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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
NEI
951
Northwest & Ethical Investments
Ontario, Canada
$232K +$59.7K +150 +38%
EWA
952
EverSource Wealth Advisors
Alabama
$231K -$17.9K -45 -8%
KCM
953
Kathmere Capital Management
Pennsylvania
$230K -$2.39K -6 -1%
AG
954
Ascent Group
Virginia
$230K +$15.1K +38 +7%
ACI
955
Alpha Cubed Investments
California
$229K -$3.98K -10 -2%
CAM
956
Cypress Asset Management
Texas
$227K
VT
957
Vise Technologies
New York
$227K +$215K +540 New
SHJ
958
Sharkey, Howes & Javer
Colorado
$226K
RPWA
959
Regent Peak Wealth Advisors
Georgia
$226K +$1.99K +5 +0.9%
PWM
960
Prosperity Wealth Management
California
$224K
CWM
961
CMH Wealth Management
New Hampshire
$224K +$212K +533 New
RIM
962
Reliant Investment Management
Tennessee
$222K
CWM
963
Chesapeake Wealth Management
Virginia
$221K
EP
964
Edgestream Partners
New Jersey
$219K -$195K -491 -49%
WF
965
Wayfinding Financial
Washington
$219K +$208K +522 New
QWP
966
Quotient Wealth Partners
Texas
$218K +$206K +518 New
EL
967
EWA LLC
Pennsylvania
$216K +$190K +478 New
WCP
968
Wick Capital Partners
Pennsylvania
$215K +$203K +510 New
TPI
969
Trust Point Inc
Wisconsin
$214K -$25.1K -63 -11%
TWA
970
TCI Wealth Advisors
Arizona
$212K +$201K +504 New
EFA
971
Edge Financial Advisors
Illinois
$212K +$200K +503 New
TFF
972
The Family Firm
Maryland
$212K +$200K +503 New
PTC
973
Private Trust Company
Ohio
$211K +$31K +78 +18%
QCM
974
Qsemble Capital Management
New York
$211K +$200K +502 New
BHBT
975
Burke & Herbert Bank & Trust
Virginia
$210K -$23.9K -60 -11%

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.