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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
AIM
1201
Aigen Investment Management
New York
-$306K -778 Closed
SP
1202
Stablepoint Partners
Massachusetts
-$300K -763 Closed
TAM
1203
Tocqueville Asset Management
New York
-$293K -745 Closed
FFP
1204
FourThought Financial Partners
Florida
-$277K -704 Closed
FRM
1205
Fox Run Management
Connecticut
-$270K -688 Closed
RVPG
1206
Relative Value Partners Group
-$257K -656 Closed
AC
1207
ASB Consultores
Florida
-$250K -636 Closed
CA
1208
Cullinan Associates
Kentucky
-$236K -600 Closed
MCM
1209
Monarch Capital Management
Indiana
-$236K -600 Closed
SW
1210
SteelPeak Wealth
California
-$234K -595 Closed
GC
1211
Gilbert & Cook
Iowa
-$214K -545 Closed
LSA
1212
Lion Street Advisors
Texas
-$207K -531 Closed
CWA
1213
CM Wealth Advisors
Ohio
-$207K -525 Closed
HI
1214
Human Investing
Oregon
-$205K -522 Closed
WorldQuant Millennium Advisors
1215
WorldQuant Millennium Advisors
New York
-$202K -513 Closed
PAM
1216
Paradigm Asset Management
New York
-$138K -350 Closed
CA
1217
CoreCap Advisors
Michigan
-$104K -265 Closed
FIM
1218
Fernwood Investment Management
Massachusetts
-$38.1K -97 Closed
NCTC
1219
New Covenant Trust Company
Indiana
-$26.7K -68 Closed
NC
1220
NewSquare Capital
Pennsylvania
-$9.04K -23 Closed
GWSG
1221
GPS Wealth Strategies Group
Colorado
-$7.71K -20 Closed
HT
1222
Headlands Technologies
Illinois
-$5.89K -15 Closed
FGAM
1223
Financial Gravity Asset Management
Texas
-$3.82K -10 Closed
CWM
1224
Cedar Wealth Management
California
-$3.14K -8 Closed
A
1225
AlphaQuest
New York
-$1.57K -4 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.