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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
BPC
101
Banque Pictet & Cie
Switzerland
$48.2M +$1.63M +5,965 +4%
HHAA
102
Henry H. Armstrong Associates
Pennsylvania
$47.6M -$918K -3,355 -2%
CM
103
Cercano Management
Washington
$47.4M +$46.5M +169,948 New
Canada Life
104
Canada Life
Manitoba, Canada
$47.3M +$1.03M +3,760 +2%
DC
105
Davenport & Co
Virginia
$46.5M -$197K -721 -0.4%
New York State Teachers Retirement System (NYSTRS)
106
New York State Teachers Retirement System (NYSTRS)
New York
$46.2M -$1.09M -3,974 -2%
SEI Investments
107
SEI Investments
Pennsylvania
$44.6M +$481K +1,760 +1%
JP Morgan Chase
108
JP Morgan Chase
New York
$44.4M -$4.92M -17,993 -10%
TFP
109
Triple Frond Partners
California
$44M
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$44M -$21.7M -79,255 -34%
ZIG
111
Zurich Insurance Group
Switzerland
$41.6M -$17.9M -65,465 -30%
Mackenzie Financial
112
Mackenzie Financial
Ontario, Canada
$40.5M -$2.46M -9,000 -6%
BNP Paribas Asset Management
113
BNP Paribas Asset Management
France
$40M +$2.76M +10,077 +8%
First Manhattan
114
First Manhattan
New York
$40M -$504K -1,844 -1%
DZ Bank
115
DZ Bank
Germany
$39.9M -$3.1M -11,333 -7%
State of Wisconsin Investment Board
116
State of Wisconsin Investment Board
Wisconsin
$38.6M -$19M -69,358 -33%
Prudential Financial
117
Prudential Financial
New Jersey
$37.7M +$832K +3,040 +2%
RJA
118
Raymond James & Associates
Florida
$35.7M +$103K +378 +0.3%
SIC
119
Schwartz Investment Counsel
Michigan
$35.3M
DekaBank Deutsche Girozentrale
120
DekaBank Deutsche Girozentrale
Germany
$35.3M +$465K +1,699 +1%
PAM
121
PineStone Asset Management
Quebec, Canada
$34.9M +$34.2M +125,209 New
Wells Fargo
122
Wells Fargo
California
$34.6M +$1.37M +5,020 +4%
BCM
123
Bowie Capital Management
Texas
$34.3M -$1.08M -3,935 -3%
AM
124
AGF Management
Ontario, Canada
$33.9M +$33.3M +121,840 New
Envestnet Asset Management
125
Envestnet Asset Management
Illinois
$33.5M +$2.01M +7,351 +7%

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.