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 %
AWM
501
Angeles Wealth Management
California
$1.13M +$306 +1 +0%
LRIC
502
Long Road Investment Counsel
Michigan
$1.13M
SS
503
Simplicity Solutions
Minnesota
$1.12M +$708K +2,314 +173%
BFG
504
Bleakley Financial Group
New Jersey
$1.12M +$99.8K +326 +10%
CA
505
Cetera Advisors
Colorado
$1.11M -$190K -620 -15%
IG
506
ING Group
Netherlands
$1.09M +$577K +1,885 +112%
Bessemer Group
507
Bessemer Group
New Jersey
$1.08M -$28.5K -93 -3%
AQR Capital Management
508
AQR Capital Management
Connecticut
$1.07M -$13.7K -45 -1%
PVI
509
Pine Valley Investments
New Jersey
$1.06M +$1.06M +3,474 New
AssetMark Inc
510
AssetMark Inc
California
$1.06M -$82.3K -269 -7%
WPW
511
Waldron Private Wealth
Pennsylvania
$1.06M +$238K +778 +29%
TWC
512
TD Waterhouse Canada
Ontario, Canada
$1.05M -$260K -847 -20%
VIA
513
Vident Investment Advisory
Georgia
$1.04M +$227K +743 +28%
E
514
Ergoteles
New York
$1.03M +$1.03M +3,382 New
LA
515
Legacy Advisors
Pennsylvania
$1.03M +$138K +452 +15%
PI
516
PEAK6 Investments
Illinois
$1.03M +$972K +3,176 +1,612%
AMG
517
Asset Management Group
Connecticut
$1.03M
AWM
518
Apollon Wealth Management
South Carolina
$1.03M -$34.9K -114 -3%
HBT
519
Hills Bank & Trust
Iowa
$1.02M
S
520
SignatureFD
Georgia
$1.01M +$22.6K +74 +2%
BPA
521
Beacon Pointe Advisors
California
$996K +$176K +576 +22%
CCMG
522
Clark Capital Management Group
Pennsylvania
$992K -$129K -423 -12%
EWA
523
Exencial Wealth Advisors
Oklahoma
$989K -$3.67K -12 -0.4%
PFP
524
Pinnacle Financial Partners
Tennessee
$988K +$133K +433 +15%
TSW
525
Thompson Siegel & Walmsley
Virginia
$979K -$91.8K -300 -9%