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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
EF
476
Empowered Funds
Pennsylvania
$1.25M +$103K +377 +9%
Cerity Partners
477
Cerity Partners
New York
$1.23M +$570K +2,085 +89%
WSFS
478
Wilmington Savings Fund Society
Delaware
$1.23M
BF
479
BOK Financial
Oklahoma
$1.23M -$3.83K -14 -0.3%
TI
480
Tidal Investments
Wisconsin
$1.21M -$268K -980 -18%
Impax Asset Management Group
481
Impax Asset Management Group
United Kingdom
$1.2M -$378K -1,381 -24%
Cambridge Investment Research Advisors
482
Cambridge Investment Research Advisors
Iowa
$1.2M +$45.1K +165 +4%
TWC
483
TD Waterhouse Canada
Ontario, Canada
$1.19M -$237K -868 -17%
ICM
484
IMS Capital Management
Oregon
$1.19M +$5.47K +20 +0.5%
EF
485
Empirical Finance
Pennsylvania
$1.19M +$90.3K +330 +8%
CA
486
Cetera Advisors
Colorado
$1.18M +$1.16M +4,247 New
GT
487
Greenleaf Trust
Michigan
$1.18M -$237K -865 -17%
ET
488
Equitable Trust
Tennessee
$1.18M -$111K -405 -9%
BRWA
489
B. Riley Wealth Advisors
Florida
$1.17M +$25.4K +93 +2%
FWCM
490
Ferguson Wellman Capital Management
Oregon
$1.16M
BAAM
491
Baker Avenue Asset Management
California
$1.16M -$4.1K -15 -0.4%
MFAM
492
Motley Fool Asset Management
Virginia
$1.13M -$49.8K -182 -4%
ESB
493
Essex Savings Bank
Connecticut
$1.12M -$274 -1 -0%
VST
494
Van Strum & Towne
California
$1.11M
QT
495
Quantamental Technologies
New York
$1.1M +$609K +2,227 +129%
TYCC
496
Texas Yale Capital Corp
Florida
$1.09M
RAM
497
Redmond Asset Management
Virginia
$1.09M -$18.1K -66 -2%
VI
498
Vestcor Inc
New Brunswick, Canada
$1.09M +$1.64K +6 +0.2%
WJWM
499
Williams Jones Wealth Management
New York
$1.08M
AI
500
AXS Investments
New York
$1.06M +$77.7K +284 +8%

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.