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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
TE
651
Tema ETFs
New York
$1.24M +$1.25M +2,611 New
PFPT
652
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.23M
KFI
653
Key Financial Inc
Pennsylvania
$1.22M +$1.91K +4 +0.2%
WTA
654
Washington Trust Advisors
Massachusetts
$1.21M
PS
655
Principal Securities
Iowa
$1.21M +$79.7K +167 +7%
ST
656
Smithfield Trust
Pennsylvania
$1.2M
AIM
657
Anchor Investment Management
South Carolina
$1.2M -$248K -520 -17%
AWP
658
Accretive Wealth Partners
New Jersey
$1.2M -$15.3K -32 -1%
BG
659
Bahl & Gaynor
Ohio
$1.2M
FHB
660
First Hawaiian Bank
Hawaii
$1.19M +$3.34K +7 +0.3%
AG
661
AlTi Global
New York
$1.18M +$99.7K +209 +9%
AssetMark Inc
662
AssetMark Inc
California
$1.18M +$198K +415 +20%
CAL
663
Capital Analysts LLC
Pennsylvania
$1.17M -$4.29K -9 -0.4%
TF
664
Threadgill Financial
Texas
$1.17M +$340K +713 +41%
HI
665
Horizon Investments
North Carolina
$1.17M +$13.8K +29 +1%
HFO
666
Heritage Family Offices
Arizona
$1.17M +$78.7K +165 +7%
AMG
667
Asset Management Group
Connecticut
$1.16M
RAM
668
Redmond Asset Management
Virginia
$1.16M +$35.3K +74 +3%
TC
669
TownSquare Capital
Utah
$1.15M +$53.9K +113 +5%
PCIA
670
Prime Capital Investment Advisors
Kansas
$1.15M -$15.8K -33 -1%
OIA
671
OneDigital Investment Advisors
Kansas
$1.14M -$2.91M -6,103 -72%
RWP
672
RWA Wealth Partners
Massachusetts
$1.11M -$58.2K -122 -5%
LSAG
673
Lake Street Advisors Group
New Hampshire
$1.1M +$15.3K +32 +1%
PA
674
Profund Advisors
Maryland
$1.09M -$87.3K -183 -7%
MSA
675
MUFG Securities Americas
New York
$1.09M +$1.1M +2,301 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.