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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
HGIM
501
High Ground Investment Management
United Kingdom
$1.96M -$6.16M -15,483 -77%
RPC
502
Rossmore Private Capital
Connecticut
$1.94M
CG
503
Cynosure Group
Utah
$1.93M +$1.82M +4,577 New
Northwestern Mutual Wealth Management
504
Northwestern Mutual Wealth Management
Wisconsin
$1.9M +$167K +419 +10%
Bessemer Group
505
Bessemer Group
New Jersey
$1.89M -$7.16K -18 -0.4%
KHCM
506
Kirtland Hills Capital Management
Ohio
$1.87M -$1.19K -3 -0.1%
ACM
507
Accent Capital Management
Ohio
$1.86M -$4.38K -11 -0.2%
BIAS
508
Beacon Investment Advisory Services
New Jersey
$1.82M -$147K -370 -8%
FRA
509
Frank Rimerman Advisors
California
$1.79M +$1.7M +4,264 New
Squarepoint
510
Squarepoint
New York
$1.79M -$4.77K -12 -0.3%
PA
511
Parallel Advisors
California
$1.77M -$187K -471 -10%
RB
512
Rodgers Brothers
Pennsylvania
$1.76M +$1.19K +3 +0.1%
WSFS
513
Wilmington Savings Fund Society
Delaware
$1.76M -$14.3K -36 -0.9%
DC
514
Davenport & Co
Virginia
$1.76M +$107K +270 +7%
HAG
515
HighPoint Advisor Group
Illinois
$1.75M +$3.58K +9 +0.2%
ESB
516
Essex Savings Bank
Connecticut
$1.73M -$5.57K -14 -0.3%
S
517
SignatureFD
Georgia
$1.73M +$60.5K +152 +4%
LTAS
518
Linden Thomas Advisory Services
North Carolina
$1.72M +$204K +514 +14%
HA
519
HHLR Advisors
Cayman Islands
$1.7M -$60.4M -151,816 -97%
FWCM
520
Ferguson Wellman Capital Management
Oregon
$1.7M -$53.7K -135 -3%
VST
521
Van Strum & Towne
California
$1.68M
TWC
522
TD Waterhouse Canada
Ontario, Canada
$1.68M +$43K +108 +3%
FTDI
523
First Trust Direct Indexing
Massachusetts
$1.67M +$282K +708 +22%
JF
524
Jump Financial
Illinois
$1.66M +$303K +761 +24%
TYCC
525
Texas Yale Capital Corp
Florida
$1.66M

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.