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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
QC
1001
Quent Capital
New York
$138K +$398 +1 +0.3%
SC
1002
SouthState Corp
Florida
$136K +$24.7K +62 +24%
TPCW
1003
TD Private Client Wealth
New York
$133K -$92.3K -232 -42%
SIC
1004
Salem Investment Counselors
North Carolina
$131K
JFA
1005
JNBA Financial Advisors
Minnesota
$126K
YAL
1006
Your Advocates Ltd
Texas
$126K
LI
1007
LRI Investments
Florida
$123K +$107K +269 +1,121%
FFA
1008
First Foundation Advisors
California
$123K
LS
1009
Livforsakringsbolaget Skandia
Sweden
$118K -$39.8K -100 -26%
RMC
1010
Resources Management Corp
Connecticut
$112K
EPW
1011
Evergreen Private Wealth
Colorado
$107K
HGA
1012
Hobbs Group Advisors
South Carolina
$106K +$99.9K +251 New
NSIM
1013
North Star Investment Management
Illinois
$103K
SIS
1014
Sound Income Strategies
Florida
$97.7K
TFM
1015
TFC Financial Management
Massachusetts
$97.2K
ZB
1016
Zions Bancorporation
Utah
$96.8K -$1.19K -3 -1%
DMBA
1017
Deseret Mutual Benefit Administrators
Utah
$90.9K
ATPW
1018
Ashton Thomas Private Wealth
Arizona
$89.2K -$153K -385 -64%
HFM
1019
Harvest Fund Management
China
$89K
SSB
1020
Sandy Spring Bank
Maryland
$88.6K +$14.7K +37 +21%
MLA
1021
MB, Levis & Associates
Pennsylvania
$84.2K
MRCM
1022
M&R Capital Management
New Jersey
$84.2K
RCM
1023
Raleigh Capital Management
North Carolina
$84.2K +$11.5K +29 +17%
AGWCA
1024
Annis Gardner Whiting Capital Advisors
Florida
$77.9K +$796 +2 +1%
CMP
1025
Coston McIsaac & Partners
Maine
$76K

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.