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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
ACM
726
Argyle Capital Management
Pennsylvania
$589K
IFU
727
iSAM Funds (UK)
United Kingdom
$574K +$542K +1,363 New
FHA
728
First Horizon Advisors
Tennessee
$571K +$9.55K +24 +2%
GSEP
729
Golden State Equity Partners
California
$571K +$540K +1,357 New
Walleye Trading
730
Walleye Trading
New York
$570K -$730K -1,835 -58%
BHWM
731
Bar Harbor Wealth Management
New Hampshire
$558K
DWT
732
Dorsey & Whitney Trust
South Dakota
$556K -$120K -301 -19%
PAM
733
Panagora Asset Management
Massachusetts
$555K -$14.3K -36 -3%
PCG
734
Prosperity Consulting Group
Maryland
$555K +$61.7K +155 +13%
DC
735
DeDora Capital
California
$553K +$29.4K +74 +6%
CCA
736
Checchi Capital Advisers
California
$548K +$17.5K +44 +4%
ITFISA
737
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$547K +$239K +600 +86%
DP
738
DDD Partners
Washington
$543K
HNB
739
Hilltop National Bank
Wyoming
$542K
APM
740
Advanced Portfolio Management
New York
$541K
SCP
741
Stamos Capital Partners
California
$539K +$509K +1,280 New
FNBT
742
FineMark National Bank & Trust
Florida
$535K
UH
743
Unigestion Holding
Switzerland
$533K -$689K -1,731 -56%
SIA
744
Schechter Investment Advisors
Michigan
$532K +$25.1K +63 +5%
LSA
745
Leonteq Securities AG
Switzerland
$531K +$374K +940 +293%
PHAM
746
Palisades Hudson Asset Management
Florida
$530K
FIM
747
Freedom Investment Management
Connecticut
$528K +$19.9K +50 +4%
CIS
748
Custom Index Systems
New York
$522K +$494K +1,241 New
HB
749
HTLF Bank
Colorado
$522K
JIC
750
Johnson Investment Counsel
Ohio
$513K -$27.5K -69 -5%

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.