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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
OTL
1326
Oak Thistle LLC
New York
-$615K -1,295 Closed
SCM
1327
Stevens Capital Management
Pennsylvania
-$605K -1,275 Closed
OAM
1328
Oxford Asset Management
United Kingdom
-$525K -1,107 Closed
I
1329
InceptionR
California
-$490K -1,033 Closed
UWS
1330
Unique Wealth Strategies
Illinois
-$485K -1,022 Closed
GSC
1331
Ground Swell Capital
South Carolina
-$428K -902 Closed
AIMCA
1332
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$427K -900 Closed
MAM
1333
Magellan Asset Management
Australia
-$379K -798 Closed
MPM
1334
MBB Public Markets
Illinois
-$342K -720 Closed
MKA
1335
M. Kulyk & Associates
Georgia
-$341K -719 Closed
APM
1336
Advanced Portfolio Management
New York
-$327K -689 Closed
MIS
1337
Morningstar Investment Services
Illinois
-$323K -682 Closed
NS
1338
NBC Securities
Alabama
-$320K -674 Closed
CC
1339
Corton Capital
Ontario, Canada
-$316K -666 Closed
CFM
1340
Catalyst Funds Management
Australia
-$285K -600 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1341
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$273K -576 Closed
DAS
1342
Dynamic Advisor Solutions
Arizona
-$263K -553 Closed
PFP
1343
Paragon Financial Partners
California
-$237K -500 Closed
SP
1344
Symmetry Partners
Connecticut
-$210K -442 Closed
DWP
1345
Daymark Wealth Partners
Ohio
-$208K -437 Closed
TNAM
1346
Terra Nova Asset Management
New York
-$204K -430 Closed
QIM
1347
Quantitative Investment Management
Virginia
-$201K -424 Closed
JIP
1348
Jaffetilchin Investment Partners
Florida
-$165K -347 Closed
HGA
1349
Hobbs Group Advisors
South Carolina
-$119K -251 Closed
QL
1350
Quarry LP
New York
-$57.9K -122 Closed

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.