957 hedge funds and large institutions have $52B invested in Moody's in 2023 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 337 increasing their positions, 339 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
957
Holders Change
Holders Change %
0%
% of All Funds
15.32%
Holding in Top 10
41
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.89%
% of All Funds
0.66%
New
88
Increased
337
Reduced
339
Closed
69
Calls
$221M
Puts
$118M
Net Calls
+$104M
Net Calls Change
+$156M
Name Holding Trade Value Shares
Change
Shares
Change %
Voloridge Investment Management
401
Voloridge Investment Management
Florida
$2.11M +$1.2M +3,937 +133%
KPWS
402
Kestra Private Wealth Services
Texas
$2.11M -$605K -1,976 -22%
RG
403
Rathbones Group
United Kingdom
$2.1M -$63K -206 -3%
CIC
404
Crawford Investment Counsel
Georgia
$2.1M -$23.9K -78 -1%
RFC
405
Regions Financial Corp
Alabama
$2.09M -$612 -2 -0%
Acadian Asset Management
406
Acadian Asset Management
Massachusetts
$2.09M +$2.09M +6,826 New
SPWG
407
Syntegra Private Wealth Group
Missouri
$2.08M
TCOT
408
Trust Company of Toledo
Ohio
$2.07M
First Trust Advisors
409
First Trust Advisors
Illinois
$2.06M -$206M -674,658 -99%
AI
410
AdvisorShares Investments
Maryland
$2.05M +$624K +2,040 +44%
SWM
411
Sendero Wealth Management
Texas
$2.05M +$1.09M +3,548 +113%
SSWM
412
Smith Salley Wealth Management
North Carolina
$2.03M -$19.3K -63 -0.9%
GT
413
Glenview Trust
Kentucky
$2.01M +$16.8K +55 +0.8%
V
414
Veritable
Delaware
$2M +$72.8K +238 +4%
WHAM
415
Windmill Hill Asset Management
United Kingdom
$1.99M
AI
416
Atria Investments
North Carolina
$1.98M +$12.9K +42 +0.7%
BCI
417
Brinker Capital Investments
Pennsylvania
$1.97M +$357K +1,165 +22%
OPS
418
Orion Portfolio Solutions
Nebraska
$1.97M +$1.65M +5,390 +518%
DA
419
Duality Advisers
Florida
$1.96M +$1.96M +6,405 New
Janney Montgomery Scott
420
Janney Montgomery Scott
Pennsylvania
$1.95M -$9.18M -30,007 -82%
LNWWM
421
Laird Norton Wetherby Wealth Management
California
$1.94M +$131K +428 +7%
RC
422
Roundview Capital
New Jersey
$1.93M +$162K +529 +9%
MGP
423
Metis Global Partners
California
$1.92M +$315K +1,029 +20%
ACL
424
Applied Capital LLC
Florida
$1.92M -$39.5K -129 -2%
PP
425
Prudential plc
United Kingdom
$1.89M -$147K -481 -7%