Moody's
1,034 hedge funds and large institutions have $53.3B invested in Moody's in 2023 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 376 increasing their positions, 346 reducing their positions, and 69 closing their positions.
64% more call options, than puts
Call options by funds: $205M | Put options by funds: $125M
32% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 69
1% more funds holding
Funds holding: 1,022 → 1,034 (+12)
9% more repeat investments, than reductions
Existing positions increased: 376 | Existing positions reduced: 346
0.41% more ownership
Funds ownership: 91.44% → 91.85% (+0.41%)
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
1,034 of the 6,310 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: 91 funds opened new MCO positions and 69 closed out — a net gain of 22 holders — while 376 added to existing stakes and 346 trimmed.
The largest buyer was BlackRock, adding an estimated $389M. The largest seller was Principal Financial Group, cutting an estimated $192M.
- 1,034 institutional investors held Moody's (MCO) as of Q3 2023, up from 1,022 in Q2 2023.
- Funds reported $53.3B of Moody's stock for Q3 2023, down 8.6% quarter-over-quarter.
- 91 funds opened new Moody's positions in Q3 2023 and 69 closed out, a net change of +22 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.