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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
GM
626
GeoWealth Management
Illinois
$1.41M +$169K +355 +14%
MCM
627
MAI Capital Management
Ohio
$1.4M +$355K +743 +33%
SPIA
628
Steward Partners Investment Advisory
New York
$1.4M +$193K +405 +16%
CCM
629
Coldstream Capital Management
Washington
$1.4M +$28.2K +59 +2%
SW
630
SVB Wealth
Massachusetts
$1.4M +$1.41M +2,948 New
CCMG
631
Clark Capital Management Group
Pennsylvania
$1.39M -$186K -390 -12%
GLR
632
Great Lakes Retirement
Ohio
$1.37M +$81.6K +171 +6%
RWM
633
Rockline Wealth Management
New York
$1.37M +$45.3K +95 +3%
MFG
634
Monte Financial Group
Connecticut
$1.37M -$15.8K -33 -1%
WPW
635
Waldron Private Wealth
Pennsylvania
$1.37M +$2.86K +6 +0.2%
CTC
636
Central Trust Company
Missouri
$1.36M -$68.7K -144 -5%
LAM
637
LECAP Asset Management
United Kingdom
$1.35M -$468K -980 -26%
AWM
638
Avitas Wealth Management
California
$1.33M +$10.5K +22 +0.8%
WIA
639
Westbourne Investment Advisors
Maryland
$1.33M -$100K -210 -7%
MYAM
640
Meiji Yasuda Asset Management
Japan
$1.31M +$44.4K +93 +3%
QI
641
Qtron Investments
Massachusetts
$1.31M
AI
642
AXS Investments
New York
$1.31M +$38.2K +80 +3%
EWM
643
Evermay Wealth Management
Virginia
$1.3M
Verition Fund Management
644
Verition Fund Management
Connecticut
$1.3M +$621K +1,301 +91%
Simplex Trading
645
Simplex Trading
Illinois
$1.29M +$290K +608 +29%
CIA
646
Capital Investment Advisors
Georgia
$1.29M +$1.3M +2,726 New
MADR
647
Milestones Administradora de Recursos
Brazil
$1.27M -$859K -1,800 -40%
Loomis, Sayles & Company
648
Loomis, Sayles & Company
Massachusetts
$1.27M +$775K +1,624 +155%
BA
649
Ballast Advisors
Minnesota
$1.25M +$115K +242 +10%
SC
650
Sepio Capital
Utah
$1.25M -$117K -246 -9%

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.