1,013 hedge funds and large institutions have $57B invested in Moody's in 2022 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 382 increasing their positions, 347 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,013
Holders Change
-35
Holders Change %
-3.34%
% of All Funds
16.03%
Holding in Top 10
34
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-19.05%
% of All Funds
0.54%
New
80
Increased
382
Reduced
347
Closed
107
Calls
$77.8M
Puts
$121M
Net Calls
-$43.5M
Net Calls Change
+$21.1M
Name Holding Trade Value Shares
Change
Shares
Change %
RB
551
Rodgers Brothers
Pennsylvania
$965K
ST
552
Smithfield Trust
Pennsylvania
$958K -$10.1K -30 -1%
HFS
553
Haverford Financial Services
Pennsylvania
$943K -$511K -1,515 -35%
MSAM
554
Moloney Securities Asset Management
Missouri
$943K -$39.8K -118 -4%
CI
555
Cavalier Investments
Georgia
$939K -$99.2K -294 -10%
WAM
556
Weiss Asset Management
Massachusetts
$937K +$937K +2,778 New
S
557
Seeyond
France
$936K -$7.76K -23 -0.8%
EWM
558
Evermay Wealth Management
Virginia
$925K +$925K +2,742 New
EIP
559
Epoch Investment Partners
New York
$918K +$918K +2,721 New
EFI
560
EHP Funds Inc
Canada
$911K +$911K +2,700 New
CAL
561
Capital Analysts LLC
Pennsylvania
$894K +$1.69K +5 +0.2%
VI
562
Vestcor Inc
New Brunswick, Canada
$893K -$26.7K -79 -3%
AWM
563
Apollon Wealth Management
South Carolina
$890K +$21.6K +64 +2%
DWM
564
Drive Wealth Management
Utah
$885K +$885K +2,622 New
CGL
565
Clarius Group LLC
Washington
$882K
ARI
566
Applied Research Investments
Delaware
$881K -$3.37M -10,006 -79%
BIM
567
Bridges Investment Management
Nebraska
$878K -$1.5M -4,438 -63%
IRF
568
IBM Retirement Fund
New York
$875K -$38.5K -114 -4%
MGP
569
Metis Global Partners
California
$873K +$397K +1,177 +83%
CC
570
Caxton Corporation
New Jersey
$866K -$11.1K -33 -1%
WANY
571
Wealthspire Advisors (New York)
New York
$863K -$160K -473 -16%
BC
572
Bartlett & Co
Ohio
$860K
AWP
573
Accretive Wealth Partners
New Jersey
$852K +$16.5K +49 +2%
RC
574
RegentAtlantic Capital
New Jersey
$847K +$248K +736 +41%
EP
575
Edgestream Partners
New Jersey
$845K +$667K +1,975 +374%