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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
PWA
1176
Physician Wealth Advisors
Utah
$37.9K +$38.2K +80 New
AWM
1177
Atticus Wealth Management
Florida
$35.5K -$19.1K -40 -35%
WPA
1178
West Paces Advisors
Georgia
$35.5K
JWA
1179
JFS Wealth Advisors
Pennsylvania
$33.6K +$477 +1 +1%
WWP
1180
WR Wealth Planners
Missouri
$30.8K -$8.59K -18 -22%
GKIM
1181
GW&K Investment Management
Massachusetts
$30K
MA
1182
Montag & Associates
Georgia
$29.1K -$42.5K -89 -59%
WAS
1183
Wesleyan Assurance Society
United Kingdom
$28K
BC
1184
Bayforest Capital
United Kingdom
$27.9K +$28.2K +59 New
BWL
1185
Bogart Wealth LLC
Virginia
$27.5K +$1.91K +4 +7%
FMP
1186
Financial Management Professionals
Texas
$27K
CJ
1187
Caitlin John
Michigan
$26.7K
CT
1188
Colonial Trust
South Carolina
$24.1K +$20.5K +43 +538%
CAS
1189
Coppell Advisory Solutions
Texas
$23.7K -$11.9K -25 -33%
RTC
1190
Riverview Trust Company
Washington
$23.2K +$955 +2 +4%
SAM
1191
Synergy Asset Management
Washington
$22.8K +$22.9K +48 New
EBA
1192
Eagle Bay Advisors
New York
$22.2K -$4.77K -10 -18%
MAM
1193
Meeder Asset Management
Ohio
$21.8K -$1.43K -3 -6%
RS
1194
Rakuten Securities
Japan
$21.8K +$19.1K +40 +667%
OC
1195
Oakworth Capital
Alabama
$21.3K -$11.9K -25 -36%
IMC
1196
Investment Management Corporation
Virginia
$20.7K +$21K +44 New
WWA
1197
Wingate Wealth Advisors
Massachusetts
$18.9K +$19.1K +40 New
PWMG
1198
Private Wealth Management Group
New Jersey
$18.5K
FDCP
1199
Foster Dykema Cabot & Partners
Massachusetts
$18.5K -$1.43K -3 -7%
CTA
1200
Colonial Trust Advisors
South Carolina
$18.1K

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.