Moody's
1,033 hedge funds and large institutions have $53.3B invested in Moody's in 2023 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 377 increasing their positions, 347 reducing their positions, and 70 closing their positions.
64% more call options, than puts
Call options by funds: $205M | Put options by funds: $125M
29% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 70
9% more repeat investments, than reductions
Existing positions increased: 377 | Existing positions reduced: 347
1% more funds holding
Funds holding: 1,023 → 1,033 (+10)
0.35% more ownership
Funds ownership: 91.5% → 91.85% (+0.35%)
9% less capital invested
Capital invested by funds: $58.3B → $53.3B (-$4.99B)
20% less funds holding in top 10
Funds holding in top 10: 50 → 40 (-10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$389M |
| 2 |
PAM
PineStone Asset Management
Montreal,
Quebec, Canada
|
+$386M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$174M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$165M |
| 5 |
Jennison Associates
New York
|
+$146M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$192M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$191M |
| 3 |
Flossbach Von Storch
Cologne,
Germany
|
-$152M |
| 4 |
CF
Canoe Financial
Calgary,
Alberta, Canada
|
-$151M |
| 5 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$144M |
MCO Hedge Fund Activity: Q3 2023 in Review
1,033 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q3 2023, worth a combined $53.3B — down 8.6% from $58.3B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new MCO positions and 70 closed out — a net gain of 20 holders — while 377 added to existing stakes and 347 trimmed.
The largest buyer was BlackRock, adding an estimated $389M. The largest seller was Principal Financial Group, cutting an estimated $192M.
- 1,033 institutional investors held Moody's (MCO) as of Q3 2023, up from 1,023 in Q2 2023.
- Funds reported $53.3B of Moody's stock for Q3 2023, down 8.6% quarter-over-quarter.
- 90 funds opened new Moody's positions in Q3 2023 and 70 closed out, a net change of +20 holders.
- The largest Moody's buyer in Q3 2023 was BlackRock, an estimated $389M added.
- The largest Moody's seller in Q3 2023 was Principal Financial Group, an estimated $192M sold.
Based on aggregated 13F filings for Q3 2023.