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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
TSS
651
Two Sigma Securities
New York
$414K +$406K +1,485 New
CFGS
652
Concourse Financial Group Securities
Alabama
$408K +$274 +1 +0.1%
BAM
653
Brave Asset Management
New Jersey
$406K
EWM
654
Evercore Wealth Management
New York
$402K +$10.9K +40 +3%
DP
655
DDD Partners
Washington
$395K
BFM
656
Boothbay Fund Management
New York
$394K +$99K +362 +34%
ZCA
657
Zeke Capital Advisors
Pennsylvania
$393K +$385K +1,409 New
DWM
658
Drive Wealth Management
Utah
$391K +$27.9K +102 +8%
ACM
659
Argyle Capital Management
Pennsylvania
$390K
CWM
660
Circle Wealth Management
New Jersey
$387K +$380K +1,389 New
ATC
661
Argent Trust Co
Tennessee
$379K -$21.3K -78 -5%
PIM
662
Penobscot Investment Management
Massachusetts
$378K -$98.5K -360 -21%
SS
663
Simplicity Solutions
Minnesota
$372K +$35K +128 +11%
VAS
664
Vestmark Advisory Solutions
Massachusetts
$370K +$16.1K +59 +5%
LPT
665
Legacy Private Trust
Wisconsin
$366K
PAG
666
Private Advisor Group
New Jersey
$364K +$49.5K +181 +6%
JWCA
667
J.W. Coons Advisors
Ohio
$362K
Fayez Sarofim & Co
668
Fayez Sarofim & Co
Texas
$358K
PEA
669
Park Edge Advisors
Ohio
$358K +$351K +1,285 New
WM
670
Whitford Management
New York
$353K +$347K +1,268 New
TCOV
671
Trust Company of Vermont
Vermont
$351K
BOTW
672
Bank of the West
California
$351K
RHJA
673
Rice Hall James & Associates
California
$351K -$159K -580 -32%
PHAM
674
Palisades Hudson Asset Management
Florida
$351K
MCM
675
Maple Capital Management
Vermont
$349K +$1.92K +7 +0.6%

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.