Moody's
MCO
1,019 hedge funds and large institutions have $57.1B invested in Moody's in 2022 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 386 increasing their positions, 348 reducing their positions, and 107 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 386 | Existing positions reduced: 348
0.19% more ownership
Funds ownership: 91.37% → 91.55% (+0.19%)
3% less funds holding
Funds holding: 1,054 → 1,019 (-35)
13% less capital invested
Capital invested by funds: $65.9B → $57.1B (-$8.72B)
19% less funds holding in top 10
Funds holding in top 10: 43 → 35 (-8)
25% less first-time investments, than exits
New positions opened: 80 | Existing positions closed: 107
36% less call options, than puts
Call options by funds: $77.8M | Put options by funds: $121M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Flossbach Von Storch
Cologne,
Germany
|
+$292M |
| 2 |
TCI Fund Management
London,
United Kingdom
|
+$243M |
| 3 |
BlackRock
New York
|
+$187M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$185M |
| 5 |
JIM
Jensen Investment Management
Lake Oswego,
Oregon
|
+$173M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$807M |
| 2 |
UBS AM
Chicago,
Illinois
|
-$191M |
| 3 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$179M |
| 4 |
CP
Castleview Partners
Dallas,
Texas
|
-$123M |
| 5 |
RCM
Rings Capital Management
Chicago,
Illinois
|
-$92.6M |
MCO Hedge Fund Activity: Q1 2022 in Review
1,019 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q1 2022, worth a combined $57.1B — down 13% from $65.9B a quarter earlier.
Sellers outnumbered buyers: 107 funds closed out of MCO and 80 opened new positions — a net loss of 27 holders — while 348 trimmed existing stakes and 386 added.
The largest buyer was Flossbach Von Storch, adding an estimated $292M. The largest seller was Capital International Investors, cutting an estimated $807M.
- 1,019 institutional investors held Moody's (MCO) as of Q1 2022, down from 1,054 in Q4 2021.
- Funds reported $57.1B of Moody's stock for Q1 2022, down 13% quarter-over-quarter.
- 80 funds opened new Moody's positions in Q1 2022 and 107 closed out, a net change of -27 holders.
- The largest Moody's buyer in Q1 2022 was Flossbach Von Storch, an estimated $292M added.
- The largest Moody's seller in Q1 2022 was Capital International Investors, an estimated $807M sold.
Based on aggregated 13F filings for Q1 2022.