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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
OCM
451
Oribel Capital Management
New York
$1.5M +$1.48M +5,400 New
NGA
452
Naples Global Advisors
Florida
$1.47M -$4.1K -15 -0.3%
BCI
453
Brinker Capital Investments
Pennsylvania
$1.47M -$10.7K -39 -0.7%
MGP
454
Metis Global Partners
California
$1.46M +$781K +2,854 +120%
CIBC World Market
455
CIBC World Market
Ontario, Canada
$1.45M -$1.22M -4,450 -46%
HNB
456
Huntington National Bank
Ohio
$1.44M -$7.93K -29 -0.6%
AAF
457
Andra AP-fonden
Sweden
$1.42M -$3.04M -11,100 -69%
AAM
458
Autus Asset Management
Arizona
$1.41M +$1.38M +5,062 New
LCM
459
Legato Capital Management
California
$1.41M +$1.38M +5,044 New
GLAM
460
Gardner Lewis Asset Management
Pennsylvania
$1.39M +$1.37M +4,998 New
LWA
461
Lineweaver Wealth Advisors
Ohio
$1.38M
NMIMC
462
Northwestern Mutual Investment Management Company
Wisconsin
$1.38M -$253K -924 -16%
QIM
463
Quest Investment Management
Oregon
$1.37M +$180K +659 +15%
WIA
464
Westbourne Investment Advisors
Maryland
$1.37M -$13.7K -50 -1%
ISL
465
Ingalls & Snyder LLC
New York
$1.36M
CCG
466
Cypress Capital Group
Florida
$1.34M -$32.8K -120 -2%
AIM
467
Achmea Investment Management
Netherlands
$1.34M
MA
468
MCF Advisors
Kentucky
$1.33M +$536K +1,960 +70%
KWM
469
Keebeck Wealth Management
Illinois
$1.32M +$16.7K +61 +1%
MFGM
470
Marshall Financial Group (Maryland)
Maryland
$1.31M +$199K +726 +18%
BFC
471
Blue Fin Capital
Rhode Island
$1.3M -$19.1K -70 -1%
AI
472
AdvisorShares Investments
Maryland
$1.3M +$306K +1,117 +31%
RPC
473
Rossmore Private Capital
Connecticut
$1.28M
CFG
474
Citizens Financial Group
Rhode Island
$1.27M +$16.4K +60 +1%
Two Sigma Advisers
475
Two Sigma Advisers
New York
$1.25M +$547K +2,000 +80%

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.