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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
Principal Financial Group
26
Principal Financial Group
Iowa
$537M -$52.8M -132,626 -9%
VFCM
27
Valley Forge Capital Management
Florida
$513M
Invesco
28
Invesco
Georgia
$476M +$19.3M +48,578 +4%
AP
29
Altarock Partners
Florida
$458M +$114M +286,945 +36%
AIM
30
Allen Investment Management
New York
$422M +$43.2M +108,632 +12%
Charles Schwab
31
Charles Schwab
California
$401M +$12M +30,097 +3%
Deutsche Bank
32
Deutsche Bank
Germany
$394M -$14.1M -35,522 -4%
VAM
33
Veritas Asset Management
United Kingdom
$394M -$68.3M -171,701 -16%
Neuberger Berman Group
34
Neuberger Berman Group
New York
$371M +$35.4M +89,058 +11%
Brown Advisory
35
Brown Advisory
Maryland
$361M +$8.91M +22,397 +3%
N
36
Nuveen
North Carolina
$352M +$37.3M +93,861 +13%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$328M +$2.25M +5,664 +0.7%
AC
38
AKO Capital
United Kingdom
$314M +$13.5M +34,011 +5%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$297M +$27.3M +68,563 +11%
Bank of America
40
Bank of America
North Carolina
$257M +$609K +1,531 +0.3%
Mitsubishi UFJ Asset Management
41
Mitsubishi UFJ Asset Management
Japan
$252M +$15.9M +39,853 +7%
VOYA Investment Management
42
VOYA Investment Management
Georgia
$252M +$12.1M +30,316 +5%
T. Rowe Price Associates
43
T. Rowe Price Associates
Maryland
$249M +$70.9M +178,109 +43%
Franklin Resources
44
Franklin Resources
California
$242M +$17.2M +43,216 +8%
SAM
45
Storebrand Asset Management
Norway
$241M -$1.9M -4,788 -0.8%
DDC
46
DF Dent & Co
Maryland
$219M -$6.88M -17,281 -3%
MA
47
Marshfield Associates
District of Columbia
$218M +$999K +2,512 +0.5%
Amundi
48
Amundi
France
$205M -$11.4M -28,683 -6%
CCM
49
Cantillon Capital Management
New York
$204M -$9.86M -24,789 -5%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$204M -$14.9M -37,347 -7%

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.