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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
FNA
451
First National Advisers
Nebraska
$2.68M +$310K +780 +14%
SFI
452
Siemens Fonds Invest
Germany
$2.67M +$42.2K +106 +2%
TIAA Trust, National Association
453
TIAA Trust, National Association
North Carolina
$2.62M -$1.59K -4 -0.1%
KWM
454
Keebeck Wealth Management
Illinois
$2.6M -$128K -321 -5%
CW
455
CreativeOne Wealth
Kansas
$2.59M -$89.9K -226 -4%
AWS
456
Atria Wealth Solutions
New York
$2.57M -$161K -405 -6%
SIA
457
SkyView Investment Advisors
New Jersey
$2.56M +$245K +617 +11%
RFC
458
Regions Financial Corp
Alabama
$2.54M -$28.2K -71 -1%
ACL
459
Applied Capital LLC
Florida
$2.52M
WTC
460
WhitTier Trust Company
Nevada
$2.51M
CAM
461
Chou Associates Management
Ontario, Canada
$2.48M +$2.35M +5,899 New
SA
462
Sanctuary Advisors
Indiana
$2.47M +$2.61M +6,572 New
LOAME
463
Lombard Odier Asset Management (Europe)
United Kingdom
$2.47M +$2.33M +5,865 New
CP
464
CenterBook Partners
Connecticut
$2.45M -$2.42M -6,076 -51%
NW
465
NewEdge Wealth
Pennsylvania
$2.44M -$158K -396 -6%
CC
466
Centiva Capital
New York
$2.43M +$2.3M +5,772 New
SIM
467
Sterling Investment Management
Arizona
$2.41M +$444K +1,116 +24%
OAC
468
OMERS Administration Corp
Ontario, Canada
$2.4M +$2.27M +5,701 New
SC
469
Saturna Capital
Washington
$2.39M
HNB
470
Huntington National Bank
Ohio
$2.39M +$43.8K +110 +2%
MA
471
MCF Advisors
Kentucky
$2.36M +$42.6K +107 +2%
LI
472
LMCG Investments
Massachusetts
$2.35M -$211K -531 -9%
NB
473
Norinchukin Bank
Japan
$2.34M +$7.16K +18 +0.3%
FCM
474
Fairbanks Capital Management
California
$2.33M +$50.5K +127 +2%
TCA
475
Transcend Capital Advisors
New Jersey
$2.3M -$3.58K -9 -0.2%

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.