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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
CCA
176
Cobblestone Capital Advisors
New York
$24.2M -$187K -471 -0.8%
M&T Bank
177
M&T Bank
New York
$23.8M +$844K +2,122 +4%
PWM
178
Perigon Wealth Management
California
$23.3M -$218K -549 -1%
State of Tennessee, Department of Treasury
179
State of Tennessee, Department of Treasury
Tennessee
$23.3M -$703K -1,767 -3%
Rafferty Asset Management
180
Rafferty Asset Management
New York
$23.2M -$49.7K -125 -0.2%
Zurich Cantonal Bank
181
Zurich Cantonal Bank
Switzerland
$23.2M -$469K -1,180 -2%
Los Angeles Capital Management
182
Los Angeles Capital Management
California
$22.8M -$958K -2,408 -4%
CIBC Private Wealth Group
183
CIBC Private Wealth Group
Georgia
$22.6M -$216K -543 -1%
SO
184
STRS Ohio
Ohio
$22.5M -$556K -1,398 -3%
RAM
185
Resona Asset Management
Japan
$22.5M -$1.26M -3,167 -6%
NPF
186
Norris Perne & French
Michigan
$22.3M -$71.2K -179 -0.3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
187
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$22.3M
HP
188
Hikari Power
Japan
$22.2M
X
189
Xponance
Pennsylvania
$21.9M +$360K +905 +2%
VMPIC
190
Varma Mutual Pension Insurance Co
Finland
$21.8M -$1.01M -2,534 -5%
Handelsbanken Fonder
191
Handelsbanken Fonder
Sweden
$21.7M -$1.25M -3,149 -6%
TMAM
192
Tokio Marine Asset Management
Japan
$21.7M -$1.5M -3,763 -7%
CNAM
193
Campbell Newman Asset Management
Wisconsin
$21.3M -$339K -853 -2%
Voloridge Investment Management
194
Voloridge Investment Management
Florida
$21.1M +$20M +50,229 New
WF
195
Welch & Forbes
Massachusetts
$20.9M -$448K -1,125 -2%
FAF
196
Första AP-fonden
Sweden
$20.8M -$1.23M -3,100 -6%
MIM
197
MetLife Investment Management
New Jersey
$20.7M +$2.54M +6,375 +15%
AIM
198
Achmea Investment Management
Netherlands
$20.4M +$757K +1,902 +4%
CIBC World Market
199
CIBC World Market
Ontario, Canada
$20.4M +$17.7M +44,587 +1,170%
D.E. Shaw & Co
200
D.E. Shaw & Co
New York
$20.2M -$6.19M -15,550 -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.