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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
BS
401
Banco Santander
Spain
$2.12M -$447K -1,635 -18%
NMERB
402
New Mexico Educational Retirement Board
New Mexico
$2.09M -$191K -700 -9%
GKFF
403
George Kaiser Family Foundation
Oklahoma
$2.08M
KC
404
Kingfisher Capital
North Carolina
$2.08M +$2.73K +10 +0.1%
NIC
405
Northwest Investment Counselors
Oregon
$2.07M +$357K +1,306 +21%
OAM
406
Oppenheimer Asset Management
New York
$2.07M -$136K -499 -6%
BAMCO Inc
407
BAMCO Inc
New York
$2.06M +$72.5K +265 +4%
Ensign Peak Advisors
408
Ensign Peak Advisors
Utah
$2.01M +$313K +1,144 +19%
EOJOAM
409
E. Ohman J:or Asset Management
Sweden
$1.98M
RG
410
Rathbones Group
United Kingdom
$1.97M
TF
411
TIAA FSB
Florida
$1.96M -$47.6K -174 -2%
ASGS
412
Alpha Square Group S
New York
$1.95M +$274K +1,000 +17%
CIC
413
Crawford Investment Counsel
Georgia
$1.93M
Cetera Investment Advisers
414
Cetera Investment Advisers
Illinois
$1.92M +$740K +2,706 +64%
RFC
415
Regions Financial Corp
Alabama
$1.9M -$4.65K -17 -0.2%
SPWG
416
Syntegra Private Wealth Group
Missouri
$1.9M +$1.86M +6,809 New
API
417
Advisor Partners II
California
$1.88M +$328K +1,200 +22%
SSWM
418
Smith Salley Wealth Management
North Carolina
$1.87M -$7.66K -28 -0.4%
PP
419
Prudential plc
United Kingdom
$1.85M +$862K +3,151 +90%
Bank Julius Baer & Co
420
Bank Julius Baer & Co
Switzerland
$1.85M +$107K +392 +6%
IC
421
IEQ Capital
California
$1.82M -$354K -1,294 -17%
FA
422
FDx Advisors
Illinois
$1.82M -$126K -459 -7%
GT
423
Glenview Trust
Kentucky
$1.82M +$24.1K +88 +1%
SC
424
Slow Capital
California
$1.81M +$102K +374 +6%
WHAM
425
Windmill Hill Asset Management
United Kingdom
$1.81M +$1.78M +6,490 New

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.