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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
FDCP
1076
Foster Dykema Cabot & Partners
Massachusetts
$17.9K
LFA
1077
LGT Financial Advisors
Texas
$17.7K +$16.7K +42 New
PWMG
1078
Private Wealth Management Group
New Jersey
$16K
CTA
1079
Colonial Trust Advisors
South Carolina
$16K -$1.59K -4 -10%
DWA
1080
Delos Wealth Advisors
Texas
$16K
S
1081
Sachetta
Massachusetts
$15.6K +$1.19K +3 +10%
AWM
1082
Abound Wealth Management
Tennessee
$15.3K +$796 +2 +6%
KPP
1083
Kings Path Partners
Texas
$14.3K +$13.5K +34 New
AWM
1084
Avior Wealth Management
Nebraska
$13.5K -$259K -652 -95%
SWS
1085
SYSTM Wealth Solutions
Illinois
$13.1K -$751K -1,887 -98%
FFO
1086
Fortitude Family Office
Arizona
$13K +$5.57K +14 +82%
MWA
1087
MFA Wealth Advisors
Pennsylvania
$13K +$12.3K +31 New
RFG
1088
REAP Financial Group
Texas
$12.9K -$1.59K -4 -11%
SVCP
1089
Silicon Valley Capital Partners
California
$12.7K
MFT
1090
Moisand Fitzgerald Tamayo
Florida
$11.8K
TSMHT
1091
Thurston Springer Miller Herd & Titak
Indiana
$11.8K +$11.1K +28 New
AP
1092
Aspect Partners
Virginia
$11.4K
MHR
1093
Matthew Hamilton Rosenberg
$11K +$10.3K +26 New
PPC
1094
Park Place Capital
Alabama
$10.9K -$5.57K -14 -35%
LB
1095
Legacy Bridge
Iowa
$10.5K
QL
1096
Quarry LP
New York
$10.5K -$6.76K -17 -40%
RWA
1097
Redmont Wealth Advisors
Illinois
$10.1K
FCG
1098
Financial Connections Group
California
$10K +$9.95K +25 New
LCM
1099
Logan Capital Management
Pennsylvania
$9.68K
PCWA
1100
Pacific Capital Wealth Advisors
California
$9.68K +$3.58K +9 +64%

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.