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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
VFCM
26
Valley Forge Capital Management
Florida
$339M +$16.2M +59,406 +5%
Capital World Investors
27
Capital World Investors
California
$337M -$104M -381,463 -24%
Goldman Sachs
28
Goldman Sachs
New York
$319M -$16.5M -60,182 -5%
BCF
29
BLS Capital Fondsmaeglerselskab
Denmark
$308M +$85.8M +313,498 +40%
WPL
30
WINDACRE PARTNERSHIP LLC
Texas
$290M -$54.2M -198,100 -16%
UBS AM
31
UBS AM
Illinois
$272M +$11.2M +40,794 +4%
Winslow Capital Management
32
Winslow Capital Management
Minnesota
$263M +$34.4M +125,609 +15%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$256M -$4.82M -17,634 -2%
Charles Schwab
34
Charles Schwab
California
$235M -$3.52M -12,876 -2%
JIM
35
Jensen Investment Management
Oregon
$205M +$479K +1,750 +0.2%
N
36
Nuveen
North Carolina
$194M +$3.54M +12,938 +2%
First Trust Advisors
37
First Trust Advisors
Illinois
$190M +$31.5M +115,327 +20%
ESCM
38
Echo Street Capital Management
New York
$184M +$50.8M +185,857 +39%
Brown Advisory
39
Brown Advisory
Maryland
$183M -$1.48M -5,425 -0.8%
Invesco
40
Invesco
Georgia
$179M +$19.4M +71,050 +12%
Franklin Resources
41
Franklin Resources
California
$175M +$11.7M +42,650 +7%
Harris Associates
42
Harris Associates
Illinois
$174M +$3.78M +13,815 +2%
DDC
43
DF Dent & Co
Maryland
$172M -$2.43M -8,885 -1%
Bank of America
44
Bank of America
North Carolina
$170M +$29.2M +106,591 +21%
Amundi
45
Amundi
France
$163M +$14.8M +54,060 +11%
APG Asset Management
46
APG Asset Management
Netherlands
$153M +$16.9M +61,750 +13%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$149M -$3.52M -12,875 -2%
CS
48
Credit Suisse
Switzerland
$148M +$20.9M +76,482 +17%
Mitsubishi UFJ Trust & Banking
49
Mitsubishi UFJ Trust & Banking
Japan
$145M -$933K -3,412 -0.6%
MG
50
Meritage Group
California
$145M -$9.46M -34,594 -6%

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.