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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
M
701
MOTCO
Texas
$664K
Wolverine Trading
702
Wolverine Trading
Illinois
$662K +$625K +1,572 New
TF
703
Threadgill Financial
Texas
$659K +$33.8K +85 +6%
Dodge & Cox
704
Dodge & Cox
California
$659K
BW
705
Bison Wealth
Georgia
$652K
SF
706
Summit Financial
New Jersey
$652K +$203K +510 +49%
CWM
707
Circle Wealth Management
New Jersey
$652K -$42.6K -107 -6%
CRWM
708
Castle Rock Wealth Management
California
$651K
EWM
709
Evercore Wealth Management
New York
$648K -$5.97K -15 -1%
Empower Advisory Group
710
Empower Advisory Group
Colorado
$647K -$2.79K -7 -0.5%
ATS
711
Ashton Thomas Securities
New York
$646K +$588K +1,479 New
PGIM
712
Pacific Global Investment Management
California
$634K -$61.7K -155 -9%
BDA
713
Borer Denton & Associates
Pennsylvania
$634K
STA
714
Summit Trail Advisors
New York
$633K +$118K +297 +25%
VWM
715
Venturi Wealth Management
Texas
$633K +$579K +1,455 +3,031%
SMG
716
Smart Money Group
Texas
$632K +$65.6K +165 +14%
RFA
717
Resurgent Financial Advisors
Georgia
$628K +$137K +345 +30%
VAG
718
VisionPoint Advisory Group
Texas
$618K +$157K +394 +37%
AAIS
719
ABN AMRO Investment Solutions
$618K +$335K +843 +135%
BAM
720
Brave Asset Management
New Jersey
$616K
QCG
721
Quadrant Capital Group
Ohio
$615K +$78K +196 +15%
DBRC
722
D.B. Root & Company
Pennsylvania
$607K -$99.5K -250 -15%
LCWP
723
Legacy Capital Wealth Partners
Arkansas
$604K +$571K +1,434 New
SAM
724
Smartleaf Asset Management
Massachusetts
$598K +$179K +450 +46%
FTWA
725
Fifth Third Wealth Advisors
Ohio
$596K +$563K +1,415 New

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.