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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
WIC
826
Wilkins Investment Counsel
Massachusetts
$521K
BWP
827
BSW Wealth Partners
Colorado
$521K +$36.7K +77 +8%
CA
828
Cache Advisors
California
$519K +$523K +1,096 New
CPW
829
Crestmont Private Wealth
Texas
$517K +$12.9K +27 +3%
VIA
830
Virtus Investment Advisers
Connecticut
$516K +$272K +569 +109%
IAIM
831
International Assets Investment Management
Florida
$515K -$345M -723,609 -100%
BIG
832
Brooklyn Investment Group
New York
$515K -$2.86K -6 -0.5%
SAM
833
Silvercrest Asset Management
New York
$507K +$511K +1,071 New
CAM
834
Cozad Asset Management
Illinois
$507K
SWA
835
Stratos Wealth Advisors
Ohio
$506K -$18.1K -38 -3%
SRL
836
Scientech Research LLC
New Jersey
$504K -$652K -1,367 -56%
ALAM
837
Asahi Life Asset Management
Japan
$502K +$506K +1,060 New
HCM
838
Howland Capital Management
Massachusetts
$498K
MAG
839
Mayfair Advisory Group
Alabama
$497K +$477 +1 +0.1%
DS
840
DRW Securities
Illinois
$497K +$501K +1,050 New
GS
841
GTS Securities
New York
$495K -$1.62M -3,403 -76%
CIC
842
Carnegie Investment Counsel
Ohio
$494K
KNW
843
Kesler Norman & Wride
Utah
$492K +$495K +1,038 New
GLF
844
Groupe la Francaise
France
$491K +$494K +1,036 New
AF
845
Allworth Financial
California
$485K +$20.5K +43 +4%
BP
846
Broadleaf Partners
Ohio
$483K
JWCA
847
J.W. Cole Advisors
Florida
$483K +$39.6K +83 +9%
PP
848
PDS Planning
Ohio
$479K -$14.8K -31 -3%
RZH
849
Relyea Zuckerberg Hanson
Connecticut
$478K +$14.3K +30 +3%
GL
850
Graypoint LLC
New York
$475K +$14.8K +31 +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.