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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
MWM
851
MinichMacGregor Wealth Management
New York
$60.2K +$59.1K +216 New
SWM
852
Spire Wealth Management
Virginia
$60K +$4.92K +18 +9%
PTC
853
Private Trust Company
Ohio
$58K -$8.75K -32 -13%
DMBA
854
Deseret Mutual Benefit Administrators
Utah
$55.7K -$44.9K -164 -45%
GWM
855
Geneos Wealth Management
Colorado
$55.7K -$27.4K -100 -33%
EDRH
856
Edmond de Rothschild Holding
Switzerland
$55.7K
MRCM
857
M&R Capital Management
New Jersey
$55.7K
MLA
858
MB, Levis & Associates
Pennsylvania
$55.7K +$54.7K +200 New
CFFP
859
Center for Financial Planning
Michigan
$55.4K -$7.11K -26 -12%
CWC
860
Carolinas Wealth Consulting
North Carolina
$55.3K +$6.57K +24 +14%
PI
861
PEAK6 Investments
Illinois
$55K +$53.1K +194 +6,467%
GWS
862
Glassman Wealth Services
Virginia
$54.3K -$10.1K -37 -16%
CSPAM
863
Cary Street Partners Asset Management
Virginia
$53.5K
BAM
864
Belpointe Asset Management
Nevada
$52.4K +$51.4K +188 New
CB
865
Centennial Bank
Arkansas
$51.5K +$50.6K +185 New
JGIA
866
Jackson Grant Investment Advisers
Connecticut
$47.1K
AWM
867
Accurate Wealth Management
Florida
$46.5K +$42.9K +157 New
SC
868
Seldon Capital
California
$46.3K
ETH
869
Exos TFP Holdings
New York
$46.3K +$45.4K +166 New
SCM
870
Silvant Capital Management
Georgia
$43.7K
PGAM
871
Princeton Global Asset Management
New Jersey
$43K -$274 -1 -0.6%
PI
872
PineBridge Investments
New York
$40.7K
BIA
873
Bell Investment Advisors
California
$37.9K +$3.83K +14 +11%
GRP
874
Global Retirement Partners
California
$37.3K +$10.4K +38 +40%
DJSG
875
D.J. St. Germain
Massachusetts
$36.2K +$35.6K +130 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.