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 %
VPI
526
Value Partners Investments
Manitoba, Canada
$978K +$15.3K +50 +2%
Bank Julius Baer & Co
527
Bank Julius Baer & Co
Switzerland
$975K -$1.06M -3,462 -52%
AG
528
AIA Group
Hong Kong
$975K +$121K +396 +14%
BWA
529
Brave Warrior Advisors
New York
$964K
AIM
530
Anchor Investment Management
South Carolina
$955K
IIC
531
Ironwood Investment Counsel
Arizona
$950K
FCM
532
Fortis Capital Management
Washington
$942K +$127K +414 +16%
Rockefeller Capital Management
533
Rockefeller Capital Management
New York
$936K +$92.6K +303 +11%
MAM
534
Mystic Asset Management
Rhode Island
$918K
KFI
535
Key Financial Inc
Pennsylvania
$909K +$306K +1,000 +51%
PP
536
Pegasus Partners
Wisconsin
$907K +$7.65K +25 +0.9%
Northwestern Mutual Wealth Management
537
Northwestern Mutual Wealth Management
Wisconsin
$904K -$22K -72 -2%
NA
538
NewEdge Advisors
Louisiana
$895K -$185K -605 -17%
PAG
539
Private Advisor Group
New Jersey
$893K -$88.4K -289 -9%
UB
540
UMB Bank
Missouri
$891K -$16.2K -53 -2%
MAS
541
Meeder Advisory Services
Ohio
$884K +$63.3K +207 +8%
RJT
542
Raymond James Trust
Florida
$883K +$147K +479 +20%
ETC
543
Exchange Traded Concepts
Oklahoma
$881K +$86K +281 +11%
MFG
544
Monte Financial Group
Connecticut
$878K +$52.6K +172 +6%
CA
545
Clearstead Advisors
Ohio
$877K +$860K +2,810 +5,109%
HPC
546
HM Payson & Co
Maine
$865K
WT
547
Whittier Trust
California
$863K +$114K +373 +15%
SFA
548
Sequoia Financial Advisors
Ohio
$845K +$47.4K +155 +6%
BG
549
Bahl & Gaynor
Ohio
$844K -$6.73K -22 -0.8%
EWM
550
Evermay Wealth Management
Virginia
$839K