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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
KRS
351
Kentucky Retirement Systems
Kentucky
$4.98M -$46.9K -118 -1%
CM
352
Crestline Management
Texas
$4.95M +$4.68M +11,758 New
MPM
353
MBB Public Markets
Illinois
$4.92M +$4.33M +10,877 +1,355%
BP
354
Ballentine Partners
Massachusetts
$4.89M +$252K +634 +6%
MPPLM
355
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.83M +$46.5K +117 +1%
GI
356
GAMCO Investors
Connecticut
$4.79M +$4.53M +11,382 New
LOPW
357
Live Oak Private Wealth
North Carolina
$4.77M +$44.6K +112 +1%
FCM
358
Fogel Capital Management
Florida
$4.77M +$69.6K +175 +2%
Mirae Asset Global Investments
359
Mirae Asset Global Investments
South Korea
$4.75M -$10.5M -26,357 -70%
BP
360
BNP Paribas
France
$4.7M +$169K +426 +4%
MGP
361
Metis Global Partners
California
$4.69M +$51.3K +129 +1%
QCM
362
QRG Capital Management
Illinois
$4.53M -$199K -501 -4%
Wealthfront Advisers
363
Wealthfront Advisers
California
$4.43M -$403K -1,013 -9%
JGUA
364
John G. Ullman & Associates
New York
$4.42M -$139K -350 -3%
FA
365
Fiduciary Alliance
South Carolina
$4.39M +$188K +472 +5%
FT
366
Fiduciary Trust
Massachusetts
$4.33M -$32.2K -81 -0.8%
AI
367
Atom Investors
Texas
$4.28M +$2.21M +5,550 +120%
IWS
368
Insight Wealth Strategies
California
$4.26M +$212K +532 +6%
CA
369
Cornerstone Advisors
North Carolina
$4.25M -$676K -1,700 -14%
TAMH
370
Taikang Asset Management (HK)
Hong Kong
$4.25M
Wealth Enhancement Advisory Services
371
Wealth Enhancement Advisory Services
Minnesota
$4.24M -$100K -252 -2%
HIMCH
372
Hartford Investment Management Co (HIMCO)
Connecticut
$4.24M -$41.4K -104 -1%
KM
373
KP Management
Minnesota
$4.21M
RC
374
Roundview Capital
New Jersey
$4.19M +$784K +1,970 +25%
PFM
375
Patton Fund Management
Texas
$4.13M -$765K -1,924 -16%

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.