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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
MAS
526
Meeder Advisory Services
Ohio
$1.64M +$467K +1,175 +43%
LCM
527
Legato Capital Management
California
$1.64M -$489K -1,230 -24%
BF
528
BOK Financial
Oklahoma
$1.63M -$115K -288 -7%
AWM
529
Angeles Wealth Management
California
$1.63M +$10.3K +26 +0.7%
CFG
530
Citizens Financial Group
Rhode Island
$1.62M +$87.1K +219 +6%
LFAS
531
Level Four Advisory Services
Texas
$1.59M -$164K -411 -10%
MFGM
532
Marshall Financial Group (Maryland)
Maryland
$1.58M +$29.4K +74 +2%
IMCOOI
533
Investment Management Corp of Ontario (IMCO)
Canada
$1.58M +$438K +1,100 +41%
CA
534
Clearstead Advisors
Ohio
$1.57M +$309K +777 +26%
GEM
535
Global Endowment Management
North Carolina
$1.57M +$189K +475 +15%
AFS
536
Aft Forsyth & Sober
Florida
$1.57M
Jones Financial Companies
537
Jones Financial Companies
Missouri
$1.56M +$1.34M +3,370 +1,012%
BBA
538
Baader Bank Aktiengesellschaft
Germany
$1.55M +$796K +2,001 +118%
LRIC
539
Long Road Investment Counsel
Michigan
$1.55M
Nomura Holdings
540
Nomura Holdings
Japan
$1.55M +$963K +2,420 +193%
SFA
541
Sequoia Financial Advisors
Ohio
$1.53M +$44.6K +112 +3%
MMA
542
Miracle Mile Advisors
California
$1.52M +$81.6K +205 +6%
WI
543
WBI Investments
New Jersey
$1.51M +$1.42M +3,578 New
KIA
544
Knollwood Investment Advisory
Maryland
$1.5M +$164K +411 +13%
BRWA
545
B. Riley Wealth Advisors
Florida
$1.49M +$32.2K +81 +2%
T. Rowe Price Investment Management
546
T. Rowe Price Investment Management
Maryland
$1.49M -$972K -2,444 -41%
EGM
547
Engineers Gate Manager
New York
$1.45M -$499K -1,253 -27%
PAG
548
Private Advisor Group
New Jersey
$1.45M +$131K +330 +11%
AAP
549
Arax Advisory Partners
Colorado
$1.44M +$381K +958 +39%
BG
550
Bollard Group
Massachusetts
$1.43M +$761K +1,914 +129%

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.