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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
HT
926
Heritage Trust
Oklahoma
$367K +$370K +775 New
HCMT
927
Highland Capital Management (Tennessee)
Tennessee
$366K
LC
928
Lindbrook Capital
California
$366K +$4.29K +9 +1%
VAF
929
Values Added Financial
District of Columbia
$362K +$6.68K +14 +2%
SB
930
Simmons Bank
Arkansas
$359K -$7.16K -15 -2%
IBOK
931
Independence Bank of Kentucky
Kentucky
$359K
GSEP
932
Golden State Equity Partners
California
$354K -$84K -176 -19%
MSWM
933
McGlone Suttner Wealth Management
Wisconsin
$353K +$11K +23 +3%
IAN
934
Integrated Advisors Network
Texas
$353K +$26.7K +56 +8%
1C
935
111 Capital
France
$352K +$355K +743 New
MAM
936
McLean Asset Management
Virginia
$351K +$2.86K +6 +0.8%
SMWM
937
Silvia McColl Wealth Management
California
$351K
EWM
938
Empirical Wealth Management
Washington
$351K +$354K +741 New
CA
939
Carson Advisory
Georgia
$351K +$10K +21 +3%
ADIM
940
Alpha DNA Investment Management
Maryland
$351K +$354K +741 New
GIA
941
Guyasuta Investment Advisors
Pennsylvania
$347K
CWP
942
Cyndeo Wealth Partners
Florida
$342K
FFP
943
FourThought Financial Partners
Florida
$342K +$345K +722 New
FFM
944
Forum Financial Management
Illinois
$342K +$50.1K +105 +17%
DIM
945
Delta Investment Management
California
$340K +$477 +1 +0.1%
BAM
946
Blueshift Asset Management
New Jersey
$339K -$477K -1,000 -58%
CGPCS
947
Capital Group Private Client Services
California
$338K
GIA
948
Gladstone Institutional Advisory
Florida
$337K +$2.86K +6 +0.8%
GFP
949
Gryphon Financial Partners
Ohio
$334K -$173K -362 -34%
OF
950
Optimize Financial
California
$332K +$335K +701 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.