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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
LTAS
501
Linden Thomas Advisory Services
North Carolina
$2.63M +$370K +775 +16%
Cambridge Investment Research Advisors
502
Cambridge Investment Research Advisors
Iowa
$2.62M +$145K +303 +6%
MA
503
MCF Advisors
Kentucky
$2.62M -$44.4K -93 -2%
NO
504
Ninety One
South Africa
$2.6M +$158K +332 +6%
OAM
505
Ostrum Asset Management
France
$2.6M -$60.1K -126 -2%
GAM
506
Groupama Asset Management
France
$2.59M +$2.61M +5,478 New
Federated Hermes
507
Federated Hermes
Pennsylvania
$2.59M +$1.71M +3,582 +189%
TCA
508
Transcend Capital Advisors
New Jersey
$2.59M -$3.34K -7 -0.1%
EF
509
Empirical Finance
Pennsylvania
$2.55M -$29.6K -62 -1%
CG
510
Caprock Group
Idaho
$2.55M +$2.57M +5,380 New
AWA
511
Arete Wealth Advisors
Illinois
$2.54M +$50.6K +106 +2%
VA
512
Vident Advisory
Georgia
$2.53M +$152K +318 +6%
SIM
513
Sterling Investment Management
Arizona
$2.53M -$32K -67 -1%
A
514
AlphaQuest
New York
$2.52M -$61.6K -129 -2%
CAM
515
Cresset Asset Management
Illinois
$2.5M -$6.29M -13,187 -71%
SWM
516
Spire Wealth Management
Virginia
$2.47M +$2.45M +5,132 +5,967%
MMA
517
Miracle Mile Advisors
California
$2.45M +$518K +1,085 +27%
Nomura Holdings
518
Nomura Holdings
Japan
$2.43M +$2.45M +5,131 New
O
519
Ossiam
France
$2.43M -$1.89M -3,952 -44%
PMAM
520
Picton Mahoney Asset Management
Ontario, Canada
$2.42M -$329K -690 -12%
WSFS
521
Wilmington Savings Fund Society
Delaware
$2.42M -$136K -285 -5%
LA
522
Legacy Advisors
Pennsylvania
$2.41M +$1.55M +3,254 +176%
LI
523
LMCG Investments
Massachusetts
$2.39M -$252K -528 -9%
Walleye Trading
524
Walleye Trading
New York
$2.38M -$1.41M -2,959 -37%
CP
525
CenterBook Partners
Connecticut
$2.37M -$358K -751 -13%

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.