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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
BFG
551
Bleakley Financial Group
New Jersey
$1.43M -$41K -103 -3%
SW
552
Simplicity Wealth
New Jersey
$1.43M -$34.2K -86 -2%
MFG
553
Merit Financial Group
Georgia
$1.41M -$72K -181 -5%
QIM
554
Quantitative Investment Management
Virginia
$1.41M +$147K +369 +12%
CCMG
555
Clark Capital Management Group
Pennsylvania
$1.4M +$7.56K +19 +0.6%
CCG
556
Cypress Capital Group
Florida
$1.4M
SA
557
Shilanski & Associates
Alaska
$1.37M -$7.96K -20 -0.6%
VI
558
Vestcor Inc
New Brunswick, Canada
$1.37M
ET
559
Equitable Trust
Tennessee
$1.36M
BIM
560
Bridges Investment Management
Nebraska
$1.36M +$253K +635 +24%
HFS
561
Hantz Financial Services
Michigan
$1.35M +$104K +262 +9%
Carson Wealth (CWM LLC)
562
Carson Wealth (CWM LLC)
Nebraska
$1.35M +$43K +108 +3%
Bank Julius Baer & Co
563
Bank Julius Baer & Co
Switzerland
$1.34M -$129K -323 -10%
ASN
564
Advisory Services Network
Georgia
$1.34M -$3.58K -9 -0.3%
HPC
565
HM Payson & Co
Maine
$1.34M
HBT
566
Hills Bank & Trust
Iowa
$1.31M -$38.2K -96 -3%
WIA
567
Westbourne Investment Advisors
Maryland
$1.31M -$123K -310 -9%
IIC
568
Ironwood Investment Counsel
Arizona
$1.31M
AIM
569
Anchor Investment Management
South Carolina
$1.28M
AI
570
AXS Investments
New York
$1.28M -$83.9K -211 -6%
VSQM
571
V-Square Quantitative Management
Illinois
$1.28M -$152K -381 -11%
PFPT
572
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.28M
MSAM
573
Moloney Securities Asset Management
Missouri
$1.27M +$50.1K +126 +4%
PAS
574
Park Avenue Securities
New York
$1.26M +$6.37K +16 +0.5%
LWA
575
Lineweaver Wealth Advisors
Ohio
$1.26M -$655K -1,647 -35%

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.