We are live on ! Find out more

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
CWP
901
Cyndeo Wealth Partners
Florida
$282K +$398 +1 +0.1%
IAN
902
Integrated Advisors Network
Texas
$282K +$21.9K +55 +9%
AC
903
Avestar Capital
New York
$282K +$23.1K +58 +9%
WHC
904
Wulff, Hansen & Co
California
$280K
BTI
905
Blue Trust Inc
Georgia
$279K +$221K +555 +356%
CT
906
Caldwell Trust
Florida
$278K
FMLI
907
Fukoku Mutual Life Insurance
Japan
$277K -$15.9K -40 -6%
KWM
908
Kingsview Wealth Management
Oregon
$274K +$49.3K +124 +23%
SC
909
Saybrook Capital
North Carolina
$271K
FCA
910
FinTrust Capital Advisors
South Carolina
$269K +$2.39K +6 +0.9%
EFS
911
Essex Financial Services
Connecticut
$269K +$12.3K +31 +6%
BB
912
Busey Bank
Illinois
$269K -$4.38K -11 -2%
GIA
913
Guyasuta Investment Advisors
Pennsylvania
$268K
AP
914
Adero Partners
California
$268K +$253K +636 New
AWM
915
Accurate Wealth Management
Florida
$266K -$25.9K -65 -10%
HR
916
Howe & Rusling
New York
$264K -$32.2K -81 -11%
EE
917
EWG Elevate
California
$262K
BHIA
918
Birch Hill Investment Advisors
Massachusetts
$261K -$31.8K -80 -11%
GLA
919
Great Lakes Advisors
Illinois
$261K -$22.3K -56 -8%
TLCM
920
Twin Lakes Capital Management
California
$261K
DF
921
Dunhill Financial
United Kingdom
$260K +$241K +607 +5,518%
LHC
922
Little House Capital
Massachusetts
$259K
CAG
923
Crestwood Advisors Group
Massachusetts
$259K +$245K +616 New
FFM
924
Forum Financial Management
Illinois
$259K +$398 +1 +0.2%
MOS
925
MGO One Seven
Ohio
$258K -$34.2K -86 -12%

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.