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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
BCIM
326
British Columbia Investment Management
British Columbia, Canada
$4.07M -$495K -1,811 -11%
FNBOO
327
First National Bank of Omaha
Nebraska
$3.87M -$136K -498 -3%
CCM
328
Carderock Capital Management
Maryland
$3.83M +$1.29M +4,718 +52%
PM
329
Penbrook Management
New York
$3.83M -$274K -1,000 -7%
CA
330
Claar Advisors
New York
$3.73M +$20.5K +75 +0.6%
Baird Financial Group
331
Baird Financial Group
Wisconsin
$3.7M +$13.7K +50 +0.4%
SAM
332
Securian Asset Management
Minnesota
$3.67M -$21.3K -78 -0.6%
Creative Planning
333
Creative Planning
Kansas
$3.65M +$885K +3,234 +33%
SMDAM
334
Sumitomo Mitsui DS Asset Management
Japan
$3.63M +$25.2K +92 +0.7%
OSAM
335
O'Shaughnessy Asset Management
Connecticut
$3.61M +$65.9K +241 +2%
NO
336
Ninety One
South Africa
$3.59M +$398K +1,455 +13%
EMPI
337
Elo Mutual Pension Insurance
Finland
$3.56M +$81K +296 +2%
MSRPS
338
Maryland State Retirement & Pension System
Maryland
$3.5M +$3.44M +12,575 New
BCV
339
Banque Cantonale Vaudoise
Switzerland
$3.5M +$1.78M +6,500 +107%
JMPWA
340
JP Morgan Private Wealth Advisors
California
$3.5M +$193K +707 +6%
KRS
341
Kentucky Retirement Systems
Kentucky
$3.46M +$14.8K +54 +0.4%
LC
342
Lincoln Capital
Nebraska
$3.43M -$142K -518 -4%
DILIC
343
Dai-ichi Life Insurance Company
Japan
$3.35M +$547K +2,000 +20%
RJFSA
344
Raymond James Financial Services Advisors
Florida
$3.33M +$122K +447 +4%
CC
345
Criteria Caixa
Spain
$3.32M +$222K +810 +7%
OQS
346
Occudo Quantitative Strategies
Florida
$3.29M -$862K -3,150 -21%
D.E. Shaw & Co
347
D.E. Shaw & Co
New York
$3.28M -$10.6M -38,701 -77%
CGH
348
Crossmark Global Holdings
Texas
$3.27M +$511K +1,869 +19%
Daiwa Securities Group
349
Daiwa Securities Group
Japan
$3.23M +$138K +506 +5%
Robeco Institutional Asset Management
350
Robeco Institutional Asset Management
Netherlands
$3.2M -$1.1M -4,015 -26%

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.