Moody's
1,206 hedge funds and large institutions have $77.7B invested in Moody's in 2024 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 463 increasing their positions, 397 reducing their positions, and 59 closing their positions.
98% more first-time investments, than exits
New positions opened: 117 | Existing positions closed: 59
83% more call options, than puts
Call options by funds: $106M | Put options by funds: $58.2M
17% more repeat investments, than reductions
Existing positions increased: 463 | Existing positions reduced: 397
11% more capital invested
Capital invested by funds: $70.2B → $77.7B (+$7.5B)
5% more funds holding in top 10
Funds holding in top 10: 43 → 45 (+2)
4% more funds holding
Funds holding: 1,160 → 1,206 (+46)
1.44% less ownership
Funds ownership: 91.39% → 89.95% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$335M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$233M |
| 3 |
Jennison Associates
New York
|
+$200M |
| 4 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$199M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$193M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$687M |
| 2 |
ACM
AKRE Capital Management
Middleburg,
Virginia
|
-$398M |
| 3 |
VAM
Veritas Asset Management
London,
United Kingdom
|
-$394M |
| 4 |
WPL
WINDACRE PARTNERSHIP LLC
Houston,
Texas
|
-$213M |
| 5 |
Ninety One (UK)
London,
United Kingdom
|
-$200M |
MCO Hedge Fund Activity: Q3 2024 in Review
1,206 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q3 2024, worth a combined $77.7B — up 11% from $70.2B a quarter earlier.
Buyers outnumbered sellers: 117 funds opened new MCO positions and 59 closed out — a net gain of 58 holders — while 463 added to existing stakes and 397 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $335M. The largest seller was Morgan Stanley, cutting an estimated $687M.
- 1,206 institutional investors held Moody's (MCO) as of Q3 2024, up from 1,160 in Q2 2024.
- Funds reported $77.7B of Moody's stock for Q3 2024, up 11% quarter-over-quarter.
- 117 funds opened new Moody's positions in Q3 2024 and 59 closed out, a net change of +58 holders.
- The largest Moody's buyer in Q3 2024 was Fidelity Investments, an estimated $335M added.
- The largest Moody's seller in Q3 2024 was Morgan Stanley, an estimated $687M sold.
Based on aggregated 13F filings for Q3 2024.