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Moody's

1,093 hedge funds and large institutions have $67B invested in Moody's in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 361 increasing their positions, 416 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+65
Holders Change %
+6.32%
% of All Funds
16.02%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
0.67%
New
141
Increased
361
Reduced
416
Closed
64
Calls
$103M
Puts
$101M
Net Calls
+$1.58M
Net Calls Change
-$78.3M
Name Holding Trade Value Shares
Change
Shares
Change %
WCM
276
Wedge Capital Management
North Carolina
$8.39M -$2.7M -6,903 -24%
American Century Companies
277
American Century Companies
Missouri
$8.38M -$3.09M -7,904 -27%
Pathstone Holdings
278
Pathstone Holdings
New Jersey
$8.32M +$8.32M +21,285 New
OA
279
Oxbow Advisors
Texas
$8.31M -$110K -281 -1%
MOACM
280
Mutual of America Capital Management
New York
$8.23M -$400K -1,024 -5%
Commonwealth Equity Services
281
Commonwealth Equity Services
Massachusetts
$8.22M +$1.13M +2,885 +16%
EI
282
Ethic Inc
New York
$8.2M +$69.9K +179 +0.9%
AIM
283
Achmea Investment Management
Netherlands
$8.16M -$2.08M -5,335 -20%
PCM
284
Prana Capital Management
Connecticut
$8.05M +$655K +1,676 +9%
Osaic Holdings
285
Osaic Holdings
Arizona
$8.05M -$2.24M -5,719 -22%
OAM
286
Oppenheimer Asset Management
New York
$8.04M -$97.2K -249 -1%
YCM
287
Yousif Capital Management
Michigan
$8.04M -$365K -934 -4%
BAMCO Inc
288
BAMCO Inc
New York
$8.03M +$3.29M +8,416 +69%
DWA
289
Douglass Winthrop Advisors
New York
$7.84M -$279K -715 -3%
NAM
290
Nissay Asset Management
Japan
$7.7M +$61.3K +157 +0.8%
CCM
291
Carderock Capital Management
Maryland
$7.56M +$1.95M +4,983 +35%
1C
292
1623 Capital
Virginia
$7.5M
BCIM
293
British Columbia Investment Management
British Columbia, Canada
$7.42M +$1.56M +3,995 +27%
TGCMU
294
Titan Global Capital Management USA
New York
$7.29M +$706K +1,807 +11%
SC
295
Scotia Capital
Ontario, Canada
$7.23M +$107K +275 +2%
MCM
296
Makena Capital Management
California
$6.9M +$6.9M +17,663 New
US Bancorp
297
US Bancorp
Minnesota
$6.85M +$387K +992 +6%
Creative Planning
298
Creative Planning
Kansas
$6.85M +$408K +1,045 +6%
OSAM
299
O'Shaughnessy Asset Management
Connecticut
$6.83M -$582K -1,491 -8%
LGF
300
LGT Group Foundation
Liechtenstein
$6.73M +$142K +364 +2%