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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
VWM
726
Venturi Wealth Management
Texas
$827K -$201K -421 -19%
HNWAG
727
High Net Worth Advisory Group
Florida
$826K
NG
728
Novem Group
New York
$823K +$829K +1,737 New
SC
729
Syon Capital
California
$820K +$32K +67 +4%
WKWM
730
Walter & Keenan Wealth Management
Indiana
$820K +$3.34K +7 +0.4%
IA
731
IFP Advisors
Florida
$820K -$3.82K -8 -0.5%
NP
732
NorthRock Partners
Minnesota
$818K -$28.6K -60 -3%
SVWAG
733
Sound View Wealth Advisors Group
Georgia
$813K -$3.82K -8 -0.5%
CRWM
734
Castle Rock Wealth Management
California
$809K
CFGS
735
Concourse Financial Group Securities
Alabama
$800K -$28.2K -59 -3%
PIMG
736
Patriot Investment Management Group
Tennessee
$800K
MIM
737
Morningstar Investment Management
Illinois
$793K
PAMG
738
Patton Albertson Miller Group
Tennessee
$792K
CIC
739
Cornercap Investment Counsel
Georgia
$791K +$798K +1,671 New
FC
740
Farringdon Capital
United Kingdom
$789K +$795K +1,666 New
EI
741
Ellevest Inc
New York
$779K +$5.25K +11 +0.7%
SF
742
Summit Financial
New Jersey
$777K +$10.5K +22 +1%
PCS
743
Personal CFO Solutions
New Jersey
$777K -$75.4K -158 -9%
WBC
744
Westpac Banking Corp
Australia
$775K -$5.25K -11 -0.7%
ATC
745
Argent Trust Co
Tennessee
$773K -$8.59K -18 -1%
BCWM
746
Bartlett & Co Wealth Management
Ohio
$769K
CI
747
Cigna Investments
Connecticut
$768K -$6.2K -13 -0.8%
SCP
748
Stamos Capital Partners
California
$757K +$515K +1,080 +208%
ETC
749
Exchange Traded Concepts
Oklahoma
$753K +$233K +489 +44%
FFA
750
Farther Finance Advisors
California
$752K -$26.7K -56 -3%

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.