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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
MIM
726
Meridiem Investment Management
United Kingdom
$279K +$274K +1,000 New
AAP
727
Arax Advisory Partners
Colorado
$277K -$56.1K -205 -17%
HCM
728
Hutner Capital Management
Vermont
$276K -$4.1K -15 -1%
CI
729
Conning Inc
Connecticut
$276K -$3.56K -13 -1%
WPC
730
Wedmont Private Capital
Pennsylvania
$275K +$260K +950 New
Wolverine Trading
731
Wolverine Trading
Illinois
$275K -$976K -3,569 -78%
SC
732
Shearwater Capital
Colorado
$268K +$547 +2 +0.2%
BBI
733
Baxter Bros Inc
Connecticut
$264K
PI
734
Pettee Investors
Connecticut
$264K
Federated Hermes
735
Federated Hermes
Pennsylvania
$261K -$71.1K -260 -22%
AOI
736
Auto-Owners Insurance
Michigan
$260K +$255K +933 New
DADC
737
D.A. Davidson & Co
Montana
$259K +$254K +928 New
SCA
738
Snowden Capital Advisors
New York
$258K -$46.8K -171 -16%
SIA
739
Schechter Investment Advisors
Michigan
$257K -$9.57K -35 -4%
RIA
740
Realta Investment Advisors
Delaware
$256K
PMEF
741
Point72 Middle East FZE
United Arab Emirates
$251K +$247K +902 New
KSWA
742
Kathleen S. Wright Associates
Pennsylvania
$251K -$82.1K -300 -25%
WSTAM
743
Wilbanks Smith & Thomas Asset Management
Virginia
$249K
AC
744
Abbrea Capital
California
$245K
LSA
745
Lion Street Advisors
Texas
$245K +$166K +606 New
APG
746
Abacus Planning Group
South Carolina
$244K
CPW
747
Crestmont Private Wealth
Texas
$243K +$238K +871 New
MA
748
Mutual Advisors
Nebraska
$242K +$237K +868 New
SB
749
Sunflower Bank
Texas
$241K -$76.3K -279 -24%
RAM
750
Roanoke Asset Management
New Jersey
$241K

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.