IWS
403
Insight Wealth Strategies
California
$4.69M -$125K -262 -3%
SSWM
404
Smith Salley Wealth Management
North Carolina
$4.6M +$283K +593 +7%
BBHC
405
Brown Brothers Harriman & Co
New York
$4.56M +$2.94M +6,156 +177%
HIMCH
406
Hartford Investment Management Co (HIMCO)
Connecticut
$4.56M -$111K -232 -2%
WHAM
407
Windmill Hill Asset Management
United Kingdom
$4.49M +$56.8K +119 +1%
EP
408
Edgestream Partners
New Jersey
$4.46M +$2.03M +4,254 +82%
IC
409
IEQ Capital
California
$4.44M -$6.68K -14 -0.1%
TI
410
Tidal Investments
Wisconsin
$4.44M -$22M -46,175 -83%
WP
411
Woodline Partners
California
$4.43M +$4.47M +9,367 New
KeyBank National Association
412
KeyBank National Association
Ohio
$4.41M +$63K +132 +1%
AI
413
Atom Investors
Texas
$4.38M +$2.25M +4,713 +104%
GT
414
Glenview Trust
Kentucky
$4.37M
EF
415
Empowered Funds
Pennsylvania
$4.33M +$651K +1,364 +18%
Two Sigma Advisers
416
Two Sigma Advisers
New York
$4.26M -$52M -108,900 -92%
TFA
417
Transamerica Financial Advisors
Florida
$4.24M -$115K -240 -3%
HF
418
HRT Financial
New York
$4.23M +$4.27M +8,943 New
SA
419
Sanctuary Advisors
Indiana
$4.16M +$109K +228 +3%
IGAM
420
iA Global Asset Management
Quebec, Canada
$4.12M -$1.01M -2,126 -20%
NIM
421
NEOS Investment Management
Connecticut
$4.11M +$1.14M +2,398 +38%
A
422
Allianz
Germany
$4.07M
HWAM
423
Hennion & Walsh Asset Management
New Jersey
$4.06M +$96.4K +202 +2%
MSRPS
424
Maryland State Retirement & Pension System
Maryland
$4.05M -$222K -466 -5%
WI
425
Whitebark Investors
Nevada
$4.04M +$4.07M +8,527 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.