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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
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$6.87B
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.86B +$46.1M +168,484 +1%
BlackRock
3
BlackRock
New York
$3.61B +$113M +412,696 +3%
TCI Fund Management
4
TCI Fund Management
United Kingdom
$2.57B +$264M +966,080 +12%
State Street
5
State Street
Massachusetts
$1.9B -$11.6M -42,343 -0.6%
ACM
6
AKRE Capital Management
Virginia
$1.59B
Fiera Capital (Canada)
7
Fiera Capital (Canada)
Quebec, Canada
$1.47B -$88.6M -323,947 -6%
AWA
8
Arete Wealth Advisors
Illinois
$1.41B -$94.4K -345 -6%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$1.4B -$5.8M -21,220 -0.4%
Baillie Gifford & Co
10
Baillie Gifford & Co
United Kingdom
$1.24B -$65M -237,464 -5%
Morgan Stanley
11
Morgan Stanley
New York
$1.11B +$250M +914,530 +30%
Ninety One (UK)
12
Ninety One (UK)
United Kingdom
$967M -$27.7M -101,403 -3%
Principal Financial Group
13
Principal Financial Group
Iowa
$855M +$23.3M +85,268 +3%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$854M -$22.4M -81,762 -3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$764M +$17.9M +65,319 +2%
Flossbach Von Storch
16
Flossbach Von Storch
Germany
$599M -$64M -234,160 -10%
RCWMU
17
Rothschild & Co Wealth Management (UK)
United Kingdom
$522M +$41M +150,070 +9%
LP
18
Longview Partners
Guernsey
$506M -$4.49M -16,400 -0.9%
Northern Trust
19
Northern Trust
Illinois
$469M +$7.86M +28,731 +2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$462M -$20.8M -76,062 -4%
Deutsche Bank
21
Deutsche Bank
Germany
$431M -$34.3M -125,362 -7%
Capital International Investors
22
Capital International Investors
California
$431M +$813K +2,973 +0.2%
Norges Bank
23
Norges Bank
Norway
$426M +$28.4M +103,837 +7%
VAM
24
Veritas Asset Management
United Kingdom
$389M +$23.9M +87,442 +7%
Legal & General Group
25
Legal & General Group
United Kingdom
$350M -$18.7M -68,528 -5%

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.