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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
HIMCH
351
Hartford Investment Management Co (HIMCO)
Connecticut
$3.17M -$991K -3,624 -24%
OIS
352
Okabena Investment Services
Minnesota
$3.17M -$129K -471 -4%
EI
353
Ethic Inc
New York
$3.16M -$163K -596 -5%
SC
354
Scotia Capital
Ontario, Canada
$3.09M +$115K +421 +4%
BPCA
355
Bank Pictet & Cie (Asia)
Singapore
$3.07M +$118K +430 +4%
CIP
356
Capital Insight Partners
Arizona
$3.05M +$61.3K +224 +2%
SC
357
Sepio Capital
Utah
$3.01M +$2.46K +9 +0.1%
CAPTRUST Financial Advisors
358
CAPTRUST Financial Advisors
North Carolina
$2.98M +$172K +628 +6%
AC
359
Addenda Capital
Quebec, Canada
$2.95M -$64.3K -235 -2%
CPIG
360
Chicago Partners Investment Group
Illinois
$2.92M -$31.7K -116 -1%
Allspring Global Investments
361
Allspring Global Investments
North Carolina
$2.86M -$2.87M -10,486 -50%
LSERS
362
Louisiana State Employees Retirement System
Louisiana
$2.84M +$27.4K +100 +1%
MPPLM
363
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.84M +$126K +460 +5%
GP
364
Greenline Partners
New York
$2.83M
Two Sigma Investments
365
Two Sigma Investments
New York
$2.79M -$356K -1,300 -11%
MF
366
Magnetar Financial
Illinois
$2.79M -$1.43M -5,215 -34%
CAM
367
Congress Asset Management
Massachusetts
$2.79M -$1.37M -5,000 -33%
S
368
Seeyond
France
$2.76M +$2.04M +7,473 +308%
GF
369
Gabelli Funds
New York
$2.74M +$164K +600 +6%
BP
370
Ballentine Partners
Massachusetts
$2.74M +$87.5K +320 +3%
Wealthfront Advisers
371
Wealthfront Advisers
California
$2.72M +$888K +3,245 +50%
BBA
372
Baader Bank Aktiengesellschaft
Germany
$2.65M +$410K +1,500 +19%
LGF
373
LGT Group Foundation
Liechtenstein
$2.64M -$7.18M -26,241 -73%
IAIM
374
Industrial Alliance Investment Management
Quebec, Canada
$2.54M
Lido Advisors
375
Lido Advisors
California
$2.53M +$2.22M +8,126 +841%

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.