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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
DF
976
Dunhill Financial
United Kingdom
$304K +$3.82K +8 +1%
AWM
977
Accurate Wealth Management
Florida
$303K +$47.7K +100 +18%
EE
978
EWG Elevate
California
$301K +$6.2K +13 +2%
NWAG
979
Net Worth Advisory Group
Utah
$300K -$7.16K -15 -2%
BAM
980
Belpointe Asset Management
Nevada
$297K +$290K +608 New
HR
981
Howe & Rusling
New York
$296K
MWM
982
Meridian Wealth Management
Kentucky
$296K +$87.3K +183 +41%
GLA
983
Great Lakes Advisors
Illinois
$295K -$35.3K -74 -11%
IC
984
Iconiq Capital
California
$294K +$55.8K +117 +23%
BHIA
985
Birch Hill Investment Advisors
Massachusetts
$293K
TLCM
986
Twin Lakes Capital Management
California
$293K
QWP
987
Quotient Wealth Partners
Texas
$293K +$12.4K +26 +4%
MFG
988
Magnus Financial Group
New York
$290K
SQA
989
Simon Quick Advisors
New Jersey
$289K +$37.2K +78 +15%
IPW
990
Invictus Private Wealth
Colorado
$289K -$68.7K -144 -19%
CAM
991
Claret Asset Management
Quebec, Canada
$287K +$1.91K +4 +0.7%
SMA
992
Sage Mountain Advisors
Georgia
$287K -$34.8K -73 -11%
EFS
993
Essex Financial Services
Connecticut
$286K -$1.91K -4 -0.7%
WHC
994
Wulff, Hansen & Co
California
$286K -$28.6K -60 -9%
CCA
995
Childress Capital Advisors
Texas
$286K -$3.34K -7 -1%
MFC
996
Morris Financial Concepts
South Carolina
$286K
HWA
997
HCR Wealth Advisors
California
$285K +$955 +2 +0.3%
CT
998
Caldwell Trust
Florida
$284K
ECM
999
EagleClaw Capital Management
Massachusetts
$284K
PFA
1000
Pathway Financial Advisors
Vermont
$284K

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.