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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
AFG
876
Atomi Financial Group
New York
$444K +$157K +330 +54%
AOI
877
Auto-Owners Insurance
Michigan
$442K
XT
878
XTX Topco
Cayman Islands
$442K +$445K +933 New
SB
879
Sunflower Bank
Texas
$441K +$13.4K +28 +3%
PI
880
Pettee Investors
Connecticut
$437K
RA
881
RFG Advisory
Alabama
$432K -$50.6K -106 -10%
PA
882
Procyon Advisors
Connecticut
$429K +$30.5K +64 +8%
AP
883
Advisors Preferred
Maryland
$429K -$99.3K -208 -19%
P
884
Pitcairn
Pennsylvania
$428K +$1.43K +3 +0.3%
EFG
885
Everhart Financial Group
Ohio
$427K -$955 -2 -0.2%
SCM
886
Shelton Capital Management
Colorado
$427K
KSWA
887
Kathleen S. Wright Associates
Pennsylvania
$424K
ILI
888
Invesco LLC (Illinois)
Illinois
$423K -$18.1K -38 -4%
BFS
889
Bradley Foster & Sargent
Connecticut
$419K -$89.7K -188 -18%
GVAG
890
Great Valley Advisor Group
Delaware
$416K -$955 -2 -0.2%
PA
891
Pinnacle Associates
New York
$416K +$50.1K +105 +14%
CNTOF
892
Canandaigua National Trust of Florida
New York
$415K +$419K +877 New
FPCP
893
Fort Point Capital Partners
California
$415K -$6.68K -14 -2%
TPWA
894
Twin Peaks Wealth Advisors
California
$415K +$5.25K +11 +1%
AWM
895
Aprio Wealth Management
Georgia
$412K +$43K +90 +12%
FRM
896
Fox Run Management
Connecticut
$411K -$700K -1,466 -63%
RAM
897
Roanoke Asset Management
New Jersey
$410K
MA
898
Mutual Advisors
Nebraska
$409K -$5.25K -11 -1%
LFA
899
Legacy Financial Advisors
Kentucky
$408K +$6.2K +13 +2%
FLPIM
900
F.L. Putnam Investment Management
Massachusetts
$405K -$955 -2 -0.2%

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.