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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
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$106M +$5.13M +12,891 +5%
Axa
77
Axa
France
$105M -$10.8M -27,237 -10%
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$98.4M -$2.8M -7,043 -3%
BGCP
79
Bristol Gate Capital Partners
Ontario, Canada
$98.2M -$4.83M -12,137 -5%
Ameriprise
80
Ameriprise
Minnesota
$95.5M -$968K -2,434 -1%
Credit Agricole
81
Credit Agricole
France
$93.3M +$84.3M +211,961 +2,191%
Mitsubishi UFJ Trust & Banking
82
Mitsubishi UFJ Trust & Banking
Japan
$92.5M -$21.7M -54,657 -20%
CAM
83
Congress Asset Management
Massachusetts
$92.4M +$3.84M +9,659 +5%
Bank of Nova Scotia
84
Bank of Nova Scotia
Ontario, Canada
$92.2M +$50.9M +128,038 +141%
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$91.3M -$29M -72,921 -25%
CIC
86
Chilton Investment Company
Connecticut
$90.2M +$3.45M +8,661 +4%
MG
87
Markel Group
Virginia
$90M
CM
88
Cercano Management
Washington
$82.5M
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$78.9M -$8.64M -21,705 -11%
TAM
90
Troy Asset Management
United Kingdom
$78.5M -$267K -672 -0.4%
YL
91
YCG LLC
Texas
$77.3M +$19.9K +50 +0%
JWBC
92
John W. Bristol & Co
New York
$77.2M -$1.53M -3,842 -2%
Wellington Management Group
93
Wellington Management Group
Massachusetts
$73.9M +$7.36M +18,508 +12%
Caisse de Depot et Placement du Quebec (CDPQ)
94
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$73.5M +$33.7M +84,592 +94%
AllianceBernstein
95
AllianceBernstein
Tennessee
$73.2M +$1.31M +3,294 +2%
Two Sigma Advisers
96
Two Sigma Advisers
New York
$72.7M -$50.4M -126,700 -42%
Focus Partners Wealth
97
Focus Partners Wealth
Massachusetts
$72.3M +$35.2M +88,358 +106%
ESBC
98
E.S. Barr & Co
Kentucky
$71.9M -$1.19M -2,980 -2%
Aberdeen Group
99
Aberdeen Group
United Kingdom
$71.8M +$8.7M +21,859 +15%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$70.7M -$673K -1,691 -1%

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.