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 %
WP
526
WealthSource Partners
California
$1.39M +$18K +46 +1%
SS
527
Simplicity Solutions
Minnesota
$1.39M -$7.42K -19 -0.5%
WPW
528
Waldron Private Wealth
Pennsylvania
$1.39M +$29.7K +76 +2%
Walleye Trading
529
Walleye Trading
New York
$1.38M -$2.18M -5,578 -61%
MFGM
530
Marshall Financial Group (Maryland)
Maryland
$1.37M +$868K +2,221 +174%
Impax Asset Management Group
531
Impax Asset Management Group
United Kingdom
$1.36M -$44.1K -113 -3%
DC
532
Davenport & Co
Virginia
$1.36M +$40.2K +103 +3%
PAG
533
Private Advisor Group
New Jersey
$1.35M +$227K +582 +20%
ET
534
Equitable Trust
Tennessee
$1.35M -$31.6K -81 -2%
AI
535
AXS Investments
New York
$1.34M -$108K -277 -7%
CCG
536
Cypress Capital Group
Florida
$1.34M -$1.95K -5 -0.1%
TC
537
Telemus Capital
Michigan
$1.33M -$71.5K -183 -5%
BRWA
538
B. Riley Wealth Advisors
Florida
$1.33M -$25.4K -65 -2%
T. Rowe Price Investment Management
539
T. Rowe Price Investment Management
Maryland
$1.32M +$807K +2,065 +157%
RAM
540
Redmond Asset Management
Virginia
$1.3M -$85.5K -219 -6%
CCMG
541
Clark Capital Management Group
Pennsylvania
$1.29M +$1.29M +3,315 New
HBT
542
Hills Bank & Trust
Iowa
$1.29M -$5.08K -13 -0.4%
TWC
543
TD Waterhouse Canada
Ontario, Canada
$1.27M +$33.5K +88 +3%
SC
544
Savant Capital
Illinois
$1.27M +$291K +744 +30%
SC
545
Syon Capital
California
$1.26M +$799K +2,046 +173%
PFP
546
Pinnacle Financial Partners
Tennessee
$1.26M -$35.5K -91 -3%
Bank Julius Baer & Co
547
Bank Julius Baer & Co
Switzerland
$1.24M -$15.2K -39 -1%
HPC
548
HM Payson & Co
Maine
$1.24M +$125K +320 +11%
Nomura Holdings
549
Nomura Holdings
Japan
$1.23M +$1.23M +3,162 New
KIA
550
Knollwood Investment Advisory
Maryland
$1.23M +$1.23M +3,150 New