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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
GLR
601
Great Lakes Retirement
Ohio
$1.11M +$111K +278 +12%
DADC
602
D.A. Davidson & Co
Montana
$1.11M +$40.2K +101 +4%
DEA
603
DoubleLine ETF Adviser
Florida
$1.09M -$33.8K -85 -3%
SA
604
SpiderRock Advisors
Delaware
$1.09M +$1.03M +2,593 New
AWP
605
Accretive Wealth Partners
New Jersey
$1.09M -$5.17K -13 -0.5%
RWM
606
Rockline Wealth Management
New York
$1.08M +$32.2K +81 +3%
CCM
607
Coldstream Capital Management
Washington
$1.08M +$3.98K +10 +0.4%
GM
608
GeoWealth Management
Illinois
$1.08M +$362K +909 +55%
WTA
609
Washington Trust Advisors
Massachusetts
$1.08M
CAL
610
Capital Analysts LLC
Pennsylvania
$1.07M +$1.59K +4 +0.2%
ST
611
Smithfield Trust
Pennsylvania
$1.06M -$107K -268 -10%
BG
612
Bahl & Gaynor
Ohio
$1.06M
IAA
613
Independent Advisor Alliance
North Carolina
$1.06M +$19.9K +50 +2%
SPIA
614
Steward Partners Investment Advisory
New York
$1.06M -$27.9K -70 -3%
FHB
615
First Hawaiian Bank
Hawaii
$1.06M +$54.9K +138 +6%
HI
616
Horizon Investments
North Carolina
$1.06M +$6.37K +16 +0.6%
HFA
617
Harbert Fund Advisors
Alabama
$1.05M -$298K -750 -23%
MADR
618
Milestones Administradora de Recursos
Brazil
$1.05M +$995K +2,500 New
BFEC
619
Benjamin F. Edwards & Company
Missouri
$1.05M +$162K +406 +20%
LSAG
620
Lake Street Advisors Group
New Hampshire
$1.03M -$43.4K -109 -4%
AMG
621
Asset Management Group
Connecticut
$1.03M
RWP
622
RWA Wealth Partners
Massachusetts
$1.02M
PCIA
623
Prime Capital Investment Advisors
Kansas
$1.02M +$14.3K +36 +2%
EAM
624
Empirical Asset Management
Massachusetts
$1.01M +$113K +284 +13%
BA
625
Ballast Advisors
Minnesota
$1.01M +$64.5K +162 +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.