Moody's
MCO
1,054 hedge funds and large institutions have $65.9B invested in Moody's in 2021 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 388 increasing their positions, 299 reducing their positions, and 59 closing their positions.
168% more first-time investments, than exits
New positions opened: 158 | Existing positions closed: 59
30% more repeat investments, than reductions
Existing positions increased: 388 | Existing positions reduced: 299
19% more funds holding in top 10
Funds holding in top 10: 36 → 43 (+7)
10% more capital invested
Capital invested by funds: $59.9B → $65.9B (+$5.92B)
9% more funds holding
Funds holding: 969 → 1,054 (+85)
0.41% more ownership
Funds ownership: 90.96% → 91.37% (+0.41%)
47% less call options, than puts
Call options by funds: $74.1M | Put options by funds: $139M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$249M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$238M |
| 3 |
CAM
Close Asset Management
London,
United Kingdom
|
+$146M |
| 4 |
MAMU
Marathon Asset Management (UK)
London,
United Kingdom
|
+$89M |
| 5 |
Amundi
Paris,
France
|
+$86.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VAM
Veritas Asset Management
London,
United Kingdom
|
-$363M |
| 2 |
WPL
WINDACRE PARTNERSHIP LLC
Houston,
Texas
|
-$308M |
| 3 |
Harris Associates
Chicago,
Illinois
|
-$163M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$150M |
| 5 |
AC
AKO Capital
London,
United Kingdom
|
-$90.5M |
MCO Hedge Fund Activity: Q4 2021 in Review
1,054 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q4 2021, worth a combined $65.9B — up 9.9% from $59.9B a quarter earlier.
Buyers outnumbered sellers: 158 funds opened new MCO positions and 59 closed out — a net gain of 99 holders — while 388 added to existing stakes and 299 trimmed.
The largest buyer was BlackRock, adding an estimated $249M. The largest seller was Veritas Asset Management, cutting an estimated $363M.
- 1,054 institutional investors held Moody's (MCO) as of Q4 2021, up from 969 in Q3 2021.
- Funds reported $65.9B of Moody's stock for Q4 2021, up 9.9% quarter-over-quarter.
- 158 funds opened new Moody's positions in Q4 2021 and 59 closed out, a net change of +99 holders.
- The largest Moody's buyer in Q4 2021 was BlackRock, an estimated $249M added.
- The largest Moody's seller in Q4 2021 was Veritas Asset Management, an estimated $363M sold.
Based on aggregated 13F filings for Q4 2021.