957 hedge funds and large institutions have $48.5B invested in Moody's in 2022 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 321 increasing their positions, 343 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
957
Holders Change
+30
Holders Change %
+3.24%
% of All Funds
15.44%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.58%
New
130
Increased
321
Reduced
343
Closed
76
Calls
$76M
Puts
$128M
Net Calls
-$52.3M
Net Calls Change
-$61.3M
Name Holding Trade Value Shares
Change
Shares
Change %
FCM
551
Fortis Capital Management
Washington
$743K -$23.7K -85 -3%
VIA
552
Vident Investment Advisory
Georgia
$739K -$1.12M -4,026 -60%
SW
553
SVB Wealth
Massachusetts
$737K -$41.8K -150 -5%
CTC
554
Central Trust Company
Missouri
$736K -$1.31M -4,704 -64%
RWA
555
Ropes Wealth Advisors
Massachusetts
$736K +$51.8K +186 +8%
BWP
556
Balboa Wealth Partners
Arizona
$732K -$536K -1,923 -42%
YIH
557
Y-Intercept (HK)
Hong Kong
$732K -$5.69M -20,414 -89%
PAS
558
Park Avenue Securities
New York
$728K +$32.3K +116 +5%
SFA
559
Sequoia Financial Advisors
Ohio
$726K +$123K +440 +20%
BIM
560
Bridges Investment Management
Nebraska
$724K
ETC
561
Exchange Traded Concepts
Oklahoma
$724K +$31.2K +112 +5%
CAL
562
Capital Analysts LLC
Pennsylvania
$722K -$29.5K -106 -4%
SPIA
563
Steward Partners Investment Advisory
New York
$714K -$40.7K -146 -5%
DIM
564
Delta Investment Management
California
$705K -$711K -2,553 -50%
TSWM
565
Triangle Securities Wealth Management
North Carolina
$704K -$122K -438 -15%
GG
566
Gofen & Glossberg
Illinois
$698K +$56K +201 +9%
Parallax Volatility Advisers
567
Parallax Volatility Advisers
California
$696K +$460K +1,651 +195%
CQS
568
Credential Qtrade Securities
$690K +$155K +556 +29%
LWCFA
569
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$689K -$236K -847 -26%
WT
570
Whittier Trust
California
$681K -$1.67K -6 -0.2%
CCM
571
Coldstream Capital Management
Washington
$681K +$681K +2,446 New
AWP
572
Accretive Wealth Partners
New Jersey
$680K +$25.4K +91 +4%
CAM
573
Cozad Asset Management
Illinois
$674K -$117K -420 -15%
RJT
574
Raymond James Trust
Florida
$670K +$13.4K +48 +2%
CI
575
Cavalier Investments
Georgia
$668K -$42.9K -154 -6%