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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
WIC
776
Woodmont Investment Counsel
Tennessee
$223K +$219K +800 New
GWM
777
GSB Wealth Management
Connecticut
$220K +$216K +788 New
BWP
778
BSW Wealth Partners
Colorado
$219K +$215K +786 New
FAM
779
Fenimore Asset Management
New York
$219K +$215K +787 New
CP
780
Castleview Partners
Texas
$217K +$17.8K +65 +9%
KCM
781
Kathmere Capital Management
Pennsylvania
$216K +$212K +775 New
BHIA
782
Birch Hill Investment Advisors
Massachusetts
$215K +$211K +770 New
LFM
783
LGT Fund Management
Liechtenstein
$215K +$211K +770 New
YWP
784
YorkBridge Wealth Partners
New York
$214K +$210K +767 New
FFP
785
FourThought Financial Partners
Florida
$211K +$207K +757 New
SMWM
786
Silvia McColl Wealth Management
California
$207K +$203K +742 New
AAM
787
Advisors Asset Management
Colorado
$206K -$56.3K -206 -22%
PG
788
Pendal Group
Australia
$206K +$202K +738 New
CSIC
789
Clifford Swan Investment Counsel
California
$204K +$200K +733 New
TIMH
790
Tilt Investment Management Holdings
New York
$204K +$200K +732 New
UCFA
791
United Capital Financial Advisors
Texas
$204K +$200K +732 New
MAG
792
Mayfair Advisory Group
Alabama
$204K +$191K +700 New
CI
793
CX Institutional
Indiana
$203K +$200K +730 New
BSW
794
Buckingham Strategic Wealth
Missouri
$203K +$200K +730 New
SSB
795
Sandy Spring Bank
Maryland
$203K -$43.2K -158 -18%
WKSWA
796
White Knight Strategic Wealth Advisors
New Jersey
$201K +$197K +720 New
MAM
797
McLean Asset Management
Virginia
$201K +$197K +720 New
CA
798
Carson Advisory
Georgia
$201K +$197K +720 New
GIA
799
Gladstone Institutional Advisory
Florida
$200K +$197K +719 New
JEST
800
JTC Employer Solutions Trustee
Jersey
$189K

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.