Moody's
934 hedge funds and large institutions have $40.8B invested in Moody's in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 330 increasing their positions, 350 reducing their positions, and 84 closing their positions.
12% more call options, than puts
Call options by funds: $83.9M | Put options by funds: $74.8M
3% more funds holding in top 10
Funds holding in top 10: 32 → 33 (+1)
0.52% more ownership
Funds ownership: 91.38% → 91.91% (+0.52%)
5% less first-time investments, than exits
New positions opened: 80 | Existing positions closed: 84
6% less repeat investments, than reductions
Existing positions increased: 330 | Existing positions reduced: 350
2% less funds holding
Funds holding: 950 → 934 (-16)
11% less capital invested
Capital invested by funds: $45.8B → $40.8B (-$4.97B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WPL
WINDACRE PARTNERSHIP LLC
Houston,
Texas
|
+$360M |
| 2 |
VAM
Veritas Asset Management
London,
United Kingdom
|
+$220M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$116M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$72.4M |
| 5 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
+$65.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$130M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$116M |
| 3 |
BlackRock
New York
|
-$98.8M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$94.4M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$76M |
MCO Hedge Fund Activity: Q3 2022 in Review
934 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q3 2022, worth a combined $40.8B — down 11% from $45.8B a quarter earlier.
Sellers outnumbered buyers: 84 funds closed out of MCO and 80 opened new positions — a net loss of 4 holders — while 350 trimmed existing stakes and 330 added.
The largest buyer was WINDACRE PARTNERSHIP LLC, opening a new position worth an estimated $360M. The largest seller was Fiera Capital (Canada), cutting an estimated $130M.
- 934 institutional investors held Moody's (MCO) as of Q3 2022, down from 950 in Q2 2022.
- Funds reported $40.8B of Moody's stock for Q3 2022, down 11% quarter-over-quarter.
- 80 funds opened new Moody's positions in Q3 2022 and 84 closed out, a net change of -4 holders.
- The largest Moody's buyer in Q3 2022 was WINDACRE PARTNERSHIP LLC, an estimated $360M added.
- The largest Moody's seller in Q3 2022 was Fiera Capital (Canada), an estimated $130M sold.
Based on aggregated 13F filings for Q3 2022.