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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
CWC
1101
Carolinas Wealth Consulting
North Carolina
$9.26K -$398 -1 -4%
AW
1102
Avion Wealth
Texas
$9K +$2.79K +7 +44%
HIA
1103
Harbor Investment Advisory
Maryland
$7.58K +$796 +2 +13%
LFG
1104
Larson Financial Group
Missouri
$7.45K +$1.59K +4 +29%
CFD
1105
Creative Financial Designs
Indiana
$7.31K
AIC
1106
Archer Investment Corporation
Indiana
$7.16K
VNA
1107
Valley National Advisers
Pennsylvania
$7K -$398 -1 -5%
FFA
1108
Frazier Financial Advisors
Ohio
$6.74K
TSWM
1109
Tyler-Stone Wealth Management
Ohio
$6.74K
FPF
1110
First Pacific Financial
Washington
$6.74K +$6.37K +16 New
AT
1111
Avalon Trust
New Mexico
$6.31K
HWM
1112
HighMark Wealth Management
Minnesota
$6.31K
JWM
1113
Janiczek Wealth Management
Colorado
$5.89K +$5.57K +14 New
GEA
1114
Glen Eagle Advisors
New Jersey
$5.89K +$5.57K +14 New
PP
1115
PFS Partners
New Jersey
$5.52K
JGIA
1116
Jackson Grant Investment Advisers
Connecticut
$5.47K
DPW
1117
DiNuzzo Private Wealth
Pennsylvania
$5.05K +$796 +2 +20%
CAM
1118
Creekmur Asset Management
Illinois
$4.63K +$3.98K +10 +1,000%
CAC
1119
Core Alternative Capital
Georgia
$4.21K
PCFFS
1120
Pacific Center for Financial Services
California
$3.79K
PCMC
1121
Planning Capital Management Corporation
Pennsylvania
$3.79K
PWMG
1122
Prestige Wealth Management Group
New Jersey
$3.79K
SIC
1123
SJS Investment Consulting
Ohio
$3.79K
BGAI
1124
Bruce G. Allen Investments
Colorado
$3.79K -$1.19K -3 -25%
GGI
1125
Godsey & Gibb Inc
Virginia
$3.37K

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.