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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
MAM
801
Magellan Asset Management
Australia
$187K -$288K -1,054 -61%
Dimensional Fund Advisors
802
Dimensional Fund Advisors
Texas
$187K -$155K -567 -0.1%
CT
803
Caldwell Trust
Florida
$184K
RTC
804
Riverview Trust Company
Washington
$179K
FHA
805
First Horizon Advisors
Tennessee
$179K +$17.5K +64 +11%
AA
806
Addison Advisors
Vermont
$178K +$150K +549 +610%
FCA
807
FinTrust Capital Advisors
South Carolina
$177K
CLOS
808
Compagnie Lombard Odier SCmA
Switzerland
$174K +$109K +398 +177%
EE
809
EWG Elevate
California
$174K +$170K +623 New
TLCM
810
Twin Lakes Capital Management
California
$172K -$91.1K -333 -35%
AA
811
Alta Advisers
United Kingdom
$139K
CAM
812
Close Asset Management
United Kingdom
$139K
EWA
813
EverSource Wealth Advisors
Alabama
$138K -$76.3K -279 -36%
AWM
814
Atticus Wealth Management
Florida
$137K +$63.7K +233 +91%
TWA
815
TCI Wealth Advisors
Arizona
$136K -$4.65K -17 -3%
DGAM
816
Desjardins Global Asset Management
Quebec, Canada
$133K +$3.83K +14 +3%
FFA
817
Farther Finance Advisors
California
$130K +$127K +466 New
LC
818
Lindbrook Capital
California
$126K +$26.3K +96 +27%
TFM
819
TFC Financial Management
Massachusetts
$125K +$59.9K +219 +96%
AF
820
Allworth Financial
California
$125K +$38K +139 +45%
MPWT
821
MassMutual Private Wealth & Trust
Connecticut
$124K -$7.66K -28 -6%
MCM
822
Manchester Capital Management
Vermont
$118K -$547 -2 -0.5%
HI
823
Harbour Investments
Wisconsin
$110K -$5.2K -19 -5%
Pacer Advisors
824
Pacer Advisors
Pennsylvania
$101K +$11.2K +41 +13%
BWM
825
BerganKDV Wealth Management
Minnesota
$99.2K +$1.64K +6 +2%

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.