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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
MSAM
551
Moloney Securities Asset Management
Missouri
$751K +$821 +3 +0.1%
MAS
552
Meeder Advisory Services
Ohio
$747K +$734K +2,682 New
EIP
553
Epoch Investment Partners
New York
$747K
BPA
554
Beacon Pointe Advisors
California
$746K +$126K +462 +21%
FCM
555
Fortis Capital Management
Washington
$743K -$23.3K -85 -3%
VIA
556
Vident Investment Advisory
Georgia
$739K -$1.1M -4,026 -60%
SW
557
SVB Wealth
Massachusetts
$737K -$41K -150 -5%
CTC
558
Central Trust Company
Missouri
$736K -$1.29M -4,704 -64%
RWA
559
Ropes Wealth Advisors
Massachusetts
$736K +$50.9K +186 +8%
BWP
560
Balboa Wealth Partners
Arizona
$732K -$526K -1,923 -42%
YIH
561
Y-Intercept (HK)
Hong Kong
$732K -$5.58M -20,414 -89%
PAS
562
Park Avenue Securities
New York
$728K +$31.7K +116 +5%
SFA
563
Sequoia Financial Advisors
Ohio
$726K +$120K +440 +20%
BIM
564
Bridges Investment Management
Nebraska
$724K
ETC
565
Exchange Traded Concepts
Oklahoma
$724K +$30.6K +112 +5%
CAL
566
Capital Analysts LLC
Pennsylvania
$722K -$29K -106 -4%
SPIA
567
Steward Partners Investment Advisory
New York
$714K -$39.9K -146 -5%
DIM
568
Delta Investment Management
California
$705K -$698K -2,553 -50%
TSWM
569
Triangle Securities Wealth Management
North Carolina
$704K -$120K -438 -15%
GG
570
Gofen & Glossberg
Illinois
$698K +$55K +201 +9%
Parallax Volatility Advisers
571
Parallax Volatility Advisers
California
$696K +$452K +1,651 +195%
CQS
572
Credential Qtrade Securities
$690K +$152K +556 +29%
LWCFA
573
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$689K -$232K -847 -26%
WT
574
Whittier Trust
California
$681K -$1.64K -6 -0.2%
CCM
575
Coldstream Capital Management
Washington
$681K +$669K +2,446 New

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.