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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
Ohio Public Employees Retirement System (OPERS)
151
Ohio Public Employees Retirement System (OPERS)
Ohio
$33.9M -$1.25M -3,134 -4%
RJA
152
Raymond James & Associates
Florida
$33.1M -$2.07M -5,194 -6%
Stifel Financial
153
Stifel Financial
Missouri
$33M -$971K -2,440 -3%
DB
154
Danske Bank
Denmark
$32.7M -$2.31M -5,800 -7%
NP
155
NS Partners
United Kingdom
$31.7M -$397K -997 -1%
Marshall Wace
156
Marshall Wace
United Kingdom
$31M -$41.5M -104,276 -59%
AAMU
157
AEGON Asset Management (UK)
United Kingdom
$30.7M -$24.4M -61,319 -46%
Jane Street
158
Jane Street
New York
$30.3M +$11.9M +29,989 +72%
Ensign Peak Advisors
159
Ensign Peak Advisors
Utah
$30.2M -$5.09M -12,795 -15%
TD Asset Management
160
TD Asset Management
Ontario, Canada
$29.5M +$719K +1,806 +3%
Treasurer of the State of North Carolina
161
Treasurer of the State of North Carolina
North Carolina
$29.5M -$343K -861 -1%
JSSH
162
J. Safra Sarasin Holding
$29M +$27.4M +68,924 New
Swedbank
163
Swedbank
Sweden
$28.7M -$182K -458 -0.7%
Nisa Investment Advisors
164
Nisa Investment Advisors
Missouri
$27.7M -$1.39M -3,485 -5%
Royal London Asset Management
165
Royal London Asset Management
United Kingdom
$27.6M +$482K +1,212 +2%
Victory Capital Management
166
Victory Capital Management
Texas
$27.6M +$956K +2,404 +4%
MSV
167
MN Services Vermogensbeheer
Netherlands
$27.4M -$597K -1,500 -2%
Nomura Asset Management
168
Nomura Asset Management
Japan
$27.2M -$263K -661 -1%
ZIM
169
Zacks Investment Management
Illinois
$26.8M +$1.45M +3,636 +6%
CFB
170
Cullen/Frost Bankers
Texas
$26.7M -$223K -560 -0.9%
Asset Management One
171
Asset Management One
Japan
$26.4M -$633K -1,590 -2%
BPCE
172
Bank Pictet & Cie (Europe)
Germany
$26.1M +$378K +949 +2%
State of New Jersey Common Pension Fund D
173
State of New Jersey Common Pension Fund D
New Jersey
$25.5M -$13.3M -33,363 -36%
BG
174
BRX Global
New York
$25.1M +$2.13M +5,365 +10%
LCAM
175
London & Capital Asset Management
United Kingdom
$24.5M -$513K -1,290 -2%

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.