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963 hedge funds and large institutions have $48.7B invested in Moody's in 2022 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 322 increasing their positions, 346 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 76

19% more capital invested

Capital invested by funds: $40.8B → $48.7B (+$7.87B)

12% more funds holding in top 10

Funds holding in top 10: 3337 (+4)

3% more funds holding

Funds holding: 933963 (+30)

1.02% more ownership

Funds ownership: 91.91%92.92% (+1%)

7% less repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 346

41% less call options, than puts

Call options by funds: $76M | Put options by funds: $128M

Holders
963
Holders Change
+30
Holders Change %
+3.22%
% of All Funds
15.48%
Holding in Top 10
37
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.12%
% of All Funds
0.59%
New
130
Increased
322
Reduced
346
Closed
76
Calls
$76M
Puts
$128M
Net Calls
-$52.3M
Net Calls Change
-$61.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FAF
226
Fjarde Ap-fonden
Sweden
$10.6M -$1.05M -3,838 -9%
PIM
227
Progressive Investment Management
Oregon
$10.5M +$73.6K +269 +0.7%
Public Sector Pension Investment Board (PSP Investments)
228
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$10.4M +$1.33M +4,865 +15%
WF
229
Welch & Forbes
Massachusetts
$10.3M -$598K -2,185 -6%
UIM
230
USS Investment Management
United Kingdom
$10.3M +$66.5K +243 +0.7%
Janney Montgomery Scott
231
Janney Montgomery Scott
Pennsylvania
$10.1M +$1.36M +4,978 +16%
DnB Asset Management
232
DnB Asset Management
Norway
$9.88M +$247K +904 +3%
Truist Financial
233
Truist Financial
North Carolina
$9.81M -$234K -857 -2%
Mariner
234
Mariner
Kansas
$9.79M +$57.2K +209 +0.6%
Macquarie Group
235
Macquarie Group
Australia
$9.72M +$889K +3,251 +10%
X
236
Xponance
Pennsylvania
$9.63M +$942K +3,445 +11%
WCM
237
Wedge Capital Management
North Carolina
$9.57M -$115K -419 -1%
NYLIM
238
New York Life Investment Management
New York
$9.54M -$72.8K -266 -0.8%
SLAM
239
Swiss Life Asset Management
$9.43M -$621K -2,270 -6%
EW
240
Evoke Wealth
California
$9.21M -$28.7K -105 -0.3%
Jane Street
241
Jane Street
New York
$9.13M -$11.8M -43,157 -57%
HGIM
242
High Ground Investment Management
United Kingdom
$8.95M +$8.79M +32,128 New
WCM
243
Wildcat Capital Management
New York
$8.92M +$8.75M +32,000 New
CIBC Asset Management
244
CIBC Asset Management
Ontario, Canada
$8.89M +$310K +1,134 +4%
MC
245
Minot Capital
Colorado
$8.89M
Fifth Third Bancorp
246
Fifth Third Bancorp
Ohio
$8.87M -$366K -1,339 -4%
KWILP
247
Kiwi Wealth Investments Limited Partnership
New Zealand
$8.83M +$2.2M +8,036 +34%
HTI
248
Hikari Tsushin Inc
Japan
$8.83M
II
249
IFM Investors
Australia
$8.72M +$873K +3,192 +11%
William Blair & Company
250
William Blair & Company
Illinois
$8.67M -$96.6K -353 -1%

MCO Hedge Fund Activity: Q4 2022 in Review

963 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q4 2022, worth a combined $48.7B — up 19% from $40.8B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new MCO positions and 76 closed out — a net gain of 54 holders — while 322 added to existing stakes and 346 trimmed.

The largest buyer was TCI Fund Management, adding an estimated $264M. The largest seller was Capital World Investors, cutting an estimated $104M.

  • 963 institutional investors held Moody's (MCO) as of Q4 2022, up from 933 in Q3 2022.
  • Funds reported $48.7B of Moody's stock for Q4 2022, up 19% quarter-over-quarter.
  • 130 funds opened new Moody's positions in Q4 2022 and 76 closed out, a net change of +54 holders.
  • The largest Moody's buyer in Q4 2022 was TCI Fund Management, an estimated $264M added.
  • The largest Moody's seller in Q4 2022 was Capital World Investors, an estimated $104M sold.

Based on aggregated 13F filings for Q4 2022.