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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
ACA
1151
Atlas Capital Advisors
Wyoming
$60.6K
PMFA
1152
Plante Moran Financial Advisors
Michigan
$59.2K
GCGDR
1153
Geo Capital Gestora de Recursos
Brazil
$58K
LFG
1154
Larson Financial Group
Missouri
$57.3K +$25.8K +54 +81%
ATC
1155
Advantage Trust Company
Kansas
$54K -$9.07K -19 -14%
VHAM
1156
Van Hulzen Asset Management
California
$53.5K +$53.9K +113 New
AGWCA
1157
Annis Gardner Whiting Capital Advisors
Florida
$53K
AA
1158
Ancora Advisors
Ohio
$50.3K +$1.43K +3 +3%
CSB
1159
City State Bank
Iowa
$50.2K
SS
1160
Sunbelt Securities
Texas
$48.8K -$2.86K -6 -6%
CWM
1161
Compass Wealth Management
Connecticut
$48.3K
S
1162
Sachetta
Massachusetts
$47.8K +$477 +1 +1%
MCM
1163
MV Capital Management
Maryland
$47.3K -$477 -1 -1%
AWM
1164
Activest Wealth Management
Florida
$47.3K +$47.7K +100 New
ZB
1165
Zions Bancorporation
Utah
$46.9K -$45.3K -95 -49%
AFG
1166
Albion Financial Group
Utah
$45K +$45.3K +95 New
LI
1167
LRI Investments
Florida
$43.3K -$84.5K -177 -66%
RA
1168
Rise Advisors
New York
$43.3K +$955 +2 +2%
C
1169
Covestor
United Kingdom
$43K +$7.64K +16 +21%
API
1170
Asset Planning Inc
California
$41.7K +$42K +88 New
SWM
1171
Sugarloaf Wealth Management
Georgia
$41.2K
OIAM
1172
OFI Invest Asset Management
France
$41.1K +$43K +90 New
ADL
1173
Asset Dedication LLC
California
$40.7K
OAJ
1174
Ogorek Anthony Joseph
New York
$39K
ACM
1175
Aster Capital Management
United Arab Emirates
$37.9K -$516K -1,082 -93%

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.