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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
SL
151
Summitry LLC
California
$23.8M +$23.4M +85,412 New
LPL Financial
152
LPL Financial
California
$23.5M +$1.49M +5,434 +7%
PAMS
153
Pictet Asset Management (Switzerland)
Switzerland
$23.3M +$1.49M +5,433 +7%
HIM
154
HughesLittle Investment Management
$23.1M
IIM
155
INTECH Investment Management
Florida
$23M +$4.19M +15,328 +23%
O
156
Ossiam
France
$22.6M +$3.2M +11,695 +17%
MSV
157
MN Services Vermogensbeheer
Netherlands
$22.2M -$3.39M -12,400 -13%
CG
158
Colony Group
Massachusetts
$22.1M +$521K +1,906 +2%
NP
159
NS Partners
United Kingdom
$21.7M +$2.14M +7,811 +11%
Swedbank
160
Swedbank
Sweden
$21.2M -$3.5M -12,802 -14%
SP
161
Stockbridge Partners
Massachusetts
$21M +$20.6M +75,461 New
Asset Management One
162
Asset Management One
Japan
$20.9M -$713K -2,607 -3%
MAMU
163
Marathon Asset Management (UK)
United Kingdom
$20.4M -$6.33M -23,139 -24%
CFB
164
Cullen/Frost Bankers
Texas
$20.4M +$945K +3,456 +5%
LIP
165
Liontrust Investment Partners
United Kingdom
$20.3M -$274K -1,000 -1%
Connor, Clark & Lunn Investment Management (CC&L)
166
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$19.8M -$742K -2,713 -4%
Victory Capital Management
167
Victory Capital Management
Texas
$19.5M +$1.44M +5,281 +8%
Kayne Anderson Rudnick Investment Management
168
Kayne Anderson Rudnick Investment Management
California
$19.5M -$115K -420 -0.6%
Treasurer of the State of North Carolina
169
Treasurer of the State of North Carolina
North Carolina
$19.3M +$32.5K +119 +0.2%
Zurich Cantonal Bank
170
Zurich Cantonal Bank
Switzerland
$19.3M +$82.3K +301 +0.4%
Natixis Advisors
171
Natixis Advisors
Massachusetts
$19.3M +$739K +2,700 +4%
Citadel Advisors
172
Citadel Advisors
Florida
$19.1M -$50.6M -185,155 -73%
Bank of Nova Scotia
173
Bank of Nova Scotia
Ontario, Canada
$19M +$223K +815 +1%
PCM
174
Prana Capital Management
Connecticut
$18.8M +$13.4M +48,939 +262%
Nisa Investment Advisors
175
Nisa Investment Advisors
Missouri
$18.5M -$2.12M -7,747 -10%

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.