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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
LCAM
201
London & Capital Asset Management
United Kingdom
$24M -$1.14M -2,392 -4%
SO
202
STRS Ohio
Ohio
$24M -$1.02M -2,141 -4%
CIBC Private Wealth Group
203
CIBC Private Wealth Group
Georgia
$23.9M -$300K -629 -1%
Kayne Anderson Rudnick Investment Management
204
Kayne Anderson Rudnick Investment Management
California
$23.9M +$3.48M +7,288 +17%
BDLIB
205
Banque de Luxembourg Investments (BLI)
Luxembourg
$23.7M +$23.9M +50,000 New
OMG
206
One Madison Group
New York
$23.7M +$23.9M +50,000 New
RAM
207
Resona Asset Management
Japan
$23.6M -$1.32M -2,766 -5%
BFM
208
Boston Financial Management
Massachusetts
$23.2M -$1.29M -2,703 -5%
Select Equity Group
209
Select Equity Group
New York
$23.1M -$7.44M -15,595 -24%
WF
210
Welch & Forbes
Massachusetts
$22.8M +$25.3K +53 +0.1%
MIM
211
MetLife Investment Management
New Jersey
$22.8M +$147K +308 +0.6%
UM
212
UniSuper Management
Australia
$22.8M +$1.08M +2,272 +5%
X
213
Xponance
Pennsylvania
$22.5M +$1.11M +2,320 +5%
ASRS
214
Arizona State Retirement System
Arizona
$22.3M +$39.6K +83 +0.2%
CNAM
215
Campbell Newman Asset Management
Wisconsin
$22.3M -$1.59M -3,331 -7%
FG
216
Fiduciary Group
Georgia
$22.1M -$176K -368 -0.8%
AIM
217
Achmea Investment Management
Netherlands
$21.5M -$496K -1,039 -2%
Macquarie Group
218
Macquarie Group
Australia
$21.3M +$15.4M +32,278 +171%
William Blair & Company
219
William Blair & Company
Illinois
$21.3M -$891K -1,867 -4%
SOMRS
220
State of Michigan Retirement System
Michigan
$21.3M -$239K -500 -1%
Cerity Partners
221
Cerity Partners
New York
$20.9M +$1.89M +3,968 +10%
Allianz Asset Management
222
Allianz Asset Management
Germany
$20.5M +$9.4M +19,699 +84%
CF
223
Corebridge Financial
Texas
$20.3M -$493K -1,032 -2%
FAF
224
Fjarde Ap-fonden
Sweden
$20.3M +$2.67M +5,600 +15%
1832 Asset Management
225
1832 Asset Management
Ontario, Canada
$20.1M -$50.9M -106,545 -71%

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.