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Moody's

911 hedge funds and large institutions have $50.6B invested in Moody's in 2021 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 312 increasing their positions, 319 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
-14
Holders Change %
-1.51%
% of All Funds
16.04%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.6%
New
84
Increased
312
Reduced
319
Closed
92
Calls
$90.8M
Puts
$107M
Net Calls
-$16.7M
Net Calls Change
-$20.7M
Name Holding Trade Value Shares
Change
Shares
Change %
LSAG
551
Lake Street Advisors Group
New Hampshire
$665K +$5.67K +19 +0.9%
CI Investments Inc
552
CI Investments Inc
Ontario, Canada
$663K +$144K +482 +28%
HWMA
553
Heritage Wealth Management (Arizona)
Arizona
$657K +$657K +2,201 New
AWP
554
Accretive Wealth Partners
New Jersey
$647K +$92.6K +310 +17%
HIIFS
555
Harel Insurance Investments & Financial Services
Israel
$639K -$1.69M -1,696 -73%
IC
556
IEQ Capital
California
$637K +$637K +2,134 New
PAS
557
Park Avenue Securities
New York
$636K +$81.2K +272 +15%
ONB
558
Old National Bancorp
Indiana
$630K +$3.28K +11 +0.5%
RJT
559
Raymond James Trust
Florida
$628K -$44.2K -148 -7%
CGL
560
Clarius Group LLC
Washington
$628K +$16.1K +54 +3%
LWP
561
Lumature Wealth Partners
Georgia
$623K +$623K +2,088 New
RCC
562
Red Cedar Capital
Nebraska
$618K
CI
563
Conning Inc
Connecticut
$611K -$58.2K -195 -9%
HAG
564
HighPoint Advisor Group
Illinois
$610K +$31.7K +101 +5%
SB
565
Sunflower Bank
Texas
$608K -$10.7K -36 -2%
WPW
566
Waldron Private Wealth
Pennsylvania
$604K
Dodge & Cox
567
Dodge & Cox
California
$601K -$11K -37 -2%
VRS
568
Virginia Retirement Systems
Virginia
$597K -$2.81M -9,400 -82%
AP
569
Atwood & Palmer
Missouri
$597K -$239K -800 -29%
HCMT
570
Highland Capital Management (Tennessee)
Tennessee
$597K
SCM
571
Stonebridge Capital Management
California
$597K
JAFL
572
Jay A. Fishman Ltd
Michigan
$586K -$149K -500 -20%
CFMC
573
Curbstone Financial Management Corp
New Hampshire
$582K
KFI
574
Key Financial Inc
Pennsylvania
$576K
RA
575
Riversedge Advisors
Delaware
$571K