Moody's
1,100 hedge funds and large institutions have $67.4B invested in Moody's in 2023 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 362 increasing their positions, 419 reducing their positions, and 64 closing their positions.
123% more first-time investments, than exits
New positions opened: 143 | Existing positions closed: 64
26% more capital invested
Capital invested by funds: $53.3B → $67.4B (+$14.1B)
20% more funds holding in top 10
Funds holding in top 10: 40 → 48 (+8)
6% more funds holding
Funds holding: 1,033 → 1,100 (+67)
2.54% more ownership
Funds ownership: 91.85% → 94.39% (+2.5%)
2% more call options, than puts
Call options by funds: $103M | Put options by funds: $101M
14% less repeat investments, than reductions
Existing positions increased: 362 | Existing positions reduced: 419
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.38B |
| 2 |
TCI Fund Management
London,
United Kingdom
|
+$583M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$389M |
| 4 |
Bank of New York Mellon
New York
|
+$313M |
| 5 |
SAM
Storebrand Asset Management
Lysaker,
Norway
|
+$164M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$268M |
| 2 |
VAM
Veritas Asset Management
London,
United Kingdom
|
-$222M |
| 3 |
BCF
BLS Capital Fondsmaeglerselskab
Klampenborg,
Denmark
|
-$207M |
| 4 |
ESCM
Echo Street Capital Management
New York
|
-$162M |
| 5 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$160M |
MCO Hedge Fund Activity: Q4 2023 in Review
1,100 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q4 2023, worth a combined $67.4B — up 26% from $53.3B a quarter earlier.
Buyers outnumbered sellers: 143 funds opened new MCO positions and 64 closed out — a net gain of 79 holders — while 362 added to existing stakes and 419 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.38B. The largest seller was BlackRock, cutting an estimated $268M.
- 1,100 institutional investors held Moody's (MCO) as of Q4 2023, up from 1,033 in Q3 2023.
- Funds reported $67.4B of Moody's stock for Q4 2023, up 26% quarter-over-quarter.
- 143 funds opened new Moody's positions in Q4 2023 and 64 closed out, a net change of +79 holders.
- The largest Moody's buyer in Q4 2023 was Morgan Stanley, an estimated $1.38B added.
- The largest Moody's seller in Q4 2023 was BlackRock, an estimated $268M sold.
Based on aggregated 13F filings for Q4 2023.