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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
AWP
576
Accretive Wealth Partners
New Jersey
$680K +$24.9K +91 +4%
CAM
577
Cozad Asset Management
Illinois
$674K -$115K -420 -15%
RJT
578
Raymond James Trust
Florida
$670K +$13.1K +48 +2%
CI
579
Cavalier Investments
Georgia
$668K -$42.1K -154 -6%
UH
580
Unigestion Holding
Switzerland
$666K -$360K -1,317 -36%
BBHC
581
Brown Brothers Harriman & Co
New York
$665K -$39.2M -143,490 -98%
Carson Wealth (CWM LLC)
582
Carson Wealth (CWM LLC)
Nebraska
$664K +$821 +3 +0.1%
SVWAG
583
Sound View Wealth Advisors Group
Georgia
$652K +$53.3K +195 +13%
WPW
584
Waldron Private Wealth
Pennsylvania
$652K
BCM
585
Bienville Capital Management
New York
$648K
EWA
586
Encompass Wealth Advisors
Oregon
$627K
AIP
587
Ameritas Investment Partners
Nebraska
$622K
DEA
588
DoubleLine ETF Adviser
Florida
$620K +$609K +2,226 New
PA
589
PFG Advisors
Arizona
$615K -$35.6K -130 -6%
MCM
590
MAI Capital Management
Ohio
$615K -$22.4K -82 -4%
BC
591
Bartlett & Co
Ohio
$613K -$111K -405 -16%
BCWM
592
Bartlett & Co Wealth Management
Ohio
$613K -$111K -405 -16%
PCS
593
Personal CFO Solutions
New Jersey
$612K +$129K +472 +27%
CAM
594
Cresset Asset Management
Illinois
$611K -$184K -672 -22%
PIMG
595
Patriot Investment Management Group
Tennessee
$604K
SFI
596
Siemens Fonds Invest
Germany
$600K -$56.9K -208 -9%
JIC
597
Johnson Investment Counsel
Ohio
$578K
RCC
598
Red Cedar Capital
Nebraska
$577K
JWCA
599
J.W. Cole Advisors
Florida
$576K +$86.4K +316 +18%
LOAMS
600
Lombard Odier Asset Management (Switzerland)
Switzerland
$572K +$562K +2,054 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.