We are live on ! Find out more

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
CCG
376
Cloverfields Capital Group
Minnesota
$2.51M -$446K -1,631 -15%
MLICM
377
Metropolitan Life Insurance Company (MetLife)
New York
$2.49M -$64.6K -236 -3%
KPWS
378
Kestra Private Wealth Services
Texas
$2.47M -$184K -671 -7%
THWM
379
Taylor Hoffman Wealth Management
Virginia
$2.42M -$112K -410 -5%
KCM
380
Kornitzer Capital Management
Kansas
$2.42M
DWM
381
Darwin Wealth Management
Florida
$2.4M -$356K -1,302 -15%
VPIM
382
Vanguard Personalized Indexing Management
California
$2.38M +$137K +501 +6%
COI
383
Connable Office Inc
Michigan
$2.37M
MML Investors Services
384
MML Investors Services
Massachusetts
$2.33M +$101K +371 +5%
LOPW
385
Live Oak Private Wealth
North Carolina
$2.32M +$133K +487 +6%
2
386
2Xideas
Switzerland
$2.3M -$7.77M -28,416 -77%
FT
387
Fiduciary Trust
Massachusetts
$2.29M
CGIM
388
Capital Group Investment Management
Singapore
$2.25M +$2.21M +8,075 New
NB
389
Norinchukin Bank
Japan
$2.24M -$644K -2,354 -23%
VDBMI
390
Van Den Berg Management I
Texas
$2.24M -$1.14M -4,157 -34%
HA
391
Harbor Advisors
Florida
$2.23M
HWMA
392
Heritage Wealth Management (Arizona)
Arizona
$2.21M +$1.16M +4,226 +114%
VWA
393
V Wealth Advisors
Kansas
$2.21M -$7.38K -27 -0.3%
CIA
394
Citadel Investment Advisory
Ohio
$2.19M -$8.21K -30 -0.4%
RCAG
395
Rehmann Capital Advisory Group
Michigan
$2.18M -$49.5K -181 -2%
LFAS
396
Level Four Advisory Services
Texas
$2.17M -$776K -2,838 -27%
KeyBank National Association
397
KeyBank National Association
Ohio
$2.14M -$53.6K -196 -2%
FC
398
FORA Capital
Florida
$2.14M -$718K -2,624 -25%
M
399
Mirova
France
$2.12M +$350K +1,278 +20%
BAMF
400
BI Asset Management Fondsmaeglerselskab
Denmark
$2.12M +$1.02M +3,729 +96%

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.