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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
WBC
301
Westpac Banking Corp
Australia
$5.09M +$219K +799 +5%
BBVA
302
Banco Bilbao Vizcaya Argentaria
Spain
$5.07M +$114K +418 +2%
BAM
303
Bell Asset Management
Australia
$5.06M -$584K -2,135 -11%
Corient Private Wealth
304
Corient Private Wealth
Florida
$4.96M +$4.86M +17,786 New
1C
305
1623 Capital
Virginia
$4.96M
KA
306
Kintegral Advisory
New York
$4.95M +$3.5M +12,788 +258%
BTW
307
Boston Trust Walden
Massachusetts
$4.87M -$22.1M -80,955 -82%
ECAM
308
East Coast Asset Management
Massachusetts
$4.77M -$64K -234 -1%
Qube Research & Technologies (QRT)
309
Qube Research & Technologies (QRT)
United Kingdom
$4.74M -$48.6M -177,853 -91%
Commonwealth Equity Services
310
Commonwealth Equity Services
Massachusetts
$4.71M -$112K -411 -2%
TC
311
Trium Capital
United Kingdom
$4.67M +$4.58M +16,753 New
GL
312
GHE LLC
Tennessee
$4.57M -$24.9K -91 -0.6%
Assenagon Asset Management
313
Assenagon Asset Management
Luxembourg
$4.51M -$9.1M -33,282 -67%
IMRF
314
Illinois Municipal Retirement Fund
Illinois
$4.41M
SCM
315
Stanley Capital Management
Texas
$4.39M
Kovitz Investment Group Partners
316
Kovitz Investment Group Partners
Illinois
$4.35M -$600K -2,193 -12%
PFO
317
Pathstone Family Office
New Jersey
$4.34M +$1.51M +5,536 +48%
GT
318
Glenmede Trust
Pennsylvania
$4.33M -$280K -1,023 -6%
CA
319
Crewe Advisors
Utah
$4.33M -$28.4K -104 -0.7%
OCM
320
Olstein Capital Management
New York
$4.32M -$410K -1,500 -9%
US Bancorp
321
US Bancorp
Minnesota
$4.29M -$109K -399 -3%
BCM
322
Bancreek Capital Management
California
$4.29M -$750K -2,742 -15%
DCM
323
Donaldson Capital Management
Indiana
$4.19M -$105K -384 -2%
TRSOTSOK
324
Teachers Retirement System of the State of Kentucky
Kentucky
$4.14M
CFM
325
Coronation Fund Managers
South Africa
$4.08M +$2.78M +10,163 +226%

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.