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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
Schroder Investment Management Group
126
Schroder Investment Management Group
United Kingdom
$33.5M -$5.79M -21,182 -15%
Nordea Investment Management
127
Nordea Investment Management
Sweden
$32.7M -$11.2M -40,993 -26%
Manulife (Manufacturers Life Insurance)
128
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32.1M -$547K -1,998 -2%
BFS
129
Baskin Financial Services
Ontario, Canada
$32M -$346K -1,266 -1%
SAM
130
Storebrand Asset Management
Norway
$31.8M -$195K -713 -0.6%
AIMCA
131
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$31.3M -$2.35M -8,600 -7%
CGPCS
132
Capital Group Private Client Services
California
$30.9M -$282K -1,030 -0.9%
Citigroup
133
Citigroup
New York
$30.9M -$6.05M -22,114 -17%
Fidelity International
134
Fidelity International
Bermuda
$30.7M +$15.4M +56,253 +104%
ICP
135
Ironvine Capital Partners
Nebraska
$29.7M -$32K -117 -0.1%
BNP Paribas Financial Markets
136
BNP Paribas Financial Markets
France
$29.5M +$120K +440 +0.4%
CIPU
137
Caledonia Investments plc (UK)
United Kingdom
$29.5M +$1.3M +4,750 +5%
BFM
138
Boston Financial Management
Massachusetts
$29.1M -$423K -1,548 -1%
Thrivent Financial for Lutherans
139
Thrivent Financial for Lutherans
Minnesota
$29M -$3.59M -13,115 -11%
Caisse de Depot et Placement du Quebec (CDPQ)
140
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$28.6M +$246K +900 +0.9%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
141
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$27.9M +$27.4M +100,000 New
Chevy Chase Trust
142
Chevy Chase Trust
Maryland
$27.5M -$1.7M -6,231 -6%
Korea Investment Corp
143
Korea Investment Corp
South Korea
$27.4M -$1.04M -3,820 -4%
TAMH
144
Taikang Asset Management (HK)
Hong Kong
$27.2M -$3.27M -11,962 -49%
Ohio Public Employees Retirement System (OPERS)
145
Ohio Public Employees Retirement System (OPERS)
Ohio
$27.2M +$115K +420 +0.4%
State of New Jersey Common Pension Fund D
146
State of New Jersey Common Pension Fund D
New Jersey
$27.2M +$172K +627 +0.6%
FCM
147
Frontier Capital Management
Massachusetts
$27.1M +$1.71M +6,269 +7%
Toronto Dominion Bank
148
Toronto Dominion Bank
Ontario, Canada
$27M +$84.5K +309 +0.3%
Aberdeen Group
149
Aberdeen Group
United Kingdom
$25.7M +$1.45M +5,298 +6%
AAMU
150
AEGON Asset Management (UK)
United Kingdom
$23.9M +$23.4M +85,664 New

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.