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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
SGAM
776
Smith Group Asset Management
Texas
$661K +$353K +739 +112%
AA
777
Advisory Alpha
Michigan
$660K +$81.6K +171 +14%
KLCM
778
KG&L Capital Management
Louisiana
$658K +$74.5K +156 +13%
AF
779
Aviso Financial
Ontario, Canada
$657K +$8.59K +18 +1%
FHA
780
First Horizon Advisors
Tennessee
$651K -$3.34K -7 -0.5%
MG
781
Mather Group
Illinois
$645K -$127K -267 -16%
SCA
782
Snowden Capital Advisors
New York
$644K +$87.3K +183 +16%
ACA
783
Aptus Capital Advisors
Alabama
$638K +$136K +286 +27%
SIA
784
SkyView Investment Advisors
New Jersey
$636K -$2.36M -4,955 -79%
FB
785
Fulton Bank
Pennsylvania
$635K +$34.8K +73 +6%
CCA
786
Checchi Capital Advisers
California
$628K +$5.25K +11 +0.8%
FNBT
787
FineMark National Bank & Trust
Florida
$628K -$7.16K -15 -1%
BHWM
788
Bar Harbor Wealth Management
New Hampshire
$625K -$2.39K -5 -0.4%
EWA
789
EP Wealth Advisors
California
$620K +$319K +668 +104%
PCG
790
Prosperity Consulting Group
Maryland
$617K +$25.3K +53 +4%
AWM
791
AE Wealth Management
Kansas
$616K +$53.9K +113 +10%
PCP
792
Proficio Capital Partners
Massachusetts
$613K +$301K +630 +95%
DP
793
DDD Partners
Washington
$612K +$477 +1 +0.1%
LS
794
Livforsakringsbolaget Skandia
Sweden
$606K -$47.7K -100 -7%
DC
795
DeDora Capital
California
$606K -$7.64K -16 -1%
Empower Advisory Group
796
Empower Advisory Group
Colorado
$606K +$36.3K +76 +6%
FCG
797
Fielder Capital Group
Tennessee
$601K +$606K +1,270 New
CA
798
Cornerstone Advisory
Maryland
$598K +$11.9K +25 +2%
SI
799
Seeds Investor
New York
$597K -$4.29K -9 -0.7%
PHAM
800
Palisades Hudson Asset Management
Florida
$595K

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.