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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
Janus Henderson Group
276
Janus Henderson Group
United Kingdom
$6.49M -$57.1M -208,808 -90%
KA
277
Kerrisdale Advisers
Florida
$6.48M -$930K -3,400 -13%
DSAM
278
Dock Street Asset Management
Florida
$6.45M -$379K -1,384 -6%
YCM
279
Yousif Capital Management
Michigan
$6.44M +$180K +657 +3%
AIP
280
Alapocas Investment Partners
Massachusetts
$6.37M +$18.3K +67 +0.3%
CIS
281
Capital International Sarl
California
$6.29M +$1.18M +4,319 +24%
MOACM
282
Mutual of America Capital Management
New York
$6.27M +$179K +656 +3%
CI Investments Inc
283
CI Investments Inc
Ontario, Canada
$6.26M +$110K +403 +2%
LOAME
284
Lombard Odier Asset Management (Europe)
United Kingdom
$6.25M -$622K -2,274 -9%
OA
285
Oxbow Advisors
Texas
$6.25M -$135K -494 -2%
BC
286
Brookfield Corp
Ontario, Canada
$6.22M +$479K +1,753 +9%
TPSF
287
Texas Permanent School Fund
Texas
$6.2M +$15.3K +56 +0.3%
SOADOR
288
State of Alaska Department of Revenue
Alaska
$6.14M +$38.3K +140 +0.6%
GJIC
289
Gamble Jones Investment Counsel
California
$5.99M -$250K -914 -4%
CA
290
Cornerstone Advisors
North Carolina
$5.85M
XI
291
XXEC Inc
Oklahoma
$5.58M +$79.3K +290 +1%
NAM
292
Nissay Asset Management
Japan
$5.57M -$173K -632 -3%
VIM
293
Vancity Investment Management
British Columbia, Canada
$5.55M
CBT
294
Central Bank & Trust
Kentucky
$5.5M -$31.7K -116 -0.6%
TAF
295
Tredje AP-fonden
Sweden
$5.47M +$716K +2,617 +15%
DWA
296
Douglass Winthrop Advisors
New York
$5.42M +$63.2K +231 +1%
TGCMU
297
Titan Global Capital Management USA
New York
$5.36M -$265K -970 -5%
GC
298
Guggenheim Capital
Illinois
$5.34M -$2.36M -8,635 -31%
Teacher Retirement System of Texas
299
Teacher Retirement System of Texas
Texas
$5.14M -$1.46M -5,348 -22%
CNB
300
Czech National Bank
Czech Republic
$5.14M +$27.9K +102 +0.6%

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.