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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
CCG
676
Cypress Capital Group
Florida
$1.08M -$494K -1,035 -31%
BMC
677
Benin Management Corp
Connecticut
$1.08M +$231K +483 +27%
CIM
678
Chiron Investment Management
New York
$1.07M
BBA
679
Baader Bank Aktiengesellschaft
Germany
$1.07M -$1.05M -2,200 -49%
LA
680
LVW Advisors
New York
$1.07M -$5.25K -11 -0.5%
OC
681
Oppenheimer & Co
New York
$1.07M -$65.9K -138 -6%
UB
682
UMB Bank
Missouri
$1.07M -$67.8K -142 -6%
TSWM
683
Triangle Securities Wealth Management
North Carolina
$1.06M -$11K -23 -1%
LWCFA
684
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.05M -$11.9K -25 -1%
FGP
685
Freestone Grove Partners
California
$1.04M +$1.05M +2,196 New
WPC
686
Wedmont Private Capital
Pennsylvania
$1.04M +$74.9K +157 +7%
EAM
687
Erste Asset Management
Austria
$1.04M +$1.04M +2,172 New
RCA
688
Roberts Capital Advisors
Colorado
$1.03M
MCM
689
Maple Capital Management
Vermont
$1.02M -$12.4K -26 -1%
PAM
690
Panagora Asset Management
Massachusetts
$1.01M +$385K +807 +61%
NA
691
NewEdge Advisors
Louisiana
$1M +$384K +804 +61%
SAM
692
Smartleaf Asset Management
Massachusetts
$1M +$85K +178 +9%
NWM
693
Napa Wealth Management
California
$998K +$1.01M +2,109 New
EAM
694
Empirical Asset Management
Massachusetts
$990K +$652K +1,367 +45%
KA
695
Kerrisdale Advisers
Florida
$983K
LKIM
696
Lawson Kroeker Investment Management
Nebraska
$980K
SL
697
Sentry LLC
Tennessee
$967K
JWCA
698
J.W. Coons Advisors
Ohio
$960K -$8.59K -18 -0.9%
BPA
699
Beacon Pointe Advisors
California
$957K -$259K -543 -21%
AC
700
AXQ Capital
New Jersey
$957K +$652K +1,366 +209%

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.