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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
CCA
1101
Catalyst Capital Advisors
New York
$172K +$137K +288 +384%
PFBT
1102
Parkside Financial Bank & Trust
Missouri
$166K +$3.82K +8 +2%
TPCW
1103
TD Private Client Wealth
New York
$166K -$1.23M -2,582 -88%
ICM
1104
Islay Capital Management
Texas
$153K -$32.9K -69 -18%
MTC
1105
Matrix Trust Company
Colorado
$153K +$155K +324 New
SC
1106
SouthState Corp
Florida
$152K
SIC
1107
Salem Investment Counselors
North Carolina
$148K -$2.86K -6 -2%
CA
1108
CoreCap Advisors
Michigan
$144K +$3.82K +8 +3%
JFA
1109
JNBA Financial Advisors
Minnesota
$142K
BCM
1110
Berbice Capital Management
New York
$142K +$143K +300 New
HCP
1111
Hexagon Capital Partners
Arkansas
$141K -$12.9K -27 -8%
EB
1112
Eastern Bank
Massachusetts
$140K
BTI
1113
Blue Trust Inc
Georgia
$134K -$574K -1,202 -81%
GWM
1114
Geneos Wealth Management
Colorado
$133K +$4.77K +10 +4%
SOW
1115
State of Wyoming
Wyoming
$126K +$127K +267 New
RMC
1116
Resources Management Corp
Connecticut
$126K
EPW
1117
Evergreen Private Wealth
Colorado
$122K +$477 +1 +0.4%
MAM
1118
Morse Asset Management
Connecticut
$122K +$123K +258 New
AF
1119
Advisornet Financial
Minnesota
$121K -$13.4K -28 -10%
YAL
1120
Your Advocates Ltd
Texas
$120K -$22.4K -47 -16%
NSIM
1121
North Star Investment Management
Illinois
$116K
SIS
1122
Sound Income Strategies
Florida
$111K -$1.43K -3 -1%
VCM
1123
Versant Capital Management
Arizona
$110K +$74.9K +157 +207%
AIM
1124
Acropolis Investment Management
Missouri
$108K
TFM
1125
TFC Financial Management
Massachusetts
$102K -$7.16K -15 -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.