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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
LSERS
426
Louisiana State Employees Retirement System
Louisiana
$3.98M -$191K -400 -5%
SAM
427
Securian Asset Management
Minnesota
$3.96M -$167K -349 -4%
UCFA
428
United Capital Financial Advisors
Texas
$3.94M +$9.07K +19 +0.2%
Harris Associates
429
Harris Associates
Illinois
$3.94M -$8.07M -16,903 -67%
BCM
430
Bretton Capital Management
California
$3.93M
MFAM
431
Motley Fool Asset Management
Virginia
$3.93M +$463K +970 +13%
IIM
432
INTECH Investment Management
Florida
$3.91M -$389K -816 -9%
LNWWM
433
Laird Norton Wetherby Wealth Management
California
$3.9M -$6.68K -14 -0.2%
Osaic Holdings
434
Osaic Holdings
Arizona
$3.9M +$6.55M +13,717 +135%
AI
435
Atria Investments
North Carolina
$3.82M +$138K +289 +4%
PFM
436
Patton Fund Management
Texas
$3.82M -$577K -1,208 -13%
VIM
437
Vinva Investment Management
Australia
$3.81M +$399K +835 +12%
HA
438
Harbor Advisors
Florida
$3.79M
CIA
439
Citadel Investment Advisory
Ohio
$3.78M +$57.3K +120 +2%
PVI
440
Pine Valley Investments
New Jersey
$3.74M -$307K -644 -8%
RG
441
Rathbones Group
United Kingdom
$3.69M +$408K +855 +12%
RCAG
442
Rehmann Capital Advisory Group
Michigan
$3.68M -$16.2K -34 -0.4%
Jones Financial Companies
443
Jones Financial Companies
Missouri
$3.65M +$953K +1,996 +35%
YAM
444
Yacktman Asset Management
Texas
$3.63M
PE
445
Point72 Europe
United Kingdom
$3.6M -$2.58M -5,400 -42%
Allspring Global Investments
446
Allspring Global Investments
North Carolina
$3.56M -$294K -616 -8%
Thrivent Financial for Lutherans
447
Thrivent Financial for Lutherans
Minnesota
$3.55M -$10.8M -22,611 -75%
NMERB
448
New Mexico Educational Retirement Board
New Mexico
$3.55M -$95.5K -200 -3%
BTW
449
Boston Trust Walden
Massachusetts
$3.54M -$21.5K -45 -0.6%
EGM
450
Engineers Gate Manager
New York
$3.54M -$5.46M -11,434 -60%

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.