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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
AA
976
Alta Advisers
United Kingdom
$210K
PFP
977
Paragon Financial Partners
California
$210K +$199K +500 New
PI
978
PGGM Investments
Netherlands
$210K
MFS
979
Mirabella Financial Services
United Kingdom
$209K +$198K +497 New
PGFC
980
Peapack-Gladstone Financial Corp
New Jersey
$206K +$195K +489 New
AIA
981
Alera Investment Advisors
Illinois
$206K +$195K +489 New
Federated Hermes
982
Federated Hermes
Pennsylvania
$205K -$2.79K -7 -1%
CWAG
983
Compton Wealth Advisory Group
Virginia
$204K +$193K +484 New
WHCFA
984
William Howard & Co Financial Advisors
Tennessee
$200K +$189K +475 New
BFO
985
Boston Family Office
Massachusetts
$200K +$189K +476 New
CFO
986
CVA Family Office
Colorado
$192K +$1.59K +4 +0.9%
GRP
987
Global Retirement Partners
California
$187K +$91.9K +231 +108%
UFF
988
USA Financial Formulas
Michigan
$187K -$83.2K -209 -32%
MPWT
989
MassMutual Private Wealth & Trust
Connecticut
$175K +$28.6K +72 +21%
AT
990
Arlington Trust
Alabama
$175K
B
991
Birchbrook
Maine
$168K
ICM
992
Islay Capital Management
Texas
$165K -$11.1K -28 -7%
HI
993
Harbour Investments
Wisconsin
$163K -$12.7K -32 -8%
CYG
994
Clean Yield Group
Vermont
$154K -$53.7K -135 -27%
MME
995
Meag Munich Ergo
Germany
$149K
HCP
996
Hexagon Capital Partners
Arkansas
$148K +$18.3K +46 +15%
JFGIW
997
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$145K +$85.9K +216 +169%
PFBT
998
Parkside Financial Bank & Trust
Missouri
$144K -$796 -2 -0.6%
CH
999
Cromwell Holdings
Wyoming
$144K +$136K +343 New
GBT
1000
Grove Bank & Trust
Florida
$142K

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.