Moody's
963 hedge funds and large institutions have $52.2B invested in Moody's in 2023 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 338 increasing their positions, 343 reducing their positions, and 69 closing their positions.
88% more call options, than puts
Call options by funds: $221M | Put options by funds: $118M
28% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 69
16% more funds holding in top 10
Funds holding in top 10: 37 → 43 (+6)
7% more capital invested
Capital invested by funds: $48.7B → $52.2B (+$3.53B)
0.12% more ownership
Funds ownership: 92.92% → 93.04% (+0.12%)
0% more funds holding
Funds holding: 963 → 963 (0)
1% less repeat investments, than reductions
Existing positions increased: 338 | Existing positions reduced: 343
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$359M |
| 2 |
TCI Fund Management
London,
United Kingdom
|
+$350M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$289M |
| 4 |
PAM
PineStone Asset Management
Montreal,
Quebec, Canada
|
+$264M |
| 5 |
SP
Sarasin & Partners
London,
United Kingdom
|
+$159M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Flossbach Von Storch
Cologne,
Germany
|
-$386M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$348M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$335M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$260M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$204M |
MCO Hedge Fund Activity: Q1 2023 in Review
963 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q1 2023, worth a combined $52.2B — up 7.3% from $48.7B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new MCO positions and 69 closed out — a net gain of 19 holders — while 338 added to existing stakes and 343 trimmed.
The largest buyer was Jennison Associates, adding an estimated $359M. The largest seller was Flossbach Von Storch, cutting an estimated $386M.
- 963 institutional investors held Moody's (MCO) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $52.2B of Moody's stock for Q1 2023, up 7.3% quarter-over-quarter.
- 88 funds opened new Moody's positions in Q1 2023 and 69 closed out, a net change of +19 holders.
- The largest Moody's buyer in Q1 2023 was Jennison Associates, an estimated $359M added.
- The largest Moody's seller in Q1 2023 was Flossbach Von Storch, an estimated $386M sold.
Based on aggregated 13F filings for Q1 2023.