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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
QI
626
Qtron Investments
Massachusetts
$1.01M
OC
627
Oppenheimer & Co
New York
$1M -$2.39K -6 -0.3%
SC
628
Savant Capital
Illinois
$1M -$43K -108 -4%
PA
629
Profund Advisors
Maryland
$993K -$22.3K -56 -2%
TSWM
630
Triangle Securities Wealth Management
North Carolina
$991K -$12.7K -32 -1%
LA
631
LBP AM
France
$988K -$918K -2,308 -50%
SA
632
SRN Advisors
Pennsylvania
$976K
LWCFA
633
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$969K -$7.96K -20 -0.9%
HWMA
634
Heritage Wealth Management (Arizona)
Arizona
$968K -$101K -253 -10%
HFO
635
Heritage Family Offices
Arizona
$968K +$915K +2,299 New
Millennium Management
636
Millennium Management
New York
$965K -$28M -70,276 -97%
EWA
637
Encompass Wealth Advisors
Oregon
$947K
AF
638
Aviso Financial
Ontario, Canada
$947K +$894K +2,248 New
PI
639
PEAK6 Investments
Illinois
$940K +$888K +2,232 +111,600%
MCM
640
Maple Capital Management
Vermont
$928K
1C
641
1623 Capital
Virginia
$926K -$6.6M -16,600 -88%
WPC
642
Wedmont Private Capital
Pennsylvania
$917K +$71.6K +180 +10%
Verition Fund Management
643
Verition Fund Management
Connecticut
$909K -$573K -1,440 -40%
RSWM
644
Robertson Stephens Wealth Management
California
$877K +$5.57K +14 +0.7%
LKIM
645
Lawson Kroeker Investment Management
Nebraska
$871K
FC
646
FORA Capital
Florida
$870K +$425K +1,067 +107%
CTC
647
Central Trust Company
Missouri
$869K -$43.8K -110 -5%
VCA
648
Verdence Capital Advisors
Maryland
$864K -$13.1K -33 -2%
SL
649
Sentry LLC
Tennessee
$860K
RCA
650
Roberts Capital Advisors
Colorado
$858K

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.