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 %
ESB
501
Essex Savings Bank
Connecticut
$1.61M -$3.52K -9 -0.2%
QCM
502
Quantinno Capital Management
New York
$1.61M +$239K +611 +17%
ACM
503
Accent Capital Management
Ohio
$1.56M +$1.56M +4,005 New
VA
504
Vident Advisory
Georgia
$1.56M +$7.81K +20 +0.5%
VST
505
Van Strum & Towne
California
$1.56M
CA
506
Cetera Advisors
Colorado
$1.55M +$85.5K +219 +6%
SWS
507
SYSTM Wealth Solutions
Illinois
$1.55M -$539K -1,380 -26%
TYCC
508
Texas Yale Capital Corp
Florida
$1.53M
WIA
509
Westbourne Investment Advisors
Maryland
$1.53M -$137K -350 -8%
LFAS
510
Level Four Advisory Services
Texas
$1.52M -$71.9K -184 -5%
S
511
SignatureFD
Georgia
$1.51M +$82K +210 +6%
IMCOOI
512
Investment Management Corp of Ontario (IMCO)
Canada
$1.51M +$1.51M +3,859 New
VPI
513
Value Partners Investments
Manitoba, Canada
$1.5M +$105K +269 +8%
FI
514
FJ Investments
Utah
$1.5M +$1.5M +3,844 New
HWAM
515
Hennion & Walsh Asset Management
New Jersey
$1.5M +$569K +1,456 +61%
AWM
516
Angeles Wealth Management
California
$1.5M +$34.4K +88 +2%
CFG
517
Citizens Financial Group
Rhode Island
$1.49M -$20.3K -52 -1%
HAG
518
HighPoint Advisor Group
Illinois
$1.47M +$1.47M +3,795 New
AFS
519
Aft Forsyth & Sober
Florida
$1.46M
LRIC
520
Long Road Investment Counsel
Michigan
$1.44M
DF
521
Donoghue Forlines
Massachusetts
$1.43M +$1.43M +3,654 New
AIMCA
522
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.41M -$43.9M -112,281 -97%
SC
523
Sepio Capital
Utah
$1.41M -$11.3K -29 -0.8%
VI
524
Vestcor Inc
New Brunswick, Canada
$1.4M -$13.7K -35 -1%
BFG
525
Bleakley Financial Group
New Jersey
$1.39M -$4.69K -12 -0.3%