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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
RWM
1226
Rialto Wealth Management
New York
$9.47K +$9.54K +20 New
FWM
1227
FSA Wealth Management
Massachusetts
$8.52K
HIA
1228
Harbor Investment Advisory
Maryland
$8.52K
CFD
1229
Creative Financial Designs
Indiana
$8.25K
AIC
1230
Archer Investment Corporation
Indiana
$8.05K
FFA
1231
Frazier Financial Advisors
Ohio
$7.58K
M
1232
MOTCO
Texas
$7.57K -$745K -1,561 -99%
FPF
1233
First Pacific Financial
Washington
$7.57K
HCM
1234
Hollencrest Capital Management
California
$7.57K
GEA
1235
Glen Eagle Advisors
New Jersey
$6.63K
MMCM
1236
Murphy & Mullick Capital Management
New York
$6.63K +$6.68K +14 New
FIA
1237
FPC Investment Advisory
California
$6.49K +$6.2K +13 New
PP
1238
PFS Partners
New Jersey
$6.23K
HWM
1239
HighMark Wealth Management
Minnesota
$6.15K
JGIA
1240
Jackson Grant Investment Advisers
Connecticut
$6.15K
CF
1241
Conquis Financial
California
$6.15K +$6.2K +13 New
HWP
1242
Highline Wealth Partners
California
$5.69K -$477 -1 -8%
DPW
1243
DiNuzzo Private Wealth
Pennsylvania
$5.68K
CWM
1244
Centricity Wealth Management
Ohio
$5.68K +$5.73K +12 New
CAM
1245
Creekmur Asset Management
Illinois
$5.21K
CA
1246
Continuum Advisory
Idaho
$5.21K +$3.34K +7 +175%
NRG
1247
Nemes Rush Group
Michigan
$5.21K +$5.25K +11 New
NC
1248
NewSquare Capital
Pennsylvania
$5.21K +$5.25K +11 New
CAC
1249
Core Alternative Capital
Georgia
$4.73K
HNW
1250
High Note Wealth
Minnesota
$4.73K +$4.77K +10 New

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.