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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
TJHA
926
Thomas J. Herzfeld Advisors
Florida
$4.18K
SC
927
Sierra Capital
Florida
$4K
TSWM
928
Tyler-Stone Wealth Management
Ohio
$4K
PO
929
Private Ocean
California
$3.9K +$3.83K +14 New
LWP
930
Lumature Wealth Partners
Georgia
$3.34K
DI
931
Disciplined Investments
Oklahoma
$3.06K -$274 -1 -8%
SIC
932
SJS Investment Consulting
Ohio
$3.06K +$1.92K +7 +175%
MUMSS
933
Mitsubishi UFJ Morgan Stanley Securities
Japan
$3K -$2.73K -10 -50%
CYG
934
Clean Yield Group
Vermont
$2.79K
M
935
MOTCO
Texas
$2.51K
CTA
936
Colonial Trust Advisors
South Carolina
$2.51K +$2.46K +9 New
APC
937
Aspire Private Capital
North Carolina
$2.23K
ONST
938
Old North State Trust
North Carolina
$2K +$1.64K +6 New
HDIM
939
Hanson & Doremus Investment Management
Vermont
$2K +$1.92K +7 New
TCOT
940
Trust Company of Toledo
Ohio
$1.88K
WT
941
Washington Trust
Rhode Island
$1.67K -$8.21K -30 -83%
CCA
942
Column Capital Advisors
Indiana
$1.67K
HWP
943
Highline Wealth Partners
California
$1.67K
TCA
944
Trifecta Capital Advisors
Illinois
$1.67K +$1.64K +6 New
AWM
945
Avior Wealth Management
Nebraska
$1.67K
SCA
946
Stonebridge Capital Advisors
Minnesota
$1.4K
WWM
947
Wolff Wiese Magana
California
$1.39K +$547 +2 +67%
MPCL
948
My Personal CFO LLC
Washington
$1.39K +$1.37K +5 New
BAM
949
Bellevue Asset Management
Washington
$1.38K +$1.37K +5 New
GFPC
950
Global Financial Private Client
Florida
$1.11K

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.