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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
PCM
876
Penserra Capital Management
California
$314K +$398 +1 +0.1%
SMWM
877
Silvia McColl Wealth Management
California
$312K
AIA
878
Angeles Investment Advisors
California
$312K +$295K +741 New
6F
879
626 Financial
Michigan
$311K
Tudor Investment Corp
880
Tudor Investment Corp
Connecticut
$311K -$573K -1,440 -66%
CGPCS
881
Capital Group Private Client Services
California
$307K
Group One Trading
882
Group One Trading
Illinois
$305K +$288K +724 New
CF
883
Convergence Financial
Missouri
$304K +$287K +722 New
CA
884
Carson Advisory
Georgia
$303K
MKA
885
M. Kulyk & Associates
Georgia
$303K -$35.8K -90 -11%
GIA
886
Gladstone Institutional Advisory
Florida
$297K -$1.19K -3 -0.4%
SMA
887
Sage Mountain Advisors
Georgia
$296K +$280K +704 New
PWPS
888
Pinnacle Wealth Planning Services
Ohio
$295K -$1.99K -5 -0.7%
LAM
889
L2 Asset Management
Massachusetts
$294K +$25.1K +63 +10%
BMCM
890
Bryn Mawr Capital Management
Pennsylvania
$291K
AWM
891
Aprio Wealth Management
Georgia
$290K +$33.8K +85 +14%
FHA
892
Flagship Harbor Advisors
Massachusetts
$290K -$7.56K -19 -3%
SIM
893
Sentry Investment Management
Wisconsin
$288K -$55.7K -140 -17%
PTC
894
Petrus Trust Company
Texas
$288K +$272K +684 New
DAS
895
Dynamic Advisor Solutions
Arizona
$287K +$20.7K +52 +8%
ACGA
896
Atlanta Consulting Group Advisors
Georgia
$285K
EA
897
Everpar Advisors
Oklahoma
$285K +$50.9K +128 +23%
PFA
898
Plotkin Financial Advisors
Maryland
$285K +$269K +677 New
RIL
899
Rothschild Investment LLC
Illinois
$285K +$52.1K +131 +24%
WFI
900
West Family Investments
California
$284K

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.