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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
SWM
1051
Spire Wealth Management
Virginia
$36.6K -$7.96K -20 -19%
SWM
1052
Sugarloaf Wealth Management
Georgia
$36.6K
OAJ
1053
Ogorek Anthony Joseph
New York
$35K
OIAM
1054
OFI Invest Asset Management
France
$34.2K +$3.18K +8 +10%
C
1055
Covestor
United Kingdom
$34K -$54.5K -137 -63%
WPA
1056
West Paces Advisors
Georgia
$31.6K
VCM
1057
Versant Capital Management
Arizona
$31.6K +$15.9K +40 +114%
BEI
1058
Benjamin Edwards Inc
Missouri
$30K +$3.18K +8 +13%
OC
1059
Oakworth Capital
Alabama
$29.5K
JWA
1060
JFS Wealth Advisors
Pennsylvania
$28.6K -$398 -1 -1%
CT
1061
Clearstead Trust
Maine
$27.8K
PH
1062
Pinnacle Holdings
Oklahoma
$27.4K +$25.9K +65 New
WAS
1063
Wesleyan Assurance Society
United Kingdom
$25K
AF
1064
Advisornet Financial
Minnesota
$24.8K +$1.99K +5 +9%
EBA
1065
Eagle Bay Advisors
New York
$24K +$4.77K +12 +27%
CJ
1066
Caitlin John
Michigan
$23.6K
GKIM
1067
GW&K Investment Management
Massachusetts
$23K +$1.59K +4 +8%
BWL
1068
Bogart Wealth LLC
Virginia
$22.7K
SS
1069
Sunbelt Securities
Texas
$22.7K
FMP
1070
Financial Management Professionals
Texas
$22K +$1.19K +3 +6%
DCP
1071
DSM Capital Partners
Florida
$20.2K
MAM
1072
Meeder Asset Management
Ohio
$20.2K +$796 +2 +4%
ADL
1073
Asset Dedication LLC
California
$19.8K
RTC
1074
Riverview Trust Company
Washington
$18.9K
WWP
1075
WR Wealth Planners
Missouri
$18.5K +$7.56K +19 +76%

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.