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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
AssetMark Inc
501
AssetMark Inc
California
$1.04M +$42.4K +155 +4%
AFS
502
Aft Forsyth & Sober
Florida
$1.04M
AWM
503
Angeles Wealth Management
California
$1.03M +$1.37K +5 +0.1%
LRIC
504
Long Road Investment Counsel
Michigan
$1.02M -$5.74K -21 -0.6%
CCMG
505
Clark Capital Management Group
Pennsylvania
$1.02M
GAM
506
Gotham Asset Management
New York
$1.02M -$3.2M -11,688 -76%
Bessemer Group
507
Bessemer Group
New Jersey
$1.01M +$107K +393 +12%
RT
508
Rockland Trust
Massachusetts
$995K +$976K +3,570 New
AQR Capital Management
509
AQR Capital Management
Connecticut
$990K +$35.6K +130 +4%
KJHP
510
K.J. Harrison & Partners
Ontario, Canada
$988K +$716K +2,619 New
TSW
511
Thompson Siegel & Walmsley
Virginia
$975K +$957K +3,500 New
AWM
512
Apollon Wealth Management
South Carolina
$968K +$62.4K +228 +7%
TRCT
513
Tower Research Capital (TRC)
New York
$961K -$4.24M -15,498 -82%
SH
514
SeaTown Holdings
Singapore
$947K +$930K +3,400 New
AMG
515
Asset Management Group
Connecticut
$937K
CC
516
Centiva Capital
New York
$936K +$188K +686 +26%
BFG
517
Bleakley Financial Group
New Jersey
$926K +$909K +3,323 New
HBT
518
Hills Bank & Trust
Iowa
$925K -$274 -1 -0%
EWA
519
Exencial Wealth Advisors
Oklahoma
$904K +$7.38K +27 +0.8%
S
520
SignatureFD
Georgia
$900K -$61K -223 -6%
BWA
521
Brave Warrior Advisors
New York
$878K +$5.74K +21 +0.7%
SWM
522
Sendero Wealth Management
Texas
$877K +$438K +1,603 +104%
VPI
523
Value Partners Investments
Manitoba, Canada
$877K +$26.5K +97 +3%
AIM
524
Anchor Investment Management
South Carolina
$869K
IIC
525
Ironwood Investment Counsel
Arizona
$865K

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.