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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
CPIG
451
Chicago Partners Investment Group
Illinois
$3.51M +$112K +234 +3%
DWA
452
Dorsey Wright & Associates
California
$3.5M +$8.11K +17 +0.2%
UH
453
Unigestion Holding
Switzerland
$3.45M +$1.29M +2,700 +59%
EOJOAM
454
E. Ohman J:or Asset Management
Sweden
$3.42M +$372K +780 +12%
WJWM
455
Williams Jones Wealth Management
New York
$3.42M -$65.9K -138 -2%
WAP
456
Wealthcare Advisory Partners
Pennsylvania
$3.41M -$3.82K -8 -0.1%
SI
457
Sora Investors
Pennsylvania
$3.38M +$3.41M +7,143 New
PI
458
PGGM Investments
Netherlands
$3.38M +$1.6M +3,360 +89%
SC
459
Slow Capital
California
$3.37M -$80.7K -169 -2%
IG
460
ING Group
Netherlands
$3.33M -$406K -851 -11%
FNA
461
First National Advisers
Nebraska
$3.32M +$127K +267 +4%
NB
462
Norinchukin Bank
Japan
$3.32M +$270K +565 +9%
COI
463
Connable Office Inc
Michigan
$3.32M -$56.8K -119 -2%
KPWS
464
Kestra Private Wealth Services
Texas
$3.31M +$27.2K +57 +0.8%
GCM
465
Graham Capital Management
Connecticut
$3.31M +$3.34M +7,000 New
BFM
466
Boothbay Fund Management
New York
$3.3M +$3.05M +6,395 +1,099%
BAM
467
Bell Asset Management
Australia
$3.3M -$40.1K -84 -1%
IC
468
Inkwell Capital
Florida
$3.29M +$3.32M +6,959 New
FNBOO
469
First National Bank of Omaha
Nebraska
$3.29M -$232K -486 -7%
SPWG
470
Syntegra Private Wealth Group
Missouri
$3.27M
OAC
471
OMERS Administration Corp
Ontario, Canada
$3.25M +$557K +1,168 +20%
TC
472
Taika Capital
Florida
$3.24M +$3.27M +6,846 New
JIC
473
Johnson Investment Counsel
Ohio
$3.23M +$49.6K +104 +2%
AIM
474
Alphinity Investment Management
Australia
$3.19M +$1.16M +2,421 +56%
SCM
475
Sterling Capital Management
North Carolina
$3.19M +$224K +470 +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.