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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
TRCT
476
Tower Research Capital (TRC)
New York
$2.29M +$1.02M +2,571 +89%
KCM
477
Kornitzer Capital Management
Kansas
$2.27M
ECM
478
Exchange Capital Management
Michigan
$2.25M -$64.8K -163 -3%
EF
479
Empirical Finance
Pennsylvania
$2.25M -$158K -398 -7%
FCM
480
Fortis Capital Management
Washington
$2.23M -$1.78M -4,467 -46%
ISL
481
Ingalls & Snyder LLC
New York
$2.23M
MYLI
482
Meiji Yasuda Life Insurance
Japan
$2.21M +$280K +705 +15%
VAS
483
Vestmark Advisory Solutions
Massachusetts
$2.2M +$8.36K +21 +0.4%
AWA
484
Arete Wealth Advisors
Illinois
$2.2M +$2.08M +5,226 New
VCMGDR
485
Vinland Capital Management Gestora de Recursos
Brazil
$2.18M +$540K +1,358 +36%
NIM
486
NEOS Investment Management
Connecticut
$2.14M +$417K +1,047 +26%
KRSITF
487
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.13M -$51.3K -129 -2%
GPI
488
General Partner Inc
Pennsylvania
$2.12M -$177K -446 -8%
NGA
489
Naples Global Advisors
Florida
$2.12M -$18.3K -46 -0.9%
VF
490
Virtu Financial
New York
$2.12M +$2M +5,030 New
NMIMC
491
Northwestern Mutual Investment Management Company
Wisconsin
$2.1M +$1.19K +3 +0.1%
DT
492
Diversified Trust
Tennessee
$2.1M +$83.2K +209 +4%
EF
493
Empowered Funds
Pennsylvania
$2.08M +$55.7K +140 +3%
CG
494
Caprock Group
Idaho
$2.06M +$691K +1,737 +55%
BFC
495
Blue Fin Capital
Rhode Island
$2.04M +$26.7K +67 +1%
ICM
496
IMS Capital Management
Oregon
$2.04M +$15.1K +38 +0.9%
Teacher Retirement System of Texas
497
Teacher Retirement System of Texas
Texas
$2M -$1.59M -3,999 -46%
VPI
498
Value Partners Investments
Manitoba, Canada
$1.99M +$215K +540 +13%
AWM
499
Apollon Wealth Management
South Carolina
$1.98M +$150K +376 +9%
BEC
500
Blue Edge Capital
Virginia
$1.97M -$5.17K -13 -0.3%

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.