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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
PCFFS
1251
Pacific Center for Financial Services
California
$4.26K
PWMG
1252
Prestige Wealth Management Group
New Jersey
$4.26K
BGAI
1253
Bruce G. Allen Investments
Colorado
$4.26K
CSWM
1254
Cassady Schiller Wealth Management
Ohio
$4.26K +$4.29K +9 New
CWP
1255
Clark Wealth Partners
Illinois
$4.26K +$4.29K +9 New
EPAM
1256
Evelyn Partners Asset Management
$4.26K +$4.29K +9 New
VWA
1257
Valued Wealth Advisors
Utah
$3.79K -$955 -2 -20%
SIC
1258
SJS Investment Consulting
Ohio
$3.79K -$477 -1 -11%
MAS
1259
MPWM Advisory Solutions
Georgia
$3.79K +$3.82K +8 New
SIM
1260
Synergy Investment Management
Florida
$3.79K +$3.82K +8 New
WCM
1261
WealthTrak Capital Management
Virginia
$3.79K +$3.82K +8 New
CCM
1262
Chilton Capital Management
Texas
$3.31K -$477 -1 -13%
WIM
1263
Westside Investment Management
California
$3.31K
TCA
1264
Trifecta Capital Advisors
Illinois
$2.84K
TC
1265
Truvestments Capital
Florida
$2.84K
JFGIW
1266
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.5K -$177K -371 -99%
WWM
1267
Wolff Wiese Magana
California
$2.37K
BSB
1268
Bangor Savings Bank
Maine
$2.37K +$2.39K +5 New
PWA
1269
Principia Wealth Advisory
Texas
$2.37K +$2.39K +5 New
CWA
1270
Carolina Wealth Advisors
South Carolina
$1.89K
NL
1271
NVWM LLC
Pennsylvania
$1.89K
WW
1272
Winnow Wealth
Texas
$1.53K +$1.91K +4 New
TCM
1273
TD Capital Management
Tennessee
$1.42K +$1.43K +3 New
KB
1274
Kimelman & Baird
New York
$1.42K
CWM
1275
Cranbrook Wealth Management
Michigan
$1.42K +$1.43K +3 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.