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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
CCM
1126
Chilton Capital Management
Texas
$3.37K +$3.18K +8 New
APC
1127
Aspire Private Capital
North Carolina
$3.37K
IBOK
1128
Independence Bank of Kentucky
Kentucky
$3.37K
VWA
1129
Valued Wealth Advisors
Utah
$2.95K
HWP
1130
Highline Wealth Partners
California
$2.95K +$398 +1 +17%
FNWA
1131
Financial Network Wealth Advisors
Utah
$2.95K +$2.79K +7 New
WIM
1132
Westside Investment Management
California
$2.95K +$2.79K +7 New
CT
1133
Colonial Trust
South Carolina
$2.94K
TCA
1134
Trifecta Capital Advisors
Illinois
$2.53K
RWM
1135
Ruedi Wealth Management
Illinois
$2.53K +$2.39K +6 New
MA
1136
Montag & Associates
Georgia
$2.26K
WWM
1137
Wolff Wiese Magana
California
$2.1K
FW
1138
Fairway Wealth
Ohio
$2.1K +$1.99K +5 New
RS
1139
Rakuten Securities
Japan
$1.68K -$1.99K -5 -56%
GFPC
1140
Global Financial Private Client
Florida
$1.68K
NL
1141
NVWM LLC
Pennsylvania
$1.68K +$1.19K +3 +300%
ECM
1142
Everence Capital Management
Indiana
$1.66K
FG
1143
Fairman Group
Pennsylvania
$1.26K
HFS
1144
Horizon Financial Services
North Carolina
$1.26K
WA
1145
WestEnd Advisors
North Carolina
$1.26K +$796 +2 +200%
KB
1146
Kimelman & Baird
New York
$1.26K +$1.19K +3 New
SFCL
1147
Strengthening Families & Communities LLC
Massachusetts
$1K +$796 +2 New
CA
1148
Continuum Advisory
Idaho
$842
DAM
1149
Delta Asset Management
Tennessee
$842
PIS
1150
POM Investment Strategies
North Carolina
$842

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.