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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
Group One Trading
1126
Group One Trading
Illinois
$101K -$666K -1,395 -87%
CSPIA
1127
Cary Street Partners Investment Advisory
Virginia
$100K -$178K -374 -64%
RCM
1128
Raleigh Capital Management
North Carolina
$98.1K -$3.82K -8 -4%
MLA
1129
MB, Levis & Associates
Pennsylvania
$94.7K
DMBA
1130
Deseret Mutual Benefit Administrators
Utah
$91.8K -$7.64K -16 -8%
KIM
1131
Kestra Investment Management
Texas
$90.2K +$91.2K +191 New
SSB
1132
Sandy Spring Bank
Maryland
$87.8K +$5.73K +12 +7%
CMP
1133
Coston McIsaac & Partners
Maine
$85K
MIHAS
1134
Maj Invest Holding A/S
Denmark
$85K +$85.9K +180 New
LFA
1135
LGT Financial Advisors
Texas
$82.8K +$83.5K +175 New
EPIM
1136
Evelyn Partners Investment Management
$80.5K +$81.1K +170 New
EFMH
1137
E Fund Management (HK)
Hong Kong
$80K +$27.7K +58 +52%
DWM
1138
Darwin Wealth Management
Florida
$75.3K -$24.3K -51 -24%
CFFP
1139
Center for Financial Planning
Michigan
$74.8K
SCM
1140
Silvant Capital Management
Georgia
$74.3K
WA
1141
Whipplewood Advisors
Colorado
$73.4K +$74K +155 New
PGAM
1142
Princeton Global Asset Management
New Jersey
$72.9K
AFM
1143
Aspetuck Financial Management
Connecticut
$71K +$71.6K +150 New
TFIPS
1144
Towarzystwo Funduszy Inwestycyjnych PZU SA
$71K
VFM
1145
Vision Financial Markets
Connecticut
$66.7K +$67.3K +141 New
MB
1146
Mizuho Bank
Japan
$66.3K +$66.8K +140 New
HWM
1147
Hemington Wealth Management
Virginia
$64K +$7.16K +15 +12%
BIA
1148
Bell Investment Advisors
California
$62.5K
DJSG
1149
D.J. St. Germain
Massachusetts
$61.5K
FMII
1150
Farmers & Merchants Investments Inc
Nebraska
$61.1K

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.