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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
PM
326
Penbrook Management
New York
$5.75M -$39.8K -100 -0.7%
GIBU
327
Gulf International Bank (UK)
United Kingdom
$5.74M
Nordea Investment Management
328
Nordea Investment Management
Sweden
$5.74M +$441K +1,108 +9%
OPERF
329
Oregon Public Employees Retirement Fund
Oregon
$5.69M +$39.8K +100 +0.7%
Kovitz Investment Group Partners
330
Kovitz Investment Group Partners
Illinois
$5.68M +$321K +808 +6%
Man Group
331
Man Group
United Kingdom
$5.59M +$2.4M +6,044 +84%
PP
332
Prudential plc
United Kingdom
$5.57M -$317K -796 -6%
TAF
333
Tredje AP-fonden
Sweden
$5.56M -$1.59M -3,986 -23%
CCG
334
Cloverfields Capital Group
Minnesota
$5.54M -$47.3K -119 -0.9%
TC
335
Trium Capital
United Kingdom
$5.53M -$1.96M -4,936 -27%
DILIC
336
Dai-ichi Life Insurance Company
Japan
$5.49M +$493K +1,240 +11%
Allspring Global Investments
337
Allspring Global Investments
North Carolina
$5.46M +$95.5K +240 +2%
PE
338
Point72 Europe
United Kingdom
$5.39M -$3.22M -8,100 -39%
RJFSA
339
Raymond James Financial Services Advisors
Florida
$5.33M +$267K +672 +6%
BZWA
340
Blue Zone Wealth Advisors
California
$5.33M -$63.3K -159 -1%
TRSOTSOK
341
Teachers Retirement System of the State of Kentucky
Kentucky
$5.29M -$141K -355 -3%
NPT
342
National Philanthropic Trust
Pennsylvania
$5.26M
MSRPS
343
Maryland State Retirement & Pension System
Maryland
$5.2M
Rockefeller Capital Management
344
Rockefeller Capital Management
New York
$5.16M +$391K +984 +9%
LC
345
Lincoln Capital
Nebraska
$5.13M -$19.5K -49 -0.4%
MSU
346
Mizuho Securities USA
New York
$5.1M +$4.82M +12,107 New
AWM
347
AE Wealth Management
Kansas
$5.06M +$4.45M +11,184 +1,346%
BCP
348
Bluegrass Capital Partners
Florida
$5.05M
Baird Financial Group
349
Baird Financial Group
Wisconsin
$5.03M -$444K -1,116 -9%
CGH
350
Crossmark Global Holdings
Texas
$5.01M -$1.17M -2,938 -20%

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.