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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
LPL Financial
126
LPL Financial
California
$53.6M +$2.16M +4,527 +4%
Axa
127
Axa
France
$52.7M -$18.3M -38,298 -26%
Korea Investment Corp
128
Korea Investment Corp
South Korea
$52.6M +$5.74M +12,019 +12%
Wells Fargo
129
Wells Fargo
California
$51.6M -$1.84M -3,846 -3%
DekaBank Deutsche Girozentrale
130
DekaBank Deutsche Girozentrale
Germany
$51.6M
BFS
131
Baskin Financial Services
Ontario, Canada
$51M -$288K -603 -0.6%
CIPU
132
Caledonia Investments plc (UK)
United Kingdom
$50.2M
MVIP
133
Mar Vista Investment Partners
California
$49.9M +$491K +1,028 +1%
Corient Private Wealth
134
Corient Private Wealth
Florida
$49.8M -$3.66M -7,665 -7%
TFP
135
Triple Frond Partners
California
$49.5M -$1.81M -3,800 -4%
APG Asset Management
136
APG Asset Management
Netherlands
$49.2M +$38M +79,689 +286%
Pictet Asset Management
137
Pictet Asset Management
Switzerland
$48.7M +$4.15M +8,701 +9%
State of Wisconsin Investment Board
138
State of Wisconsin Investment Board
Wisconsin
$47.1M -$4.89M -10,238 -9%
Bank of Nova Scotia
139
Bank of Nova Scotia
Ontario, Canada
$46.8M +$10M +21,030 +27%
JCM
140
Junto Capital Management
New York
$46.8M +$47.1M +98,787 New
First Manhattan
141
First Manhattan
New York
$46.7M -$2.02M -4,227 -4%
Manulife (Manufacturers Life Insurance)
142
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$45.2M +$53.5K +112 +0.1%
DB
143
Danske Bank
Denmark
$44.5M +$4.98M +10,429 +12%
Teacher Retirement System of Texas
144
Teacher Retirement System of Texas
Texas
$43.7M +$13.1M +27,484 +42%
KK
145
KLP Kapitalforvaltning
Norway
$42.2M +$42.6M +89,161 New
GC
146
Gillson Capital
Illinois
$41.9M +$17.7M +37,125 +72%
Chevy Chase Trust
147
Chevy Chase Trust
Maryland
$41.8M -$1.44M -3,016 -3%
PI
148
PineBridge Investments
New York
$41.8M -$2.88M -6,026 -6%
KBC Group
149
KBC Group
Belgium
$41.6M +$2.01M +4,221 +5%
NONA
150
Ninety One North America
New York
$41.5M -$1.79M -3,747 -4%

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.