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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
FLPIM
826
F.L. Putnam Investment Management
Massachusetts
$384K +$58.5K +147 +19%
AIMCA
827
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$379K -$1.07M -2,700 -75%
SB
828
Simmons Bank
Arkansas
$376K -$137K -345 -28%
BIG
829
Brooklyn Investment Group
New York
$375K
AC
830
Abbrea Capital
California
$370K
MA
831
Mutual Advisors
Nebraska
$368K +$325K +817 New
RHJA
832
Rice Hall James & Associates
California
$367K -$1.59K -4 -0.5%
BBP
833
Banco BTG Pactual
Brazil
$367K
SB
834
Sunflower Bank
Texas
$366K -$2.79K -7 -0.8%
RAM
835
Roanoke Asset Management
New Jersey
$365K
BSW
836
Buckingham Strategic Wealth
Missouri
$364K +$5.17K +13 +2%
APG
837
Abacus Planning Group
South Carolina
$362K +$4.77K +12 +1%
GL
838
Graypoint LLC
New York
$362K +$61.3K +154 +22%
FPCP
839
Fort Point Capital Partners
California
$361K -$11.1K -28 -3%
ANBT
840
American National Bank & Trust
Texas
$361K +$12.3K +31 +4%
WWM
841
Western Wealth Management
Colorado
$358K -$2.79K -7 -0.8%
4WM
842
4J Wealth Management
Virginia
$358K
HIM
843
Hanlon Investment Management
New Jersey
$358K +$35K +88 +12%
MAM
844
Magellan Asset Management
Australia
$357K +$69.2K +174 +26%
OWA
845
Outlook Wealth Advisors
Texas
$353K +$334K +839 New
CHA
846
Carmichael Hill & Associates
Maryland
$353K
GFP
847
Gryphon Financial Partners
Ohio
$351K +$332K +834 New
PA
848
Procyon Advisors
Connecticut
$351K -$22.3K -56 -6%
HCMT
849
Highland Capital Management (Tennessee)
Tennessee
$351K -$2.37M -5,956 -88%
LFA
850
Legacy Financial Advisors
Kentucky
$349K -$4.38K -11 -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.