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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
GBT
826
Grove Bank & Trust
Florida
$93K +$91.4K +334 New
CFO
827
CVA Family Office
Colorado
$91.9K +$27.4K +100 +43%
JFA
828
JNBA Financial Advisors
Minnesota
$90.6K
RBC
829
Romano Brothers & Co
Illinois
$90.6K +$88.9K +325 New
LS
830
Livforsakringsbolaget Skandia
Sweden
$89.7K
QC
831
Quent Capital
New York
$89.7K -$8.21K -30 -9%
GCGDR
832
Geo Capital Gestora de Recursos
Brazil
$88K -$1.64K -6 -2%
SC
833
SouthState Corp
Florida
$85K
SIC
834
Salem Investment Counselors
North Carolina
$84.4K
YAL
835
Your Advocates Ltd
Texas
$83.6K
PFBT
836
Parkside Financial Bank & Trust
Missouri
$78.3K
BTI
837
Blue Trust Inc
Georgia
$77K +$52.2K +191 +152%
IGWM
838
ICA Group Wealth Management
Colorado
$74.4K +$73K +267 New
RMC
839
Resources Management Corp
Connecticut
$74K
HCP
840
Hexagon Capital Partners
Arkansas
$73.6K -$12.9K -47 -15%
CA
841
CoreCap Advisors
Michigan
$73.6K +$72.2K +264 New
BFEC
842
Benjamin F. Edwards & Company
Missouri
$73K
KTC
843
Kistler-Tiffany Companies
Pennsylvania
$69.7K
MS
844
Madden Securities
Texas
$69.7K +$68.4K +250 New
KFP
845
KB Financial Partners
New Jersey
$69K +$9.03K +33 +15%
NSIM
846
North Star Investment Management
Illinois
$68K +$1.09K +4 +2%
HT
847
Headlands Technologies
Illinois
$67K +$65.9K +241 New
SIA
848
SkyView Investment Advisors
New Jersey
$65K +$3.01K +11 +5%
SIS
849
Sound Income Strategies
Florida
$64.6K +$63.5K +232 New
AP
850
Arlington Partners
Alabama
$64.1K +$29.3K +107 +87%

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.