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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
WBC
751
Westpac Banking Corp
Australia
$512K
PCP
752
Proficio Capital Partners
Massachusetts
$511K +$12.7K +32 +3%
CSIC
753
Clifford Swan Investment Counsel
California
$509K -$9.95K -25 -2%
HTC
754
Haverford Trust Company
Pennsylvania
$506K +$1.99K +5 +0.4%
Fayez Sarofim & Co
755
Fayez Sarofim & Co
Texas
$505K
SP
756
Symmetry Partners
Connecticut
$504K
LPT
757
Legacy Private Trust
Wisconsin
$504K
PEA
758
Park Edge Advisors
Ohio
$501K
CRC
759
Curi RMB Capital
Illinois
$500K -$149K -374 -24%
NCFG
760
New Century Financial Group
New Jersey
$500K +$138K +346 +41%
FB
761
Fulton Bank
Pennsylvania
$498K +$105K +264 +29%
PAMG
762
Patton Albertson Miller Group
Tennessee
$495K +$27.1K +68 +6%
SCA
763
Snowden Capital Advisors
New York
$487K +$48.1K +121 +12%
H
764
HoyleCohen
California
$480K +$7.56K +19 +2%
MAG
765
Mayfair Advisory Group
Alabama
$471K
TCOV
766
Trust Company of Vermont
Vermont
$470K
CA
767
Cornerstone Advisory
Maryland
$469K +$1.59K +4 +0.4%
IWC
768
Integrated Wealth Concepts
Massachusetts
$466K +$42.2K +106 +11%
WIC
769
Wilkins Investment Counsel
Massachusetts
$463K
KLCM
770
KG&L Capital Management
Louisiana
$461K +$55.7K +140 +15%
UWS
771
Unique Wealth Strategies
Illinois
$461K
FCP
772
Fidelis Capital Partners
Florida
$461K -$11.5K -29 -3%
ETC
773
Exchange Traded Concepts
Oklahoma
$459K +$16.7K +42 +4%
CI
774
CX Institutional
Indiana
$456K -$4.38K -11 -1%
SWA
775
Stratos Wealth Advisors
Ohio
$456K +$5.97K +15 +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.