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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
SP
626
Symmetry Partners
Connecticut
$486K
HNWAG
627
High Net Worth Advisory Group
Florida
$486K
FMAEN1
628
Fund Management at Engine No 1
California
$483K +$59.4K +217 +14%
IFWM
629
Institute for Wealth Management
Colorado
$481K +$33.6K +123 +8%
KFI
630
Key Financial Inc
Pennsylvania
$479K
GM
631
GeoWealth Management
Illinois
$477K -$576K -2,106 -55%
Dodge & Cox
632
Dodge & Cox
California
$474K
MNBTD
633
Moody National Bank Trust Division
Texas
$474K -$245K -896 -34%
IG
634
ING Group
Netherlands
$470K -$416K -1,520 -47%
WKWM
635
Walter & Keenan Wealth Management
Indiana
$468K
XT
636
XTX Topco
Cayman Islands
$468K +$459K +1,678 New
PGIM
637
Pacific Global Investment Management
California
$466K -$219K -799 -32%
CIA
638
Choate Investment Advisors
Massachusetts
$463K
ECM
639
Evergreen Capital Management
Washington
$462K -$93.5K -342 -17%
HWM
640
HB Wealth Management
Georgia
$457K +$103K +375 +30%
HI
641
Horizon Investments
North Carolina
$456K +$447K +1,635 New
QIM
642
Quantitative Investment Management
Virginia
$447K -$934K -3,413 -68%
ST
643
Spinnaker Trust
Maine
$442K
Capstone Investment Advisors
644
Capstone Investment Advisors
New York
$434K -$6.33M -23,140 -94%
CRC
645
Curi RMB Capital
Illinois
$430K
BW
646
Bison Wealth
Georgia
$428K +$20.5K +75 +6%
PCA
647
Personal Capital Advisors
California
$426K -$547 -2 -0.1%
HCMT
648
Highland Capital Management (Tennessee)
Tennessee
$418K -$31.5K -115 -7%
BDA
649
Borer Denton & Associates
Pennsylvania
$418K
BHWM
650
Bar Harbor Wealth Management
New Hampshire
$415K +$407K +1,488 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.