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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
CT
1201
Clearstead Trust
Maine
$18K
CPBTD
1202
Central Pacific Bank - Trust Division
Hawaii
$18K +$18.1K +38 New
AWM
1203
Abound Wealth Management
Tennessee
$17.5K -$955 -2 -5%
T
1204
Transce3nd
Texas
$17K +$17.2K +36 New
MRP
1205
Measured Risk Portfolios
California
$16.1K +$16.2K +34 New
AWM
1206
Avior Wealth Management
Nebraska
$15.6K -$477 -1 -3%
FFO
1207
Fortitude Family Office
Arizona
$14.7K
RFG
1208
REAP Financial Group
Texas
$14.5K +$477 +1 +3%
SVCP
1209
Silicon Valley Capital Partners
California
$14.4K
SO
1210
Sierra Ocean
California
$13.7K +$13.8K +29 New
FLP
1211
Financial Life Planners
Arizona
$13.3K +$13.4K +28 New
MFT
1212
Moisand Fitzgerald Tamayo
Florida
$13.3K
TSMHT
1213
Thurston Springer Miller Herd & Titak
Indiana
$13.3K
AP
1214
Aspect Partners
Virginia
$12.8K
GFPC
1215
Global Financial Private Client
Florida
$12.8K +$1.43K +3 +13%
MHR
1216
Matthew Hamilton Rosenberg
$12.3K
PPC
1217
Park Place Capital
Alabama
$12.3K
AT
1218
Avalon Trust
New Mexico
$11.8K
CWC
1219
Carolinas Wealth Consulting
North Carolina
$11.8K
LB
1220
Legacy Bridge
Iowa
$11.8K
KPP
1221
Kings Path Partners
Texas
$11.8K
LCM
1222
Logan Capital Management
Pennsylvania
$10.9K
HC
1223
Hurley Capital
New York
$10.1K +$9.54K +20 New
AW
1224
Avion Wealth
Texas
$10K -$955 -2 -8%
OC
1225
Oarsman Capital
Wisconsin
$9.94K +$955 +2 +11%

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.