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
Millennium Management
426
Millennium Management
New York
$1.81M -$10.1M -36,854 -85%
AI
427
Atria Investments
North Carolina
$1.79M +$348K +1,271 +25%
ACL
428
Applied Capital LLC
Florida
$1.78M +$1.75M +6,397 New
GPI
429
General Partner Inc
Pennsylvania
$1.75M +$1.72M +6,291 New
V
430
Veritable
Delaware
$1.75M -$8.48K -31 -0.5%
ECM
431
Exchange Capital Management
Michigan
$1.75M +$35K +128 +2%
YAM
432
Yacktman Asset Management
Texas
$1.75M
FCM
433
Fairbanks Capital Management
California
$1.74M -$5.74K -21 -0.3%
MIH
434
Meitav Investment House
Israel
$1.71M
LI
435
LMCG Investments
Massachusetts
$1.7M
BIAS
436
Beacon Investment Advisory Services
New Jersey
$1.68M +$362K +1,325 +28%
CB
437
Commerce Bank
Missouri
$1.65M +$24.6K +90 +2%
LNWWM
438
Laird Norton Wetherby Wealth Management
California
$1.64M -$60.7K -222 -4%
WTC
439
WhitTier Trust Company
Nevada
$1.64M +$44K +161 +3%
TCA
440
Transcend Capital Advisors
New Jersey
$1.62M +$9.03K +33 +0.6%
CW
441
CreativeOne Wealth
Kansas
$1.61M +$12.3K +45 +0.8%
Mercer Global Advisors
442
Mercer Global Advisors
Colorado
$1.61M +$7.66K +28 +0.5%
TC
443
Telemus Capital
Michigan
$1.61M +$44K +161 +3%
RC
444
Roundview Capital
New Jersey
$1.61M +$18.3K +67 +1%
SC
445
Saturna Capital
Washington
$1.59M +$1.64K +6 +0.1%
AC
446
Allstate Corporation
Illinois
$1.58M +$49.5K +181 +3%
AIM
447
Allstate Investment Management
Illinois
$1.58M +$1.55M +5,659 New
KRSITF
448
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.58M
SWS
449
SYSTM Wealth Solutions
Illinois
$1.57M +$1.54M +5,629 New
CAN
450
Cetera Advisor Networks
California
$1.52M +$1.11M +4,067 +294%

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.