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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
EWA
1026
EverSource Wealth Advisors
Alabama
$265K +$13.4K +28 +5%
RHJA
1027
Rice Hall James & Associates
California
$264K
RPWA
1028
Regent Peak Wealth Advisors
Georgia
$264K +$4.77K +10 +2%
BB
1029
Busey Bank
Illinois
$264K +$3.82K +8 +1%
GS
1030
GWN Securities
Florida
$261K +$255K +534 New
DP
1031
Dearborn Partners
Illinois
$258K +$261K +546 New
SHJ
1032
Sharkey, Howes & Javer
Colorado
$255K
JCM
1033
J2 Capital Management
Michigan
$254K +$256K +537 New
KP
1034
Keel Point
Alabama
$253K -$20.5K -43 -7%
CAM
1035
Cypress Asset Management
Texas
$253K -$2.39K -5 -0.9%
MA
1036
MONECO Advisors
Connecticut
$253K +$36.3K +76 +17%
LAM
1037
Longboard Asset Management
Arizona
$253K +$255K +534 New
CWM
1038
CMH Wealth Management
New Hampshire
$252K
PWM
1039
Prosperity Wealth Management
California
$252K
CHP
1040
Cable Hill Partners
Oregon
$251K
RIM
1041
Reliant Investment Management
Tennessee
$250K
PWP
1042
Principle Wealth Partners
Connecticut
$249K
ACI
1043
Alpha Cubed Investments
California
$242K -$10.5K -22 -4%
AA
1044
Alta Advisers
United Kingdom
$242K +$5.25K +11 +2%
6F
1045
626 Financial
Michigan
$241K -$110K -230 -31%
WCP
1046
Wick Capital Partners
Pennsylvania
$241K
CAG
1047
Crestwood Advisors Group
Massachusetts
$241K +$32K +67 +15%
PCP
1048
Panoramic Capital Partners
Oregon
$240K +$242K +508 New
TFF
1049
The Family Firm
Maryland
$239K +$477 +1 +0.2%
VA
1050
Valmark Advisers
Ohio
$238K +$13.8K +29 +6%

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.