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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
PAMG
701
Patton Albertson Miller Group
Tennessee
$309K
PAM
702
Paradigm Asset Management
New York
$306K +$301K +1,100 New
EI
703
Ellevest Inc
New York
$306K +$69.7K +255 +30%
FC
704
Financial Consulate
Maryland
$305K +$7.66K +28 +3%
RA
705
RFG Advisory
Alabama
$304K -$4.65K -17 -2%
RRC
706
Relaxing Retirement Coach
Massachusetts
$303K
ZB
707
Zions Bancorporation
Utah
$299K +$30.9K +113 +12%
IA
708
IFP Advisors
Florida
$297K -$55.5K -203 -6%
NP
709
NorthRock Partners
Minnesota
$297K +$291K +1,064 New
AWS
710
Atria Wealth Solutions
New York
$296K +$47K +172 +19%
QCG
711
Quadrant Capital Group
Ohio
$294K +$34.7K +127 +14%
SIM
712
Sentry Investment Management
Wisconsin
$293K -$9.57K -35 -3%
BCM
713
Boltwood Capital Management
California
$293K -$27.4K -100 -9%
AAS
714
Avantax Advisory Services
Texas
$292K -$119K -434 -29%
CIC
715
Carnegie Investment Counsel
Ohio
$291K +$274 +1 +0.1%
HCM
716
Howland Capital Management
Massachusetts
$291K +$1.37K +5 +0.5%
BP
717
Broadleaf Partners
Ohio
$290K
OPS
718
Orion Portfolio Solutions
Nebraska
$290K +$48.1K +176 +20%
CA
719
Cornerstone Advisory
Maryland
$288K +$547 +2 +0.2%
BFS
720
Bradley Foster & Sargent
Connecticut
$287K -$12.6K -46 -4%
DWT
721
Dorsey & Whitney Trust
South Dakota
$284K +$9.85K +36 +4%
SWA
722
Stratos Wealth Advisors
Ohio
$284K +$279K +1,019 New
SCM
723
Shelton Capital Management
Colorado
$282K
KCM
724
Kanawha Capital Management
Virginia
$279K
BFIM
725
Beese Fulmer Investment Management
Ohio
$279K

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.