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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
HSBC Holdings
51
HSBC Holdings
United Kingdom
$196M +$891K +2,239 +0.5%
First Trust Advisors
52
First Trust Advisors
Illinois
$194M -$5.79M -14,564 -3%
BCF
53
BLS Capital Fondsmaeglerselskab
Denmark
$193M -$10.6M -26,592 -5%
UBS Group
54
UBS Group
Switzerland
$183M +$10.6M +26,620 +7%
SP
55
Sarasin & Partners
United Kingdom
$180M +$26.7M +67,118 +19%
Schroder Investment Management Group
56
Schroder Investment Management Group
United Kingdom
$171M -$561K -1,409 -0.3%
CF
57
Canoe Financial
Alberta, Canada
$168M
APG Asset Management
58
APG Asset Management
Netherlands
$162M +$5.24M +13,174 +3%
Barclays
59
Barclays
United Kingdom
$162M -$92.6M -232,691 -38%
Sumitomo Mitsui Trust Group
60
Sumitomo Mitsui Trust Group
Japan
$155M -$9.83M -24,707 -6%
Aviva
61
Aviva
United Kingdom
$148M +$14.6M +36,815 +12%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$142M +$2.78M +6,982 +2%
MNA
63
Manning & Napier Advisors
New York
$141M +$134M +335,770 New
EAM
64
Eagle Asset Management
Florida
$139M -$6.42M -16,125 -5%
Janus Henderson Group
65
Janus Henderson Group
United Kingdom
$130M +$111M +278,886 +950%
Newport Trust Company
66
Newport Trust Company
District of Columbia
$129M -$1.07M -2,688 -0.9%
Harris Associates
67
Harris Associates
Illinois
$129M -$183M -460,527 -60%
National Pension Service
68
National Pension Service
South Korea
$127M +$1.88M +4,734 +2%
EPFB
69
Employees Provident Fund Board
Malaysia
$126M -$20.3M -50,946 -15%
Luther King Capital Management (LKCM)
70
Luther King Capital Management (LKCM)
Texas
$126M -$4.56M -11,463 -4%
HighTower Advisors
71
HighTower Advisors
Illinois
$124M -$4.73M -11,889 -4%
Flossbach Von Storch
72
Flossbach Von Storch
Germany
$123M +$5.01M +12,594 +4%
California Public Employees Retirement System
73
California Public Employees Retirement System
California
$122M -$573K -1,439 -0.5%
SGM
74
Skye Global Management
Florida
$115M -$11.7M -29,422 -10%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$110M +$97.5K +245 +0.1%

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.