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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
IWC
801
Integrated Wealth Concepts
Massachusetts
$587K +$31K +65 +6%
HNB
802
Hilltop National Bank
Wyoming
$583K -$3.34K -7 -0.6%
HTC
803
Haverford Trust Company
Pennsylvania
$580K +$1.43K +3 +0.2%
PIM
804
Plato Investment Management
Australia
$576K +$308K +646 +114%
AAIS
805
ABN AMRO Investment Solutions
$573K -$123K -257 -18%
CRC
806
Curi RMB Capital
Illinois
$572K -$38.7K -81 -6%
Fayez Sarofim & Co
807
Fayez Sarofim & Co
Texas
$568K
TW
808
Traveka Wealth
California
$568K +$573K +1,200 New
PEA
809
Park Edge Advisors
Ohio
$563K
HB
810
HTLF Bank
Colorado
$562K
SF
811
Synovus Financial
Georgia
$561K +$48.7K +102 +9%
AWA
812
Aaron Wealth Advisors
Illinois
$559K +$27.2K +57 +5%
MWM
813
Mission Wealth Management
California
$557K -$157K -328 -22%
CSI
814
Cross Staff Investments
New York
$550K
LPT
815
Legacy Private Trust
Wisconsin
$549K
SIA
816
Schechter Investment Advisors
Michigan
$549K -$17.7K -37 -3%
LCWP
817
Legacy Capital Wealth Partners
Arkansas
$548K -$21.5K -45 -4%
FCP
818
Fidelis Capital Partners
Florida
$543K +$33.4K +70 +7%
PA
819
Promethium Advisors
Maryland
$542K +$28.2K +59 +5%
TCOV
820
Trust Company of Vermont
Vermont
$542K
APG
821
Abacus Planning Group
South Carolina
$535K +$1.91K +4 +0.4%
PCM
822
Penserra Capital Management
California
$535K +$181K +379 +50%
CI
823
CX Institutional
Indiana
$527K +$11.9K +25 +2%
KRSITF
824
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$526K +$986K +2,066 +45%
CI
825
Conning Inc
Connecticut
$524K +$157K +328 +42%

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.