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949 hedge funds and large institutions have $45.8B invested in Moody's in 2022 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 340 increasing their positions, 352 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $89.6M | Put options by funds: $72.7M

0.17% less ownership

Funds ownership: 91.55%91.38% (-0.17%)

3% less repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 352

7% less funds holding

Funds holding: 1,019949 (-70)

9% less funds holding in top 10

Funds holding in top 10: 3532 (-3)

20% less capital invested

Capital invested by funds: $57.1B → $45.8B (-$11.4B)

44% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 131

Holders
949
Holders Change
-70
Holders Change %
-6.87%
% of All Funds
15.99%
Holding in Top 10
32
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.57%
% of All Funds
0.54%
New
74
Increased
340
Reduced
352
Closed
131
Calls
$89.6M
Puts
$72.7M
Net Calls
+$16.9M
Net Calls Change
+$60.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$6.71B
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.72B +$16.2M +54,302 +0.4%
BlackRock
3
BlackRock
New York
$3.5B +$151M +503,445 +4%
TCI Fund Management
4
TCI Fund Management
United Kingdom
$2.24B +$287M +960,375 +13%
State Street
5
State Street
Massachusetts
$1.89B -$136M -453,103 -6%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$1.65B -$589K -1,970 -0%
ACM
7
AKRE Capital Management
Virginia
$1.55B +$13.1M +43,793 +0.8%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.39B +$15M +50,289 +1%
Baillie Gifford & Co
9
Baillie Gifford & Co
United Kingdom
$1.31B -$38.6M -129,180 -3%
Ninety One (UK)
10
Ninety One (UK)
United Kingdom
$928M +$47.5M +158,920 +5%
Morgan Stanley
11
Morgan Stanley
New York
$837M +$306M +1,021,870 +50%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$788M +$166M +556,040 +24%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$723M -$75.4M -252,124 -9%
Principal Financial Group
14
Principal Financial Group
Iowa
$702M +$313M +1,044,597 +68%
Flossbach Von Storch
15
Flossbach Von Storch
Germany
$652M -$2.62M -8,742 -0.4%
LP
16
Longview Partners
Guernsey
$530M +$537M +1,796,385 +1,180%
Capital International Investors
17
Capital International Investors
California
$528M -$316M -1,057,348 -35%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$489M +$35.4M +118,294 +7%
Capital World Investors
19
Capital World Investors
California
$477M -$715K -2,390 -0.1%
RCWMU
20
Rothschild & Co Wealth Management (UK)
United Kingdom
$464M +$3.2M +10,709 +0.6%
Deutsche Bank
21
Deutsche Bank
Germany
$457M +$17M +56,924 +4%
Northern Trust
22
Northern Trust
Illinois
$456M -$16.7M -55,711 -3%
Legal & General Group
23
Legal & General Group
United Kingdom
$390M +$28.8M +96,184 +7%
Norges Bank
24
Norges Bank
Norway
$379M -$32.4M -108,272 -7%
VFCM
25
Valley Forge Capital Management
Florida
$315M +$23.4M +78,123 +7%

MCO Hedge Fund Activity: Q2 2022 in Review

949 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q2 2022, worth a combined $45.8B — down 20% from $57.1B a quarter earlier.

Sellers outnumbered buyers: 131 funds closed out of MCO and 74 opened new positions — a net loss of 57 holders — while 352 trimmed existing stakes and 340 added.

The largest buyer was Longview Partners, adding an estimated $537M. The largest seller was Capital International Investors, cutting an estimated $316M.

  • 949 institutional investors held Moody's (MCO) as of Q2 2022, down from 1,019 in Q1 2022.
  • Funds reported $45.8B of Moody's stock for Q2 2022, down 20% quarter-over-quarter.
  • 74 funds opened new Moody's positions in Q2 2022 and 131 closed out, a net change of -57 holders.
  • The largest Moody's buyer in Q2 2022 was Longview Partners, an estimated $537M added.
  • The largest Moody's seller in Q2 2022 was Capital International Investors, an estimated $316M sold.

Based on aggregated 13F filings for Q2 2022.