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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
OAM
276
Oppenheimer Asset Management
New York
$9.09M +$1.24M +3,105 +17%
Creative Planning
277
Creative Planning
Kansas
$8.76M +$708K +1,779 +9%
MCM
278
Makena Capital Management
California
$8.75M +$1.16M +2,911 +16%
Daiwa Securities Group
279
Daiwa Securities Group
Japan
$8.72M +$786K +1,975 +11%
SC
280
Scotia Capital
Ontario, Canada
$8.68M +$330K +829 +4%
MSS
281
Mitchell Sinkler & Starr
Pennsylvania
$8.61M -$1.35M -3,397 -15%
US Bancorp
282
US Bancorp
Minnesota
$8.58M +$1.28M +3,223 +19%
OA
283
Oxbow Advisors
Texas
$8.57M -$177K -446 -2%
NAM
284
Nissay Asset Management
Japan
$8.52M +$384K +966 +5%
CCM
285
Carderock Capital Management
Maryland
$8.49M +$217K +546 +3%
FDP
286
Financiere des Professionnels
Quebec, Canada
$8.48M +$798K +2,006 +11%
YCM
287
Yousif Capital Management
Michigan
$8.42M -$707K -1,778 -8%
MOACM
288
Mutual of America Capital Management
New York
$8.34M -$330K -830 -4%
IG
289
ING Group
Netherlands
$8.18M -$167K -421 -2%
DWA
290
Douglass Winthrop Advisors
New York
$8.17M -$321K -808 -4%
TBA
291
Tower Bridge Advisors
Pennsylvania
$8.09M -$948K -2,384 -11%
Cetera Investment Advisers
292
Cetera Investment Advisers
Illinois
$7.92M +$23.9K +60 +0.3%
LFM
293
LGT Fund Management
Liechtenstein
$7.83M +$7.1M +17,837 +2,316%
CAM
294
Cresset Asset Management
Illinois
$7.61M +$1.67M +4,191 +30%
BS
295
Banco Santander
Spain
$7.44M -$10.5M -26,309 -60%
AIM
296
Avanda Investment Management
Singapore
$7.39M -$2.63M -6,605 -27%
LIM
297
Lingotto Investment Management
United Kingdom
$7.35M +$2.2M +5,522 +46%
Macquarie Group
298
Macquarie Group
Australia
$7.25M +$804K +2,021 +13%
PI
299
PineBridge Investments
New York
$7.25M +$6.85M +17,221 New
IMRF
300
Illinois Municipal Retirement Fund
Illinois
$7.21M

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.