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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
BMC
676
Benin Management Corp
Connecticut
$759K +$717K +1,803 New
PCS
677
Personal CFO Solutions
New Jersey
$757K -$10.3K -26 -1%
BFM
678
Boothbay Fund Management
New York
$753K +$711K +1,788 New
GA
679
Geller Advisors
New York
$748K -$17.5K -44 -2%
BBHC
680
Brown Brothers Harriman & Co
New York
$743K +$1.99K +5 +0.3%
VFA
681
Valeo Financial Advisors
Indiana
$739K +$46.5K +117 +7%
HNWAG
682
High Net Worth Advisory Group
Florida
$734K
WKWM
683
Walter & Keenan Wealth Management
Indiana
$726K -$13.1K -33 -2%
NP
684
NorthRock Partners
Minnesota
$725K +$84.7K +213 +14%
IA
685
IFP Advisors
Florida
$722K +$12.7K +32 +2%
SC
686
Syon Capital
California
$712K +$27.1K +68 +4%
EI
687
Ellevest Inc
New York
$711K +$38.2K +96 +6%
PIMG
688
Patriot Investment Management Group
Tennessee
$711K
SVWAG
689
Sound View Wealth Advisors Group
Georgia
$711K +$398 +1 +0.1%
MG
690
Mather Group
Illinois
$710K +$26.7K +67 +4%
BCM
691
Brookstone Capital Management
Illinois
$705K +$615K +1,546 New
CI
692
Cigna Investments
Connecticut
$705K -$4.77K -12 -0.7%
AIP
693
Ameritas Investment Partners
Nebraska
$696K -$19.5K -49 -3%
ATC
694
Argent Trust Co
Tennessee
$695K +$33K +83 +5%
MWM
695
Mission Wealth Management
California
$689K +$86.7K +218 +15%
BCWM
696
Bartlett & Co Wealth Management
Ohio
$684K -$398 -1 -0.1%
CGL
697
Clarius Group LLC
Washington
$681K -$19.1K -48 -3%
TC
698
TownSquare Capital
Utah
$676K +$153K +384 +31%
FFA
699
Farther Finance Advisors
California
$665K +$329K +828 +110%
Lido Advisors
700
Lido Advisors
California
$665K +$83.5K +210 +15%

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.