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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
OC
901
Oakworth Capital
Alabama
$12.5K
CIBC Private Wealth Group
902
CIBC Private Wealth Group
Georgia
$12.5K -$405K -1,482 -3%
3IP
903
3Chopt Investment Partners
Virginia
$11.1K +$10.9K +40 New
SWA
904
Sutton Wealth Advisors
Florida
$10.9K -$2.73K -10 -20%
EBA
905
Eagle Bay Advisors
New York
$10.6K +$2.46K +9 +31%
RCM
906
Raleigh Capital Management
North Carolina
$10.1K +$3.01K +11 +44%
VCM
907
Vigilant Capital Management
Maine
$10K -$23K -84 -70%
LCM
908
Logan Capital Management
Pennsylvania
$9.47K
SWA
909
SOA Wealth Advisors
New York
$8.92K
USCWA
910
U.S. Capital Wealth Advisors
Texas
$8.92K +$8.75K +32 New
LFG
911
Larson Financial Group
Missouri
$8.36K
MFT
912
Moisand Fitzgerald Tamayo
Florida
$7.8K
LB
913
Legacy Bridge
Iowa
$6.97K
VCM
914
Versant Capital Management
Arizona
$6.97K
AWM
915
Abound Wealth Management
Tennessee
$6.69K +$4.1K +15 +167%
FCA
916
Fortis Capital Advisors
Kansas
$6.69K +$6.57K +24 New
BA
917
Bellwether Advisors
Nebraska
$6.41K +$3.01K +11 +92%
IRC
918
Investors Research Corp
Georgia
$6.13K
SC
919
Schubert & Co
Texas
$6.13K +$821 +3 +16%
QL
920
Quarry LP
New York
$6.13K +$6.02K +22 New
CFD
921
Creative Financial Designs
Indiana
$4.77K
PWMG
922
Prestige Wealth Management Group
New Jersey
$4.74K -$274 -1 -6%
HIA
923
Harbor Investment Advisory
Maryland
$4.46K -$547 -2 -11%
TFS
924
TrustCore Financial Services
Tennessee
$4.46K
MCC
925
Money Concepts Capital
Florida
$4.46K +$1.92K +7 +78%

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.