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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
THWM
376
Taylor Hoffman Wealth Management
Virginia
$4.11M +$64.8K +163 +2%
AQR Capital Management
377
AQR Capital Management
Connecticut
$4.11M -$224K -563 -5%
Mercer Global Advisors
378
Mercer Global Advisors
Colorado
$4.1M +$640K +1,608 +20%
Cambridge Investment Research Advisors
379
Cambridge Investment Research Advisors
Iowa
$4.06M +$2.05M +5,142 +114%
CPIG
380
Chicago Partners Investment Group
Illinois
$3.99M -$404K -1,016 -10%
TFA
381
Transamerica Financial Advisors
Florida
$3.97M
AA
382
Altrafin AG
$3.95M +$643K +1,617 +21%
WHAM
383
Windmill Hill Asset Management
United Kingdom
$3.94M
GT
384
Glenview Trust
Kentucky
$3.91M -$139K -350 -4%
NIC
385
Northwest Investment Counselors
Oregon
$3.86M -$51.7K -130 -1%
KeyBank National Association
386
KeyBank National Association
Ohio
$3.85M +$492K +1,236 +16%
WCM
387
Wedge Capital Management
North Carolina
$3.84M -$2.46M -6,182 -40%
SAM
388
Securian Asset Management
Minnesota
$3.8M -$84.3K -212 -2%
MCM
389
Moore Capital Management
New York
$3.79M +$1.02M +2,568 +40%
IC
390
IEQ Capital
California
$3.77M +$303K +762 +9%
LSERS
391
Louisiana State Employees Retirement System
Louisiana
$3.75M -$119K -300 -3%
BA
392
Bridgewater Associates
Connecticut
$3.74M -$3.73M -9,378 -51%
KA
393
Kerrisdale Advisers
Florida
$3.7M -$350K -880 -9%
SSWM
394
Smith Salley Wealth Management
North Carolina
$3.69M +$341K +857 +11%
OIA
395
OneDigital Investment Advisors
Kansas
$3.68M +$1.33M +3,335 +62%
Osaic Holdings
396
Osaic Holdings
Arizona
$3.68M +$18.3K +46 +0.5%
BPCA
397
Bank Pictet & Cie (Asia)
Singapore
$3.67M +$140K +353 +4%
TI
398
Tidal Investments
Wisconsin
$3.66M +$724K +1,821 +26%
PVI
399
Pine Valley Investments
New Jersey
$3.62M +$563K +1,416 +20%
A
400
Allianz
Germany
$3.62M

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.