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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
4WM
751
4J Wealth Management
Virginia
$241K -$1.37K -5 -0.6%
FHA
752
Flagship Harbor Advisors
Massachusetts
$241K +$821 +3 +0.3%
FFA
753
First Foundation Advisors
California
$240K +$236K +862 New
DTL
754
Dynamic Technology Lab
Singapore
$240K -$823K -3,008 -78%
SF
755
Synovus Financial
Georgia
$240K -$1.92K -7 -0.8%
P
756
Pitcairn
Pennsylvania
$239K -$7.93K -29 -3%
SF
757
Summit Financial
New Jersey
$237K -$12K -44 -5%
GC
758
Gilbert & Cook
Iowa
$237K +$7.66K +28 +3%
CHA
759
Carmichael Hill & Associates
Maryland
$234K
ANBT
760
American National Bank & Trust
Texas
$232K +$216K +790 +1,837%
Nomura Holdings
761
Nomura Holdings
Japan
$232K +$228K +835 New
PCM
762
Penserra Capital Management
California
$231K -$15.6K -57 -6%
ACM
763
Acrisure Capital Management
Texas
$231K +$226K +828 New
BB
764
Busey Bank
Illinois
$230K +$225K +824 New
AG
765
Ascent Group
Virginia
$228K +$224K +819 New
AWA
766
Aaron Wealth Advisors
Illinois
$228K -$43.8K -160 -16%
NA
767
NewEdge Advisors
Louisiana
$227K -$97.1K -355 -9%
BWP
768
Baldwin Wealth Partners
Massachusetts
$227K
TCBWMS
769
Texas Capital Bank Wealth Management Services
Texas
$227K -$5.47K -20 -2%
HWA
770
HCR Wealth Advisors
California
$226K +$222K +812 New
SFO
771
Stokes Family Office
Louisiana
$226K +$222K +812 New
FPCP
772
Fort Point Capital Partners
California
$225K +$221K +809 New
CAL
773
Capital Advisors Ltd
Ohio
$225K +$3.01K +11 +1%
AP
774
Atwood & Palmer
Missouri
$223K
6F
775
626 Financial
Michigan
$223K +$219K +800 New

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.