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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
RWM
701
Ritholtz Wealth Management
New York
$956K +$41.5K +87 +5%
SCM
702
Stonebridge Capital Management
California
$947K
EC
703
Enhancing Capital
Pennsylvania
$947K +$955K +2,000 New
CIA
704
Choate Investment Advisors
Massachusetts
$942K +$44.9K +94 +5%
RA
705
Riversedge Advisors
Delaware
$924K +$8.11K +17 +0.9%
ECM
706
Evergreen Capital Management
Washington
$915K -$496K -1,040 -35%
VAG
707
VisionPoint Advisory Group
Texas
$910K -$10.5K -22 -1%
SA
708
SRN Advisors
Pennsylvania
$908K -$145K -304 -14%
WT
709
Whittier Trust
California
$893K +$15.8K +33 +2%
LCM
710
Landscape Capital Management
New Jersey
$889K -$29.1K -61 -3%
JAFL
711
Jay A. Fishman Ltd
Michigan
$888K
SPC
712
Spirepoint Private Client
Florida
$875K -$46.8K -98 -5%
AWS
713
Atria Wealth Solutions
New York
$872K -$1.95M -4,086 -69%
ST
714
Spinnaker Trust
Maine
$871K
CPG
715
Cornerstone Planning Group
New Jersey
$871K +$1.91K +4 +0.2%
Lido Advisors
716
Lido Advisors
California
$871K +$13.4K +28 +2%
RMCM
717
Reynders McVeigh Capital Management
Massachusetts
$867K
TAM
718
Trust Asset Management
Texas
$862K
LCM
719
Legato Capital Management
California
$857K -$997K -2,089 -54%
GCM
720
GKV Capital Management
California
$852K +$859K +1,800 New
IFWM
721
Institute for Wealth Management
Colorado
$845K -$3.82K -8 -0.4%
RFA
722
Resurgent Financial Advisors
Georgia
$844K +$193K +404 +29%
VCA
723
Verdence Capital Advisors
Maryland
$842K -$103K -215 -11%
VFA
724
Valeo Financial Advisors
Indiana
$839K +$3.82K +8 +0.5%
GA
725
Geller Advisors
New York
$836K +$8.11K +17 +1%

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.