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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
CAM
776
Cozad Asset Management
Illinois
$455K -$159K -400 -27%
DS
777
DRW Securities
Illinois
$451K +$425K +1,067 New
BFS
778
Bradley Foster & Sargent
Connecticut
$450K
SF
779
Synovus Financial
Georgia
$447K +$2.79K +7 +0.7%
CSI
780
Cross Staff Investments
New York
$447K
SI
781
Seeds Investor
New York
$446K +$48.5K +122 +13%
HCM
782
Howland Capital Management
Massachusetts
$443K +$15.9K +40 +4%
BWP
783
BSW Wealth Partners
Colorado
$443K -$11.5K -29 -3%
CIC
784
Carnegie Investment Counsel
Ohio
$439K
PP
785
PDS Planning
Ohio
$439K +$4.38K +11 +1%
ACA
786
Aptus Capital Advisors
Alabama
$436K +$33K +83 +9%
TCM
787
Tributary Capital Management
Nebraska
$436K -$9.95K -25 -2%
PIM
788
Penobscot Investment Management
Massachusetts
$436K
RA
789
RFG Advisory
Alabama
$435K -$39.8K -100 -9%
BP
790
Broadleaf Partners
Ohio
$429K -$7.96K -20 -2%
AF
791
Allworth Financial
California
$427K +$131K +329 +52%
P
792
Pitcairn
Pennsylvania
$422K +$66.8K +168 +20%
QPBE
793
Quintet Private Bank (Europe)
Luxembourg
$421K +$3.18K +8 +0.9%
KCM
794
Kanawha Capital Management
Virginia
$421K +$398K +1,001 New
BFIM
795
Beese Fulmer Investment Management
Ohio
$421K
CPW
796
Crestmont Private Wealth
Texas
$419K -$11.5K -29 -3%
RIA
797
Realta Investment Advisors
Delaware
$419K
CIA
798
Concurrent Investment Advisors
Florida
$418K -$112K -282 -22%
CA
799
Commerzbank Aktiengesellschaft
Germany
$412K +$17.1K +43 +5%
IAIM
800
International Assets Investment Management
Florida
$412K +$50.1K +126 +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.