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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
MAM
576
Mystic Asset Management
Rhode Island
$1.26M
GC
577
Guggenheim Capital
Illinois
$1.25M -$3.28M -8,239 -73%
SW
578
SVB Wealth
Massachusetts
$1.25M -$60.1K -151 -5%
CL
579
Choreo LLC
Illinois
$1.25M +$823K +2,068 +233%
MFG
580
Monte Financial Group
Connecticut
$1.23M -$398 -1 -0%
PS
581
Principal Securities
Iowa
$1.22M -$9.95K -25 -0.9%
Capstone Investment Advisors
582
Capstone Investment Advisors
New York
$1.22M -$244K -613 -17%
LCM
583
Landscape Capital Management
New Jersey
$1.21M -$576K -1,447 -33%
SC
584
Sepio Capital
Utah
$1.21M -$48.5K -122 -4%
WPW
585
Waldron Private Wealth
Pennsylvania
$1.21M +$82.8K +208 +8%
RAM
586
Redmond Asset Management
Virginia
$1.2M -$65.6K -165 -5%
HWM
587
HB Wealth Management
Georgia
$1.19M +$177K +446 +19%
RJT
588
Raymond James Trust
Florida
$1.17M -$44.2K -111 -4%
AG
589
AlTi Global
New York
$1.16M +$1.1M +2,757 New
SWM
590
Sendero Wealth Management
Texas
$1.16M -$1.87M -4,691 -63%
MCM
591
MAI Capital Management
Ohio
$1.16M +$80.4K +202 +8%
OIS
592
Okabena Investment Services
Minnesota
$1.16M -$295K -742 -21%
EWM
593
Evermay Wealth Management
Virginia
$1.15M
MYAM
594
Meiji Yasuda Asset Management
Japan
$1.15M +$182K +457 +20%
AWM
595
Avitas Wealth Management
California
$1.15M +$8.75K +22 +0.8%
KFI
596
Key Financial Inc
Pennsylvania
$1.15M -$31.8K -80 -3%
BPA
597
Beacon Pointe Advisors
California
$1.13M -$451K -1,134 -30%
EIP
598
Epoch Investment Partners
New York
$1.13M
AAS
599
Avantax Advisory Services
Texas
$1.12M +$590K +1,483 +125%
UB
600
UMB Bank
Missouri
$1.12M -$78.4K -197 -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.