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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
AA
951
Ancora Advisors
Ohio
$1K +$547 +2 New
ECM
952
Everence Capital Management
Indiana
$963 +$21.9K +80 +2%
PA
953
PSI Advisors
Florida
$836
CWP
954
Concord Wealth Partners
Virginia
$836 +$821 +3 New
GI
955
Gradient Investments
Minnesota
$557 -$821 -3 -60%
LF
956
Lee Financial
Texas
$557
MYAM
957
Meiji Yasuda Asset Management
Japan
$461 -$25.7K -94 -5%
JWM
958
Janiczek Wealth Management
Colorado
$312
DWA
959
Delos Wealth Advisors
Texas
$279
HCM
960
Hollencrest Capital Management
California
$279 +$274 +1 New
SPWM
961
Spartan Planning & Wealth Management
North Carolina
$279 +$274 +1 New
CMP
962
Coston McIsaac & Partners
Maine
$64 +$274 +1 +0.4%
ACP
963
Atalan Capital Partners
New York
-$53.3M -219,362 Closed
TC
964
TwinBeech Capital
New York
-$11.2M -45,945 Closed
PHK
965
Point72 Hong Kong
Hong Kong
-$7.02M -28,873 Closed
QT
966
Quantbot Technologies
New York
-$5.76M -23,690 Closed
RWM
967
Ritholtz Wealth Management
New York
-$4.95M -20,368 Closed
SSA
968
Schonfeld Strategic Advisors
New York
-$4.78M -19,648 Closed
E
969
Ergoteles
New York
-$4.58M -18,850 Closed
LCM
970
Laurion Capital Management
New York
-$4.16M -17,110 Closed
VNB
971
Virginia National Bank
Virginia
-$3.51M -14,452 Closed
ACM
972
Aquatic Capital Management
Illinois
-$3.45M -14,200 Closed
ECM
973
ExodusPoint Capital Management
New York
-$3.25M -13,381 Closed
Lord, Abbett & Co
974
Lord, Abbett & Co
New Jersey
-$2.79M -11,456 Closed
EGM
975
Engineers Gate Manager
New York
-$2.69M -11,046 Closed

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.