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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
CCA
926
Childress Capital Advisors
Texas
$257K -$1.59K -4 -0.7%
DC
927
Diametric Capital
Massachusetts
$255K +$241K +606 New
MFC
928
Morris Financial Concepts
South Carolina
$255K -$49.7K -125 -17%
CAM
929
Claret Asset Management
Quebec, Canada
$253K +$31.4K +79 +15%
ECM
930
EagleClaw Capital Management
Massachusetts
$253K
HWA
931
HCR Wealth Advisors
California
$253K
PFA
932
Pathway Financial Advisors
Vermont
$253K
RWS
933
Resolute Wealth Strategies
Mississippi
$253K
FNBTCON
934
First National Bank & Trust Co of Newtown
Pennsylvania
$253K
JFG
935
Jefferies Financial Group
New York
$252K +$238K +599 New
KP
936
Keel Point
Alabama
$249K +$9.55K +24 +5%
HC
937
Hamilton Capital
Ohio
$248K -$21.1K -53 -8%
SLG
938
Stanley-Laman Group
Pennsylvania
$246K
MSWM
939
McGlone Suttner Wealth Management
Wisconsin
$245K -$84.7K -213 -25%
AFG
940
Atomi Financial Group
New York
$244K +$231K +580 New
JEST
941
JTC Employer Solutions Trustee
Jersey
$244K
MIS
942
Morningstar Investment Services
Illinois
$242K +$229K +576 New
KIG
943
Kowal Investment Group
Wisconsin
$242K -$38.2K -96 -14%
CSPIA
944
Cary Street Partners Investment Advisory
Virginia
$242K +$15.9K +40 +7%
TWP
945
Tyche Wealth Partners
Texas
$240K -$1.99K -5 -0.9%
PIM
946
Plato Investment Management
Australia
$239K
DZ Bank
947
DZ Bank
Germany
$237K +$796 +2 +0.4%
WA
948
Waverly Advisors
Alabama
$236K +$223K +560 New
SWP
949
Stratos Wealth Partners
Ohio
$235K +$15.1K +38 +7%
NS
950
NBC Securities
Alabama
$234K

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.