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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
GIC
101
GFI Investment Counsel
Ontario, Canada
$70.7M -$1.99M -5,001 -3%
EQF
102
Evergreen Quality Fund
Cayman Islands
$69.1M +$65.3M +164,048 New
Canada Life
103
Canada Life
Manitoba, Canada
$67.9M +$3.32M +8,357 +5%
Natixis Advisors
104
Natixis Advisors
Massachusetts
$67.3M -$13.9M -35,023 -18%
NONA
105
Ninety One North America
New York
$66.5M -$8.34M -20,963 -12%
BCM
106
Bowie Capital Management
Texas
$65.7M +$8.59M +21,599 +16%
State Board of Administration of Florida Retirement System
107
State Board of Administration of Florida Retirement System
Florida
$65.7M -$7.98M -20,049 -11%
HHAA
108
Henry H. Armstrong Associates
Pennsylvania
$65.3M -$828K -2,080 -1%
TFP
109
Triple Frond Partners
California
$63.5M -$9.53M -23,966 -14%
Adage Capital Partners
110
Adage Capital Partners
Massachusetts
$63.4M -$1.47M -3,700 -2%
Wells Fargo
111
Wells Fargo
California
$63.1M +$9.43M +23,706 +19%
Two Sigma Investments
112
Two Sigma Investments
New York
$62.7M -$64.1M -161,034 -52%
QCMNJ
113
Quantum Capital Management (New Jersey)
New Jersey
$61.8M -$1.52M -3,808 -3%
National Bank of Canada
114
National Bank of Canada
Quebec, Canada
$59.6M -$19.9M -50,076 -26%
New York State Teachers Retirement System (NYSTRS)
115
New York State Teachers Retirement System (NYSTRS)
New York
$57.2M -$3.01M -7,571 -5%
MVIP
116
Mar Vista Investment Partners
California
$56.7M +$8.39M +21,098 +19%
Mackenzie Financial
117
Mackenzie Financial
Ontario, Canada
$56.7M -$2.86M -7,199 -5%
CI Investments Inc
118
CI Investments Inc
Ontario, Canada
$56.4M +$246K +619 +0.5%
SIC
119
Schwartz Investment Counsel
Michigan
$54.4M
AIM
120
Artemis Investment Management
United Kingdom
$54.2M -$1.76M -4,431 -3%
SL
121
Summitry LLC
California
$53.4M +$639K +1,605 +1%
Capital International Investors
122
Capital International Investors
California
$53.3M -$127K -320 -0.3%
BPC
123
Banque Pictet & Cie
Switzerland
$52.3M -$812K -2,040 -2%
RCM
124
Rings Capital Management
Illinois
$50.5M
Citigroup
125
Citigroup
New York
$50.3M +$9.29M +23,353 +24%

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.