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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
TC
576
TFR Capital
Texas
$1.75M +$1.77M +3,704 New
FWCM
577
Ferguson Wellman Capital Management
Oregon
$1.75M -$4.77K -10 -0.3%
GPI
578
General Partner Inc
Pennsylvania
$1.75M -$239K -500 -12%
LRIC
579
Long Road Investment Counsel
Michigan
$1.74M
SFA
580
Sequoia Financial Advisors
Ohio
$1.73M +$202K +424 +13%
CFG
581
Citizens Financial Group
Rhode Island
$1.72M +$68.7K +144 +4%
WorldQuant Millennium Advisors
582
WorldQuant Millennium Advisors
New York
$1.72M -$14M -29,335 -89%
BEI
583
Benjamin Edwards Inc
Missouri
$1.7M +$222K +465 +15%
BRWA
584
B. Riley Wealth Advisors
Florida
$1.69M +$9.54K +20 +0.6%
KIA
585
Knollwood Investment Advisory
Maryland
$1.69M
BF
586
BOK Financial
Oklahoma
$1.66M -$71.6K -150 -4%
RSWM
587
Robertson Stephens Wealth Management
California
$1.66M -$1.1M -2,305 -40%
BFG
588
Bleakley Financial Group
New Jersey
$1.66M +$13.4K +28 +0.8%
OCM
589
Olstein Capital Management
New York
$1.66M -$286K -600 -15%
PAG
590
Private Advisor Group
New Jersey
$1.64M -$32.5K -68 -2%
HPC
591
HM Payson & Co
Maine
$1.64M +$131K +275 +9%
IAA
592
Independent Advisor Alliance
North Carolina
$1.64M +$217K +455 +15%
Bank Julius Baer & Co
593
Bank Julius Baer & Co
Switzerland
$1.62M +$195K +408 +15%
ECM
594
Everence Capital Management
Indiana
$1.6M -$525K -1,100 -25%
AAP
595
Arax Advisory Partners
Colorado
$1.59M +$2.39K +5 +0.1%
MAM
596
Mystic Asset Management
Rhode Island
$1.58M +$166K +348 +12%
CFO
597
Callan Family Office
Pennsylvania
$1.57M +$1.59M +3,323 New
ASN
598
Advisory Services Network
Georgia
$1.57M +$58.7K +123 +4%
LIP
599
Lighthouse Investment Partners
Florida
$1.56M +$1.57M +3,300 New
RHAM
600
Round Hill Asset Management
California
$1.56M -$1.21M -2,530 -43%

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.