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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
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$10.4B
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.13B +$111M +279,271 +2%
TCI Fund Management
3
TCI Fund Management
United Kingdom
$5.58B +$417M +1,047,858 +9%
BlackRock
4
BlackRock
New York
$5.55B -$52.7M -132,371 -1%
State Street
5
State Street
Massachusetts
$2.94B +$27.8M +69,884 +1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$2.47B +$184M +461,244 +9%
ACM
7
AKRE Capital Management
Virginia
$1.78B -$92.2M -231,863 -5%
Morgan Stanley
8
Morgan Stanley
New York
$1.56B -$42.7M -107,372 -3%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$1.4B -$180M -452,845 -12%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.34B +$38.5M +96,756 +3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.23B +$89.9M +225,846 +8%
Baillie Gifford & Co
12
Baillie Gifford & Co
United Kingdom
$1.02B -$316M -795,020 -25%
Ninety One (UK)
13
Ninety One (UK)
United Kingdom
$833M +$9.59M +24,107 +1%
Norges Bank
14
Norges Bank
Norway
$821M +$29.3M +73,611 +4%
Jennison Associates
15
Jennison Associates
New York
$801M +$163M +408,477 +27%
WPL
16
WINDACRE PARTNERSHIP LLC
Texas
$689M -$43.8M -110,000 -6%
RCWMU
17
Rothschild & Co Wealth Management (UK)
United Kingdom
$668M -$34M -85,424 -5%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$662M +$78.8M +198,065 +14%
Northern Trust
19
Northern Trust
Illinois
$644M +$7.37M +18,525 +1%
LP
20
Longview Partners
Guernsey
$619M -$78.2M -196,540 -12%
JP Morgan Chase
21
JP Morgan Chase
New York
$613M -$4.17M -10,489 -0.7%
PAM
22
PineStone Asset Management
Quebec, Canada
$605M +$184M +463,575 +48%
Legal & General Group
23
Legal & General Group
United Kingdom
$591M +$12.8M +32,161 +2%
UBS AM
24
UBS AM
Illinois
$563M +$131M +329,309 +33%
Goldman Sachs
25
Goldman Sachs
New York
$562M +$49.2M +123,596 +10%

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.