We are live on ! Find out more

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
HCM
851
Howard Capital Management
Georgia
$475K +$21.5K +45 +5%
UBP
852
Union Bancaire Privee
Switzerland
$474K +$475K +995 New
BFIM
853
Beese Fulmer Investment Management
Ohio
$473K
QPBE
854
Quintet Private Bank (Europe)
Luxembourg
$473K
TBT
855
Texas Bank & Trust
Texas
$473K +$477K +1,000 New
CP
856
Castleview Partners
Texas
$472K +$7.64K +16 +2%
WA
857
Waverly Advisors
Alabama
$471K +$475K +995 New
CAL
858
Capital Advisors Ltd
Ohio
$470K +$4.29K +9 +0.9%
MFIM
859
Mesirow Financial Investment Management
Illinois
$470K -$74.9K -157 -14%
MCM
860
Mattern Capital Management
Colorado
$468K +$24.8K +52 +6%
FAIM
861
Financial Advocates Investment Management
Washington
$467K -$9.07K -19 -2%
PIM
862
Penobscot Investment Management
Massachusetts
$466K
PC
863
Promus Capital
Illinois
$463K +$467K +979 New
SC
864
Shearwater Capital
Colorado
$456K
CCWM
865
Correct Capital Wealth Management
Missouri
$456K +$477 +1 +0.1%
WPC
866
White Pine Capital
Minnesota
$455K -$477 -1 -0.1%
IFU
867
iSAM Funds (UK)
United Kingdom
$454K -$994K -2,082 -68%
HCM
868
Hutner Capital Management
Vermont
$454K -$4.77K -10 -1%
NCFG
869
New Century Financial Group
New Jersey
$453K -$32K -67 -7%
CSIC
870
Clifford Swan Investment Counsel
California
$452K -$110K -230 -19%
BBI
871
Baxter Bros Inc
Connecticut
$449K
TCM
872
Tributary Capital Management
Nebraska
$447K -$21.5K -45 -5%
MGIA
873
Moneta Group Investment Advisors
Missouri
$446K -$3.34K -7 -0.7%
HIM
874
Hanlon Investment Management
New Jersey
$446K +$46.3K +97 +11%
SWP
875
Sagespring Wealth Partners
Tennessee
$445K +$448K +939 New

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.