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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
IPW
851
Invictus Private Wealth
Colorado
$349K -$28.2K -71 -8%
MCM
852
Mattern Capital Management
Colorado
$346K +$63.7K +160 +24%
MCM
853
Manchester Capital Management
Vermont
$344K +$5.57K +14 +2%
AA
854
Addison Advisors
Vermont
$343K +$8.36K +21 +3%
BCM
855
Boltwood Capital Management
California
$343K -$1.99K -5 -0.6%
BWP
856
Baldwin Wealth Partners
Massachusetts
$343K
BWP
857
Balboa Wealth Partners
Arizona
$338K +$13.9K +35 +5%
NB
858
NBT Bank
New York
$338K -$71.2K -179 -18%
AP
859
Atwood & Palmer
Missouri
$337K
WIC
860
Woodmont Investment Counsel
Tennessee
$337K
AC
861
Allstate Corporation
Illinois
$335K
PWMAG
862
Pinnacle Wealth Management Advisory Group
New Jersey
$335K +$61.3K +154 +24%
Loomis, Sayles & Company
863
Loomis, Sayles & Company
Massachusetts
$335K +$1.19K +3 +0.4%
GWM
864
GSB Wealth Management
Connecticut
$334K
PA
865
PFG Advisors
Arizona
$332K -$79.6K -200 -20%
FAM
866
Fenimore Asset Management
New York
$331K
GA
867
Gateway Advisory
New Jersey
$329K -$2.79K -7 -0.9%
CI
868
Conning Inc
Connecticut
$327K +$9.15K +23 +3%
HT
869
Heritage Trust
Oklahoma
$326K
CAM
870
Close Asset Management
United Kingdom
$326K +$175K +440 +131%
LC
871
Lindbrook Capital
California
$325K -$74K -186 -19%
GI
872
GAMMA Investing
California
$324K +$109K +273 +55%
Winslow Capital Management
873
Winslow Capital Management
Minnesota
$320K -$55.3K -139 -15%
MAM
874
McLean Asset Management
Virginia
$316K +$3.58K +9 +1%
VAF
875
Values Added Financial
District of Columbia
$315K +$1.59K +4 +0.5%

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.