Moody's
1,022 hedge funds and large institutions have $58.3B invested in Moody's in 2023 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 351 increasing their positions, 353 reducing their positions, and 60 closing their positions.
98% more first-time investments, than exits
New positions opened: 119 | Existing positions closed: 60
16% more funds holding in top 10
Funds holding in top 10: 43 → 50 (+7)
13% more call options, than puts
Call options by funds: $121M | Put options by funds: $107M
12% more capital invested
Capital invested by funds: $52B → $58.3B (+$6.3B)
6% more funds holding
Funds holding: 964 → 1,022 (+58)
1% less repeat investments, than reductions
Existing positions increased: 351 | Existing positions reduced: 353
1.31% less ownership
Funds ownership: 92.75% → 91.44% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VAM
Veritas Asset Management
London,
United Kingdom
|
+$292M |
| 2 |
WPL
WINDACRE PARTNERSHIP LLC
Houston,
Texas
|
+$132M |
| 3 |
AC
AKO Capital
London,
United Kingdom
|
+$107M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$89M |
| 5 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
+$87.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ninety One (UK)
London,
United Kingdom
|
-$392M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$339M |
| 3 |
BlackRock
New York
|
-$191M |
| 4 |
PAM
PineStone Asset Management
Montreal,
Quebec, Canada
|
-$187M |
| 5 |
MG
Meritage Group
San Francisco,
California
|
-$159M |
MCO Hedge Fund Activity: Q2 2023 in Review
1,022 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q2 2023, worth a combined $58.3B — up 12% from $52B a quarter earlier.
Buyers outnumbered sellers: 119 funds opened new MCO positions and 60 closed out — a net gain of 59 holders — while 351 added to existing stakes and 353 trimmed.
The largest buyer was Veritas Asset Management, adding an estimated $292M. The largest seller was Ninety One (UK), cutting an estimated $392M.
- 1,022 institutional investors held Moody's (MCO) as of Q2 2023, up from 964 in Q1 2023.
- Funds reported $58.3B of Moody's stock for Q2 2023, up 12% quarter-over-quarter.
- 119 funds opened new Moody's positions in Q2 2023 and 60 closed out, a net change of +59 holders.
- The largest Moody's buyer in Q2 2023 was Veritas Asset Management, an estimated $292M added.
- The largest Moody's seller in Q2 2023 was Ninety One (UK), an estimated $392M sold.
Based on aggregated 13F filings for Q2 2023.