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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
T
1026
TOBAM
France
$73K +$19.1K +48 +38%
CFFP
1027
Center for Financial Planning
Michigan
$66.5K
SOW
1028
State of Wyoming
Wyoming
$66.1K -$1.99K -5 -3%
SCM
1029
Silvant Capital Management
Georgia
$66.1K
PGAM
1030
Princeton Global Asset Management
New Jersey
$64.8K
TF
1031
Tompkins Financial
New York
$63.1K
TFIPS
1032
Towarzystwo Funduszy Inwestycyjnych PZU SA
$63.1K
EC
1033
EntryPoint Capital
New York
$61.5K +$19.9K +50 +52%
GCGDR
1034
Geo Capital Gestora de Recursos
Brazil
$59K -$1.59K -4 -3%
MB
1035
Mizuho Bank
Japan
$58.9K +$55.7K +140 New
ATC
1036
Advantage Trust Company
Kansas
$56K
BIA
1037
Bell Investment Advisors
California
$55.1K
DJSG
1038
D.J. St. Germain
Massachusetts
$54.7K
FMII
1039
Farmers & Merchants Investments Inc
Nebraska
$54.3K
ACA
1040
Atlas Capital Advisors
Wyoming
$53.9K -$2.39K -6 -4%
HH
1041
HWG Holdings
Texas
$53.5K +$50.5K +127 New
PMFA
1042
Plante Moran Financial Advisors
Michigan
$52.6K
AWM
1043
Atticus Wealth Management
Florida
$48.4K -$11.9K -30 -21%
GWM
1044
Geneos Wealth Management
Colorado
$48.4K +$4.38K +11 +11%
CSB
1045
City State Bank
Iowa
$44.6K
AA
1046
Ancora Advisors
Ohio
$43.1K
CWM
1047
Compass Wealth Management
Connecticut
$42.9K
MCM
1048
MV Capital Management
Maryland
$42.5K +$796 +2 +2%
RA
1049
Rise Advisors
New York
$38K
CAS
1050
Coppell Advisory Solutions
Texas
$37.5K +$35.4K +89 New

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.