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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
HFS
601
Haverford Financial Services
Pennsylvania
$559K
ITFISA
602
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$557K
SCM
603
Stonebridge Capital Management
California
$557K
CI
604
Cigna Investments
Connecticut
$552K +$274 +1 +0.1%
QCM
605
Quantinno Capital Management
New York
$552K +$53.1K +194 +11%
OHIS
606
Oak Harvest Investment Services
Texas
$544K +$189K +691 +55%
PAM
607
Panagora Asset Management
Massachusetts
$540K -$44.3K -162 -8%
GLR
608
Great Lakes Retirement
Ohio
$540K +$530K +1,937 New
EAM
609
Empirical Asset Management
Massachusetts
$536K +$527K +1,925 New
RA
610
Riversedge Advisors
Delaware
$533K
DBRC
611
D.B. Root & Company
Pennsylvania
$525K -$30.9K -113 -6%
JAFL
612
Jay A. Fishman Ltd
Michigan
$522K
ICM
613
Islay Capital Management
Texas
$521K -$49K -179 -9%
BL
614
Balentine LLC
Georgia
$518K +$87K +318 +21%
AAM
615
Azzad Asset Management
Virginia
$516K -$822K -3,006 -62%
PA
616
Parallel Advisors
California
$515K -$36.1K -132 -7%
FTDI
617
First Trust Direct Indexing
Massachusetts
$514K +$46.8K +171 +10%
NAM
618
NorthCrest Asset Manangement
Minnesota
$509K +$179K +656 +56%
RMCM
619
Reynders McVeigh Capital Management
Massachusetts
$507K
FNA
620
First National Advisers
Nebraska
$507K +$54.2K +198 +12%
TAM
621
Trust Asset Management
Texas
$506K
PA
622
Profund Advisors
Maryland
$506K +$14.2K +52 +3%
MFC
623
Morris Financial Concepts
South Carolina
$492K
CRWM
624
Castle Rock Wealth Management
California
$491K -$45.1K -165 -10%
BTWM
625
Baker Tilly Wealth Management
Wisconsin
$491K +$156K +569 +48%

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.