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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
ProShare Advisors
251
ProShare Advisors
Maryland
$8.62M +$374K +1,366 +5%
Comerica Bank
252
Comerica Bank
Texas
$8.61M -$1.35M -4,940 -15%
DCM
253
Dupont Capital Management
Delaware
$8.49M +$5.54M +20,265 +199%
Stifel Financial
254
Stifel Financial
Missouri
$8.17M +$751K +2,745 +10%
Public Employees Retirement Association of Colorado
255
Public Employees Retirement Association of Colorado
Colorado
$8.09M -$84.2K -308 -1%
Skandinaviska Enskilda Banken (SEB)
256
Skandinaviska Enskilda Banken (SEB)
Sweden
$8.06M -$392K -1,434 -5%
CI
257
Capital International
California
$7.92M +$268K +978 +4%
URS
258
Utah Retirement Systems
Utah
$7.9M -$82.1K -300 -1%
OPERF
259
Oregon Public Employees Retirement Fund
Oregon
$7.85M -$272K -996 -3%
GIBU
260
Gulf International Bank (UK)
United Kingdom
$7.76M
American Century Companies
261
American Century Companies
Missouri
$7.73M -$1.03M -3,759 -12%
CSS
262
Cubist Systematic Strategies
Connecticut
$7.64M -$11M -40,310 -60%
PWM
263
Perigon Wealth Management
California
$7.57M -$22.7K -83 -0.3%
MGWM
264
Marks Group Wealth Management
Minnesota
$7.55M +$77.7K +284 +1%
AZ
265
Aquamarine Zurich
Switzerland
$7.52M
COPPSERS
266
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.42M +$971K +3,549 +15%
Osaic Holdings
267
Osaic Holdings
Arizona
$7.34M -$1.15M -4,188 -14%
BCP
268
Bluegrass Capital Partners
Florida
$7.24M
Allianz Asset Management
269
Allianz Asset Management
Germany
$7.07M -$370K -1,354 -5%
AA
270
ALPS Advisors
Colorado
$7.06M -$392K -1,433 -5%
Hudson Bay Capital Management
271
Hudson Bay Capital Management
Connecticut
$6.97M +$6.84M +25,000 New
BMSSC
272
B. Metzler seel. Sohn & Co
Germany
$6.87M -$939K -3,432 -12%
LA
273
LBP AM
France
$6.8M +$6.67M +24,400 New
BCM
274
Brasada Capital Management
Texas
$6.78M -$420K -1,534 -6%
State of Tennessee, Department of Treasury
275
State of Tennessee, Department of Treasury
Tennessee
$6.7M -$16.9M -61,937 -72%

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.