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Moody's
MCO

1,204 hedge funds and large institutions have $77.7B invested in Moody's in 2024 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 462 increasing their positions, 397 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 58

81% more call options, than puts

Call options by funds: $105M | Put options by funds: $58.2M

16% more repeat investments, than reductions

Existing positions increased: 462 | Existing positions reduced: 397

11% more capital invested

Capital invested by funds: $70.2B → $77.7B (+$7.5B)

5% more funds holding in top 10

Funds holding in top 10: 43 → 45 (+2)

4% more funds holding

Funds holding: 1,158 → 1,204 (+46)

1.04% less ownership

Funds ownership: 91.39% → 90.35% (-1%)

Holders
1,204
Holders Change
+46
Holders Change %
+3.97%
% of All Funds
17.29%
Holding in Top 10
45
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.65%
% of All Funds
0.65%
New
116
Increased
462
Reduced
397
Closed
58
Calls
$105M
Puts
$58.2M
Net Calls
+$46.9M
Net Calls Change
+$22.5M

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$335M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$335M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$233M
4
Jennison Associates
Jennison Associates
New York
+$200M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$199M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$687M
2
ACM
AKRE Capital Management
Virginia
-$398M
3
VAM
Veritas Asset Management
United Kingdom
-$394M
4
WPL
WINDACRE PARTNERSHIP LLC
Texas
-$213M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$200M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1251
LGT Financial Advisors
Texas
– -$17.7K -42 Closed
DWA
1252
Delos Wealth Advisors
Texas
– -$16K -38 Closed
FCG
1253
Financial Connections Group
California
– -$10K -25 Closed
RWA
1254
Redmont Wealth Advisors
Illinois
– -$10.1K -24 Closed
PCWA
1255
Pacific Capital Wealth Advisors
California
– -$9.68K -23 Closed
VNA
1256
Valley National Advisers
Pennsylvania
– -$7K -18 Closed
TSWM
1257
Tyler-Stone Wealth Management
Ohio
– -$6.74K -16 Closed
RWM
1258
Ruedi Wealth Management
Illinois
– -$2.53K -6 Closed
FW
1259
Fairway Wealth
Ohio
– -$2.1K -5 Closed
DAM
1260
Delta Asset Management
Tennessee
– -$842 -2 Closed
LIA
1261
Lynx Investment Advisory
District of Columbia
– -$842 -2 Closed
OWA
1262
Opal Wealth Advisors
New York
– -$842 -2 Closed
RWMG
1263
Redwood Wealth Management Group
New Jersey
– -$421 -1 Closed
47 48 49 50
51

MCO Hedge Fund Activity: Q3 2024 in Review

1,204 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q3 2024, worth a combined $77.7B — up 11% from $70.2B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new MCO positions and 58 closed out — a net gain of 58 holders — while 462 added to existing stakes and 397 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $335M. The largest seller was Morgan Stanley, cutting an estimated $687M.

  • 1,204 institutional investors held Moody's (MCO) as of Q3 2024, up from 1,158 in Q2 2024.
  • Funds reported $77.7B of Moody's stock for Q3 2024, up 11% quarter-over-quarter.
  • 116 funds opened new Moody's positions in Q3 2024 and 58 closed out, a net change of +58 holders.
  • The largest Moody's buyer in Q3 2024 was International Assets Investment Management, an estimated $335M added.
  • The largest Moody's seller in Q3 2024 was Morgan Stanley, an estimated $687M sold.

Based on aggregated 13F filings for Q3 2024.