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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
Arrowstreet Capital
76
Arrowstreet Capital
Massachusetts
$128M +$92.2M +193,175 +249%
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$125M -$2.54M -5,330 -2%
Mitsubishi UFJ Asset Management
78
Mitsubishi UFJ Asset Management
Japan
$122M +$9.77M +20,463 +9%
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$121M -$1.98M -4,157 -2%
BGCP
80
Bristol Gate Capital Partners
Ontario, Canada
$109M -$912K -1,911 -0.8%
New York State Common Retirement Fund
81
New York State Common Retirement Fund
New York
$109M +$1.81M +3,796 +2%
Credit Agricole
82
Credit Agricole
France
$109M +$14.3M +30,059 +15%
Ameriprise
83
Ameriprise
Minnesota
$108M +$15.6M +32,633 +17%
CAM
84
Congress Asset Management
Massachusetts
$106M +$1.52M +3,183 +1%
MNA
85
Manning & Napier Advisors
New York
$105M -$4.11M -8,603 -4%
Nordea Investment Management
86
Nordea Investment Management
Sweden
$105M +$98.6M +206,570 +1,507%
Universal-Beteiligungs- und Servicegesellschaft
87
Universal-Beteiligungs- und Servicegesellschaft
Germany
$102M +$103M +216,349 New
MG
88
Markel Group
Virginia
$101M
CIC
89
Chilton Investment Company
Connecticut
$101M -$135K -283 -0.1%
Mitsubishi UFJ Trust & Banking
90
Mitsubishi UFJ Trust & Banking
Japan
$98.3M -$4.85M -10,156 -5%
Flossbach Von Storch
91
Flossbach Von Storch
Germany
$95.4M +$946K +1,982 +1%
CM
92
Cercano Management
Washington
$93.1M
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$90.4M -$12.4M -25,938 -12%
National Bank of Canada
94
National Bank of Canada
Quebec, Canada
$86.5M -$12.2M -25,577 -12%
Man Group
95
Man Group
United Kingdom
$86.5M +$31.5M +66,063 +57%
SGM
96
Skye Global Management
Florida
$86.2M -$7.87M -16,500 -8%
YL
97
YCG LLC
Texas
$85.7M -$174K -365 -0.2%
TAM
98
Troy Asset Management
United Kingdom
$85.3M -$1.66M -3,479 -2%
Qube Research & Technologies (QRT)
99
Qube Research & Technologies (QRT)
United Kingdom
$83.9M -$34.3M -71,905 -29%
JWBC
100
John W. Bristol & Co
New York
$83.8M -$1.93M -4,037 -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.