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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
ITFISA
951
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$331K -$143K -300 -30%
ET
952
Entropy Technologies
New York
$331K -$2.47M -5,184 -88%
NB
953
NBT Bank
New York
$330K
PWPS
954
Pinnacle Wealth Planning Services
Ohio
$330K +$1.43K +3 +0.4%
AG
955
Ascent Group
Virginia
$328K +$50.6K +106 +18%
HH
956
Hilltop Holdings
Texas
$327K +$21K +44 +7%
AIA
957
Angeles Investment Advisors
California
$327K -$24.3K -51 -7%
AP
958
Adero Partners
California
$325K +$12.4K +26 +4%
Tudor Investment Corp
959
Tudor Investment Corp
Connecticut
$324K -$1.49M -3,121 -82%
RIL
960
Rothschild Investment LLC
Illinois
$322K
ACGA
961
Atlanta Consulting Group Advisors
Georgia
$321K -$1.43K -3 -0.4%
PFA
962
Plotkin Financial Advisors
Maryland
$320K
WFI
963
West Family Investments
California
$320K -$2.86K -6 -0.9%
AF
964
Atala Financial
California
$317K +$319K +669 New
MC
965
Maverick Capital
Texas
$315K -$1.79M -3,745 -85%
EA
966
Everpar Advisors
Oklahoma
$313K -$12.4K -26 -4%
FMLI
967
Fukoku Mutual Life Insurance
Japan
$312K
HC
968
Hamilton Capital
Ohio
$312K +$8.59K +18 +3%
AFWM
969
AMJ Financial Wealth Management
Virginia
$312K +$315K +659 New
SIM
970
Sentry Investment Management
Wisconsin
$310K -$51.1K -107 -14%
FHA
971
Flagship Harbor Advisors
Massachusetts
$308K +$477 +1 +0.2%
CI
972
Cherokee Insurance
Michigan
$308K +$310K +650 New
Winslow Capital Management
973
Winslow Capital Management
Minnesota
$305K -$31.5K -66 -9%
MOS
974
MGO One Seven
Ohio
$304K +$477 +1 +0.2%
SC
975
Saybrook Capital
North Carolina
$304K

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.