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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
MC
751
Machina Capital
France
$752K -$1.59M -3,327 -68%
GCC
752
Guardian Capital (Canada)
Ontario, Canada
$747K +$754K +1,579 New
CC
753
Centiva Capital
New York
$747K -$508K -1,065 -40%
BCM
754
Brookstone Capital Management
Illinois
$745K -$17.2K -36 -2%
SG Americas Securities
755
SG Americas Securities
New York
$744K -$4.88M -10,222 -87%
Dodge & Cox
756
Dodge & Cox
California
$741K
CWM
757
Chronos Wealth Management
Florida
$734K -$25.8K -54 -3%
EWM
758
Evercore Wealth Management
New York
$729K +$477 +1 +0.1%
ATS
759
Ashton Thomas Securities
New York
$727K +$18.1K +38 +3%
OFG
760
OmniStar Financial Group
North Carolina
$723K -$20K -42 -3%
SMG
761
Smart Money Group
Texas
$723K +$20K +42 +3%
QCG
762
Quadrant Capital Group
Ohio
$720K +$22.4K +47 +3%
AIP
763
Ameritas Investment Partners
Nebraska
$719K -$32.5K -68 -4%
SG
764
Sienna Gestion
France
$717K
EFM
765
E Fund Management
China
$714K +$97.4K +204 +16%
BDA
766
Borer Denton & Associates
Pennsylvania
$712K
FTWA
767
Fifth Third Wealth Advisors
Ohio
$711K +$15.3K +32 +2%
DWT
768
Dorsey & Whitney Trust
South Dakota
$696K +$11.9K +25 +2%
CGL
769
Clarius Group LLC
Washington
$694K -$42K -88 -6%
BAM
770
Brave Asset Management
New Jersey
$693K
CWM
771
Circle Wealth Management
New Jersey
$685K +$8.11K +17 +1%
GI
772
GAMMA Investing
California
$680K +$176K +368 +34%
FIM
773
Freedom Investment Management
Connecticut
$675K +$93.5K +196 +16%
CA
774
Commerzbank Aktiengesellschaft
Germany
$664K +$82.1K +172 +14%
ACM
775
Argyle Capital Management
Pennsylvania
$663K

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.