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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
4WM
901
4J Wealth Management
Virginia
$404K +$1.43K +3 +0.4%
ANBT
902
American National Bank & Trust
Texas
$404K
PA
903
PFG Advisors
Arizona
$404K
OWA
904
Outlook Wealth Advisors
Texas
$403K -$9.07K -19 -2%
CIA
905
Concurrent Investment Advisors
Florida
$399K -$27.7K -58 -6%
DBRC
906
D.B. Root & Company
Pennsylvania
$398K +$4.29K +9 +1%
HIP
907
HUB Investment Partners
Texas
$394K +$397K +832 New
WWM
908
Western Wealth Management
Colorado
$389K -$9.54K -20 -2%
TSS
909
Two Sigma Securities
New York
$388K -$682K -1,428 -64%
MCM
910
Manchester Capital Management
Vermont
$387K -$477 -1 -0.1%
BWP
911
Baldwin Wealth Partners
Massachusetts
$386K
KCP
912
Kera Capital Partners
California
$386K +$389K +815 New
AA
913
Addison Advisors
Vermont
$384K -$2.39K -5 -0.6%
BCM
914
Boltwood Capital Management
California
$383K
BWP
915
Balboa Wealth Partners
Arizona
$382K +$1.43K +3 +0.4%
AP
916
Atwood & Palmer
Missouri
$379K
WIC
917
Woodmont Investment Counsel
Tennessee
$379K
BOTPPF
918
Board of the Pension Protection Fund
United Kingdom
$379K +$382K +800 New
BBP
919
Banco BTG Pactual
Brazil
$378K
GWM
920
GSB Wealth Management
Connecticut
$377K +$955 +2 +0.3%
PWMAG
921
Pinnacle Wealth Management Advisory Group
New Jersey
$376K +$477 +1 +0.1%
AC
922
Avestar Capital
New York
$375K +$31.5K +66 +9%
FAM
923
Fenimore Asset Management
New York
$373K
KWM
924
Kingsview Wealth Management
Oregon
$370K +$28.6K +60 +8%
CAM
925
Close Asset Management
United Kingdom
$367K

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.