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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
CCM
51
Cantillon Capital Management
New York
$143M -$2.94M -10,755 -2%
Russell Investments Group
52
Russell Investments Group
United Kingdom
$137M -$5.69M -20,810 -4%
AIM
53
Allen Investment Management
New York
$136M -$8.33M -30,468 -6%
MNG
54
Manning & Napier Group
New York
$126M +$9.95M +36,381 +9%
Barclays
55
Barclays
United Kingdom
$119M +$37.2M +136,007 +47%
Mitsubishi UFJ Asset Management
56
Mitsubishi UFJ Asset Management
Japan
$118M +$29.9M +109,356 +35%
MA
57
Marshfield Associates
District of Columbia
$117M +$28.9M +105,576 +34%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$117M +$4.06M +14,833 +4%
Marshall Wace
59
Marshall Wace
United Kingdom
$114M +$67.2M +245,847 +150%
Ameriprise
60
Ameriprise
Minnesota
$114M +$5.2M +19,025 +5%
NONA
61
Ninety One North America
New York
$110M -$13.3M -48,546 -11%
SP
62
Sarasin & Partners
United Kingdom
$104M +$5.6M +20,473 +6%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$102M +$2.14M +7,825 +2%
EAM
64
Eagle Asset Management
Florida
$99.6M +$57.7M +210,776 +141%
Luther King Capital Management (LKCM)
65
Luther King Capital Management (LKCM)
Texas
$91.5M -$12M -44,045 -12%
Newport Trust Company
66
Newport Trust Company
District of Columbia
$89.8M -$174K -636 -0.2%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$88.8M +$580K +2,119 +0.7%
Wellington Management Group
68
Wellington Management Group
Massachusetts
$88.1M -$11M -40,146 -11%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$87.7M +$3.37M +12,325 +4%
Aviva
70
Aviva
United Kingdom
$82M -$15.7M -57,438 -16%
HighTower Advisors
71
HighTower Advisors
Illinois
$81M +$1.66M +6,061 +2%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$79.9M +$425K +1,555 +0.5%
Axa
73
Axa
France
$79.9M +$11.2M +41,077 +17%
TAM
74
Troy Asset Management
United Kingdom
$79.5M +$1.64M +5,998 +2%
HSBC Holdings
75
HSBC Holdings
United Kingdom
$76.4M +$35.2M +128,768 +88%

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.