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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
Invesco
26
Invesco
Georgia
$487M -$94.9M -198,849 -16%
WPL
27
WINDACRE PARTNERSHIP LLC
Texas
$478M -$78.9M -165,405 -14%
Deutsche Bank
28
Deutsche Bank
Germany
$478M +$14.3M +29,895 +3%
Charles Schwab
29
Charles Schwab
California
$471M +$15.2M +31,780 +3%
AP
30
Altarock Partners
Florida
$450M -$55.2M -115,714 -11%
AIM
31
Allen Investment Management
New York
$440M -$24.8M -52,037 -5%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$397M +$3.81M +7,979 +1%
Baillie Gifford & Co
33
Baillie Gifford & Co
United Kingdom
$383M -$593M -1,243,077 -61%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$377M +$31.1M +65,257 +9%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$353M -$9.57M -20,057 -3%
Principal Financial Group
36
Principal Financial Group
Iowa
$353M -$63.1M -132,301 -15%
N
37
Nuveen
North Carolina
$333M -$48.2M -101,002 -13%
Brown Advisory
38
Brown Advisory
Maryland
$322M -$67.4M -141,149 -17%
UBS Group
39
UBS Group
Switzerland
$310M +$81.5M +170,836 +35%
AC
40
AKO Capital
United Kingdom
$309M -$14.4M -30,073 -4%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$300M +$74.5M +156,120 +33%
Citadel Advisors
42
Citadel Advisors
Florida
$291M +$250M +524,014 +582%
TD Asset Management
43
TD Asset Management
Ontario, Canada
$287M +$51M +106,815 +21%
EQF
44
Evergreen Quality Fund
Cayman Islands
$274M +$198M +415,200 +253%
Franklin Resources
45
Franklin Resources
California
$274M -$7.2M -15,093 -3%
SAM
46
Storebrand Asset Management
Norway
$267M +$8.04M +16,840 +3%
SP
47
Sarasin & Partners
United Kingdom
$266M -$13.8M -28,823 -5%
Bank of America
48
Bank of America
North Carolina
$255M -$39M -81,690 -13%
LPPI
49
Local Pensions Partnership Investment
United Kingdom
$247M +$249M +521,468 New
MA
50
Marshfield Associates
District of Columbia
$242M -$85.9K -180 -0%

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.