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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
SC
601
Savant Capital
Illinois
$1.55M +$105K +219 +7%
VT
602
Vise Technologies
New York
$1.55M +$751K +1,574 +93%
SA
603
Shilanski & Associates
Alaska
$1.54M -$66.3K -139 -4%
HFA
604
Harbert Fund Advisors
Alabama
$1.54M +$525K +1,100 +51%
PAS
605
Park Avenue Securities
New York
$1.52M +$37.2K +78 +2%
DADC
606
D.A. Davidson & Co
Montana
$1.52M +$156K +326 +11%
Capstone Investment Advisors
607
Capstone Investment Advisors
New York
$1.51M -$281K -589 -16%
HWM
608
HB Wealth Management
Georgia
$1.51M +$104K +217 +7%
BIM
609
Bridges Investment Management
Nebraska
$1.5M -$477 -1 -0%
GEM
610
Global Endowment Management
North Carolina
$1.5M +$5.25K +11 +0.3%
AAS
611
Avantax Advisory Services
Texas
$1.48M +$36.3K +76 +2%
QCM
612
Qsemble Capital Management
New York
$1.48M -$1.27M -2,658 -46%
ET
613
Equitable Trust
Tennessee
$1.47M
HBT
614
Hills Bank & Trust
Iowa
$1.47M
VSQM
615
V-Square Quantitative Management
Illinois
$1.47M -$9.07K -19 -0.6%
OIS
616
Okabena Investment Services
Minnesota
$1.47M +$161K +338 +12%
IIC
617
Ironwood Investment Counsel
Arizona
$1.47M
CAMG
618
CWA Asset Management Group
Florida
$1.47M +$35.3K +74 +2%
Carson Wealth (CWM LLC)
619
Carson Wealth (CWM LLC)
Nebraska
$1.46M -$10K -21 -0.7%
P
620
&Partners
Tennessee
$1.44M +$606K +1,270 +73%
Wolverine Trading
621
Wolverine Trading
Illinois
$1.44M -$429K -899 -23%
LWA
622
Lineweaver Wealth Advisors
Ohio
$1.42M -$1.43K -3 -0.1%
VI
623
Vestcor Inc
New Brunswick, Canada
$1.42M -$122K -256 -8%
FRA
624
Frank Rimerman Advisors
California
$1.41M -$628K -1,316 -31%
SM
625
Sciencast Management
New Jersey
$1.41M +$1.42M +2,982 New

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.