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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
FAFN
1076
First Affirmative Financial Network
Colorado
$219K +$220K +462 New
HI
1077
Human Investing
Oregon
$218K
JSW
1078
Journey Strategic Wealth
New Jersey
$217K +$955 +2 +0.4%
PGFC
1079
Peapack-Gladstone Financial Corp
New Jersey
$217K -$12.4K -26 -5%
HI
1080
Harbour Investments
Wisconsin
$216K
CFP
1081
Catalyst Financial Partners
Massachusetts
$213K +$10.5K +22 +5%
RF
1082
Rossby Financial
Florida
$213K +$215K +451 New
CWM
1083
Chesapeake Wealth Management
Virginia
$213K -$35.8K -75 -14%
WAS
1084
Wealth Advisory Solutions
Indiana
$211K +$213K +446 New
CF
1085
Convergence Financial
Missouri
$209K -$11.9K -25 -5%
SAI
1086
Savvy Advisors Inc
New York
$205K +$206K +432 New
GBT
1087
Grove Bank & Trust
Florida
$204K +$24.3K +51 +13%
PCM
1088
Prelude Capital Management
New York
$203K +$204K +428 New
AWE
1089
Avidian Wealth Enterprises
Texas
$202K +$204K +427 New
BWM
1090
Baron Wealth Management
Michigan
$202K +$204K +427 New
GC
1091
Gilbert & Cook
Iowa
$200K +$202K +423 New
GRP
1092
Global Retirement Partners
California
$200K -$6.2K -13 -3%
CBT
1093
Crews Bank & Trust
Florida
$199K +$201K +421 New
AT
1094
Arlington Trust
Alabama
$196K
CYG
1095
Clean Yield Group
Vermont
$190K
QC
1096
Quent Capital
New York
$190K -$5.25K -11 -3%
B
1097
Birchbrook
Maine
$189K
CSP
1098
Cary Street Partners
Virginia
$186K +$188K +393 New
WA
1099
WPG Advisers
Maryland
$185K +$187K +391 New
SC
1100
Stance Capital
Massachusetts
$184K +$185K +388 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.