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1,158 hedge funds and large institutions have $70.2B invested in Moody's in 2024 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 418 increasing their positions, 392 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 72

50% more call options, than puts

Call options by funds: $72.9M | Put options by funds: $48.6M

7% more capital invested

Capital invested by funds: $65.4B → $70.2B (+$4.84B)

5% more funds holding in top 10

Funds holding in top 10: 4143 (+2)

2% more funds holding

Funds holding: 1,1321,158 (+26)

7% more repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 392

0.21% more ownership

Funds ownership: 91.17%91.39% (+0.21%)

Holders
1,158
Holders Change
+26
Holders Change %
+2.3%
% of All Funds
16.72%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
0.62%
New
111
Increased
418
Reduced
392
Closed
72
Calls
$72.9M
Puts
$48.6M
Net Calls
+$24.4M
Net Calls Change
+$24.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
251
Vontobel Holding
Switzerland
$11.9M -$935K -2,349 -8%
MGWM
252
Marks Group Wealth Management
Minnesota
$11.7M +$212K +533 +2%
AT
253
AMF Tjänstepension
Sweden
$11.7M
GIM
254
Generate Investment Management
New Zealand
$11.7M +$1.39M +3,494 +14%
AZ
255
Aquamarine Zurich
Switzerland
$11.4M
Truist Financial
256
Truist Financial
North Carolina
$11.3M -$580K -1,457 -5%
Public Sector Pension Investment Board (PSP Investments)
257
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11.2M +$691K +1,737 +7%
URS
258
Utah Retirement Systems
Utah
$11M -$575K -1,446 -5%
HIM
259
HughesLittle Investment Management
$10.9M -$4.57M -11,479 -31%
Qube Research & Technologies (QRT)
260
Qube Research & Technologies (QRT)
United Kingdom
$10.6M -$41.5M -104,296 -81%
EI
261
Ethic Inc
New York
$10.4M +$148K +371 +2%
SLAM
262
Swiss Life Asset Management
$10.4M +$6.73M +16,915 +220%
Pathstone Holdings
263
Pathstone Holdings
New Jersey
$10.3M +$559K +1,406 +6%
DSAM
264
Dock Street Asset Management
Florida
$10.3M -$203K -509 -2%
American Century Companies
265
American Century Companies
Missouri
$10.3M +$1.81M +4,548 +23%
NYLIM
266
New York Life Investment Management
New York
$10.2M +$73.6K +185 +0.8%
GAM
267
Gotham Asset Management
New York
$9.96M +$5.96M +14,972 +172%
Allianz Asset Management
268
Allianz Asset Management
Germany
$9.88M +$50.1K +126 +0.5%
Commonwealth Equity Services
269
Commonwealth Equity Services
Massachusetts
$9.81M +$429K +1,079 +5%
RHAM
270
Round Hill Asset Management
California
$9.78M -$2.74M -6,882 -23%
OSAM
271
O'Shaughnessy Asset Management
Connecticut
$9.61M +$1.23M +3,096 +16%
Public Employees Retirement Association of Colorado
272
Public Employees Retirement Association of Colorado
Colorado
$9.59M -$265K -665 -3%
AIP
273
Alapocas Investment Partners
Massachusetts
$9.53M -$37.8K -95 -0.4%
CIBC Asset Management
274
CIBC Asset Management
Ontario, Canada
$9.26M -$455K -1,144 -5%
DCM
275
Donaldson Capital Management
Indiana
$9.15M +$2.4M +6,035 +38%

MCO Hedge Fund Activity: Q2 2024 in Review

1,158 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q2 2024, worth a combined $70.2B — up 7.4% from $65.4B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new MCO positions and 72 closed out — a net gain of 39 holders — while 418 added to existing stakes and 392 trimmed.

The largest buyer was TCI Fund Management, adding an estimated $417M. The largest seller was Baillie Gifford & Co, cutting an estimated $316M.

  • 1,158 institutional investors held Moody's (MCO) as of Q2 2024, up from 1,132 in Q1 2024.
  • Funds reported $70.2B of Moody's stock for Q2 2024, up 7.4% quarter-over-quarter.
  • 111 funds opened new Moody's positions in Q2 2024 and 72 closed out, a net change of +39 holders.
  • The largest Moody's buyer in Q2 2024 was TCI Fund Management, an estimated $417M added.
  • The largest Moody's seller in Q2 2024 was Baillie Gifford & Co, an estimated $316M sold.

Based on aggregated 13F filings for Q2 2024.