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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
LIA
1151
Lynx Investment Advisory
District of Columbia
$842 +$796 +2 New
OWA
1152
Opal Wealth Advisors
New York
$842 +$796 +2 New
CAM
1153
ClariVest Asset Management
California
$839
SIM
1154
Studio Investment Management
Illinois
$421 -$398 -1 -50%
CCMI
1155
Creative Capital Management Investments
California
$421
CTB
1156
Country Trust Bank
Illinois
$421 +$398 +1 New
RWMG
1157
Redwood Wealth Management Group
New Jersey
$421 +$398 +1 New
YDMI
1158
Y.D. More Investments
Israel
$94 +$33.4K +84 New
DWM
1159
Dogwood Wealth Management
Kansas
$8
JIM
1160
Jensen Investment Management
Oregon
-$70.4M -179,101 Closed
Holocene Advisors
1161
Holocene Advisors
New York
-$64.3M -163,569 Closed
WAM
1162
Weiss Asset Management
Massachusetts
-$21.9M -55,666 Closed
AIG
1163
American International Group
New York
-$19.1M -48,626 Closed
LOM
1164
LTS One Management
New York
-$17.7M -45,000 Closed
MC
1165
Maverick Capital
Texas
-$15.6M -39,736 Closed
LCM
1166
Laurion Capital Management
New York
-$14.4M -36,644 Closed
TPSF
1167
Texas Permanent School Fund
Texas
-$14.2M -36,189 Closed
TA
1168
TRB Advisors
New York
-$13.8M -35,000 Closed
MG
1169
Marex Group
-$13.2M -33,570 Closed
EW
1170
Evoke Wealth
California
-$10.6M -26,991 Closed
GCM
1171
Genus Capital Management
British Columbia, Canada
-$9.45M -23,763 Closed
TPM
1172
Totem Point Management
New York
-$4.82M -12,254 Closed
AC
1173
Addenda Capital
Quebec, Canada
-$3.54M -9,016 Closed
SA
1174
Strategic Advocates
Utah
-$3.29M -8,359 Closed
PFA
1175
Peak Financial Advisors
Colorado
-$2.89M -7,362 Closed

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.