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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
HWA
1276
Heritage Wealth Advisors
Virginia
$1.42K
HFS
1277
Horizon Financial Services
North Carolina
$1.42K
WA
1278
WestEnd Advisors
North Carolina
$1.42K
BTD
1279
BankPlus Trust Department
Mississippi
$1.42K +$1.43K +3 New
LDB
1280
Lee, Danner & Bass
Tennessee
$1.42K +$1.43K +3 New
1IA
1281
1620 Investment Advisors
Massachusetts
$1.4K
WCM
1282
Winthrop Capital Management
Indiana
$1K +$1.43K +3 New
WTFG
1283
Wood Tarver Financial Group
Idaho
$1K +$1.91K +4 New
PIS
1284
POM Investment Strategies
North Carolina
$947
AIP
1285
Arrowpoint Investment Partners
Singapore
$947 +$955 +2 New
CAWM
1286
Capital A Wealth Management
Pennsylvania
$947 +$955 +2 New
GSWM
1287
Golden State Wealth Management
California
$947 +$955 +2 New
KBFS
1288
Kohmann Bosshard Financial Services
Ohio
$947 +$955 +2 New
PWM
1289
Parkworth Wealth Management
California
$947 +$955 +2 New
SMAM
1290
Sugar Maple Asset Management
Wisconsin
$947 +$955 +2 New
CAM
1291
Chesapeake Asset Management
New York
$946 +$477 +1 +100%
PEAK6
1292
PEAK6
Illinois
$887 +$955 +2 New
SIM
1293
Studio Investment Management
Illinois
$474
WBC
1294
West Branch Capital
Massachusetts
$474
MSWM
1295
Mowery & Schoenfeld Wealth Management
Illinois
$474 +$477 +1 New
CWP
1296
Concord Wealth Partners
Virginia
$473
CTB
1297
Country Trust Bank
Illinois
$473
CCMI
1298
Creative Capital Management Investments
California
$473
SN
1299
Sittner & Nelson
Oregon
$473 +$477 +1 New
YDMI
1300
Y.D. More Investments
Israel
$251 +$50.1K +105 +119%

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.