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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
GT
476
Greenleaf Trust
Michigan
$3.17M -$10.5K -22 -0.3%
CIC
477
Crawford Investment Counsel
Georgia
$3.13M
Envestnet Portfolio Solutions
478
Envestnet Portfolio Solutions
Illinois
$3.12M -$114K -238 -3%
CW
479
CreativeOne Wealth
Kansas
$3.11M -$92.6K -194 -3%
BCI
480
Brinker Capital Investments
Pennsylvania
$3.09M +$12.9K +27 +0.4%
OPS
481
Orion Portfolio Solutions
Nebraska
$3.09M +$12.9K +27 +0.4%
CB
482
Commerce Bank
Missouri
$3.08M -$9.07K -19 -0.3%
CA
483
Crewe Advisors
Utah
$3.04M -$188K -393 -6%
SFI
484
Siemens Fonds Invest
Germany
$3M +$57.3K +120 +2%
HNB
485
Huntington National Bank
Ohio
$3M +$29.6K +62 +1%
VDBMI
486
Van Den Berg Management I
Texas
$2.97M -$101K -212 -3%
CAPTRUST Financial Advisors
487
CAPTRUST Financial Advisors
North Carolina
$2.95M +$366K +766 +14%
NW
488
NewEdge Wealth
Pennsylvania
$2.91M -$50.6K -106 -2%
TIAA Trust, National Association
489
TIAA Trust, National Association
North Carolina
$2.89M -$208K -436 -7%
WTC
490
WhitTier Trust Company
Nevada
$2.86M
KWM
491
Keebeck Wealth Management
Illinois
$2.85M -$15.8K -33 -0.5%
TCOT
492
Trust Company of Toledo
Ohio
$2.85M
MGM
493
Miura Global Management
New York
$2.84M
FCM
494
Fairbanks Capital Management
California
$2.83M +$68.2K +143 +2%
CAM
495
Chou Associates Management
Ontario, Canada
$2.79M
VAS
496
Vestmark Advisory Solutions
Massachusetts
$2.79M +$298K +625 +12%
TWC
497
TD Waterhouse Canada
Ontario, Canada
$2.77M +$397K +832 +17%
ACL
498
Applied Capital LLC
Florida
$2.77M -$35.8K -75 -1%
RFC
499
Regions Financial Corp
Alabama
$2.75M -$3.82K -8 -0.1%
FCM
500
Fortis Capital Management
Washington
$2.7M +$31.5K +66 +1%

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.