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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
FMII
876
Farmers & Merchants Investments Inc
Nebraska
$35.9K
JWA
877
JFS Wealth Advisors
Pennsylvania
$34.5K -$4.1K -15 -11%
FPA
878
First Pacific Advisors
California
$32K -$73.9K -270 -70%
CSB
879
City State Bank
Iowa
$30K
CWM
880
Compass Wealth Management
Connecticut
$28.4K +$27.9K +102 New
Loomis, Sayles & Company
881
Loomis, Sayles & Company
Massachusetts
$28K -$2.19K -8 -7%
Jones Financial Companies
882
Jones Financial Companies
Missouri
$27K +$4.1K +15 +18%
C
883
Covestor
United Kingdom
$26K -$821 -3 -3%
SWM
884
Sugarloaf Wealth Management
Georgia
$24.2K
ACA
885
Atlas Capital Advisors
Wyoming
$24K -$21.9K -80 -48%
OAJ
886
Ogorek Anthony Joseph
New York
$23K
CAC
887
Core Alternative Capital
Georgia
$22K +$274 +1 +1%
EARNEST Partners
888
EARNEST Partners
Georgia
$21.7K
RFA
889
Resurgent Financial Advisors
Georgia
$21.7K +$21.3K +78 New
WPA
890
West Paces Advisors
Georgia
$20.9K
HH
891
HWG Holdings
Texas
$19K
AF
892
Advisornet Financial
Minnesota
$17.6K -$2.73K -10 -14%
WAS
893
Wesleyan Assurance Society
United Kingdom
$17K
Canada Pension Plan Investment Board
894
Canada Pension Plan Investment Board
Ontario, Canada
$17K -$23.3M -85,196 -100%
MCM
895
MV Capital Management
Maryland
$16.7K -$9.03K -33 -35%
FMP
896
Financial Management Professionals
Texas
$16K -$1.64K -6 -10%
CA
897
Clearstead Advisors
Ohio
$15.3K +$6.84K +25 +83%
HFS
898
Hantz Financial Services
Michigan
$15K
BWA
899
BDO Wealth Advisors
Florida
$14.2K -$20.5K -75 -60%
ADL
900
Asset Dedication LLC
California
$13K

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.