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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.

New
Increased
Maintained
Reduced
Closed

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: 1,0231,033 (+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: 5040 (-10)

Holders
1,033
Holders Change
+10
Holders Change %
+0.98%
% of All Funds
16.39%
Holding in Top 10
40
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-20%
% of All Funds
0.63%
New
90
Increased
377
Reduced
347
Closed
70
Calls
$205M
Puts
$125M
Net Calls
+$79.8M
Net Calls Change
+$65.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$7.8B
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.42B +$30.2M +88,667 +0.6%
BlackRock
3
BlackRock
New York
$4.33B +$389M +1,143,698 +9%
TCI Fund Management
4
TCI Fund Management
United Kingdom
$3.28B -$50.8M -149,300 -1%
State Street
5
State Street
Massachusetts
$2.06B -$43.8M -128,905 -2%
ACM
6
AKRE Capital Management
Virginia
$1.61B -$63.5M -186,577 -4%
Fiera Capital (Canada)
7
Fiera Capital (Canada)
Quebec, Canada
$1.39B -$144M -423,257 -9%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.36B +$70M +205,800 +5%
Morgan Stanley
9
Morgan Stanley
New York
$1.21B +$2.02M +5,950 +0.2%
Baillie Gifford & Co
10
Baillie Gifford & Co
United Kingdom
$1.2B -$48.1M -141,547 -4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$927M +$23.9M +70,265 +2%
VAM
12
Veritas Asset Management
United Kingdom
$706M -$19.5M -57,291 -3%
Principal Financial Group
13
Principal Financial Group
Iowa
$627M -$192M -564,047 -22%
Ninety One (UK)
14
Ninety One (UK)
United Kingdom
$607M -$25M -73,590 -4%
LP
15
Longview Partners
Guernsey
$581M +$274K +805 +0%
Norges Bank
16
Norges Bank
Norway
$567M +$28.7M +84,507 +5%
RCWMU
17
Rothschild & Co Wealth Management (UK)
United Kingdom
$536M +$7.19M +21,145 +1%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$526M -$10.1M -29,700 -2%
Northern Trust
19
Northern Trust
Illinois
$525M +$20.2M +59,476 +4%
WPL
20
WINDACRE PARTNERSHIP LLC
Texas
$490M +$31.4M +92,400 +6%
PAM
21
PineStone Asset Management
Quebec, Canada
$488M +$386M +1,135,463 +278%
Jennison Associates
22
Jennison Associates
New York
$478M +$146M +429,473 +40%
Capital World Investors
23
Capital World Investors
California
$389M +$2.25M +6,605 +0.5%
VFCM
24
Valley Forge Capital Management
Florida
$385M
Legal & General Group
25
Legal & General Group
United Kingdom
$368M -$16M -46,902 -4%

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.