Moody's
1,133 hedge funds and large institutions have $65.4B invested in Moody's in 2024 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 410 increasing their positions, 396 reducing their positions, and 72 closing their positions.
63% more first-time investments, than exits
New positions opened: 117 | Existing positions closed: 72
3% more funds holding
Funds holding: 1,101 → 1,133 (+32)
4% more repeat investments, than reductions
Existing positions increased: 410 | Existing positions reduced: 396
0% more call options, than puts
Call options by funds: $77.8M | Put options by funds: $77.7M
3% less capital invested
Capital invested by funds: $67.4B → $65.4B (-$2.04B)
3.22% less ownership
Funds ownership: 94.39% → 91.17% (-3.2%)
15% less funds holding in top 10
Funds holding in top 10: 48 → 41 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$328M |
| 2 |
CF
Canoe Financial
Calgary,
Alberta, Canada
|
+$165M |
| 3 |
BlackRock
New York
|
+$150M |
| 4 |
AIM
Allen Investment Management
New York
|
+$98M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$79.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.53B |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$486M |
| 3 |
PAM
PineStone Asset Management
Montreal,
Quebec, Canada
|
-$309M |
| 4 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$277M |
| 5 |
VAM
Veritas Asset Management
London,
United Kingdom
|
-$187M |
MCO Hedge Fund Activity: Q1 2024 in Review
1,133 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q1 2024, worth a combined $65.4B — down 3% from $67.4B a quarter earlier.
Buyers outnumbered sellers: 117 funds opened new MCO positions and 72 closed out — a net gain of 45 holders — while 410 added to existing stakes and 396 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $328M. The largest seller was Morgan Stanley, cutting an estimated $1.53B.
- 1,133 institutional investors held Moody's (MCO) as of Q1 2024, up from 1,101 in Q4 2023.
- Funds reported $65.4B of Moody's stock for Q1 2024, down 3% quarter-over-quarter.
- 117 funds opened new Moody's positions in Q1 2024 and 72 closed out, a net change of +45 holders.
- The largest Moody's buyer in Q1 2024 was JP Morgan Chase, an estimated $328M added.
- The largest Moody's seller in Q1 2024 was Morgan Stanley, an estimated $1.53B sold.
Based on aggregated 13F filings for Q1 2024.