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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
TPCW
676
TD Private Client Wealth
New York
$349K +$32K +117 +10%
SC
677
Savant Capital
Illinois
$346K +$24.6K +90 +8%
LSA
678
Leonteq Securities AG
Switzerland
$346K -$55.3K -202 -14%
VCA
679
Verdence Capital Advisors
Maryland
$346K -$298K -1,089 -47%
CCA
680
Checchi Capital Advisers
California
$345K -$547 -2 -0.2%
DBT
681
Dubuque Bank & Trust
Iowa
$345K
SSG
682
Summit Securities Group
New York
$345K +$168K +616 +99%
LNC
683
Lincoln National Corp
Pennsylvania
$342K +$71.4K +261 +27%
HFM
684
Harvest Fund Management
China
$339K +$331K +1,211 +20,183%
OC
685
Oppenheimer & Co
New York
$338K -$37.2K -136 -10%
PCP
686
Proficio Capital Partners
Massachusetts
$337K -$13.9K -51 -4%
CSI
687
Cross Staff Investments
New York
$334K
LTAS
688
Linden Thomas Advisory Services
North Carolina
$334K +$328K +1,199 New
VFA
689
Valeo Financial Advisors
Indiana
$334K +$101K +371 +45%
WB
690
Webster Bank
Connecticut
$334K
TCM
691
Tributary Capital Management
Nebraska
$332K -$6.84K -25 -2%
VF
692
Virtu Financial
New York
$327K +$321K +1,175 New
ASN
693
Advisory Services Network
Georgia
$323K -$179K -653 -36%
SIM
694
Studio Investment Management
Illinois
$323K +$14.5K +53 +5%
CW
695
Connectus Wealth
Ohio
$321K -$821 -3 -0.3%
TC
696
TownSquare Capital
Utah
$320K +$314K +1,147 New
RIA
697
Regal Investment Advisors
Michigan
$318K -$45.4K -166 -13%
IPW
698
Invictus Private Wealth
Colorado
$318K +$312K +1,140 New
IAIM
699
International Assets Investment Management
Florida
$311K +$306K +1,118 New
FNBT
700
FineMark National Bank & Trust
Florida
$311K -$9.85K -36 -3%

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.