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 %
RB
551
Rodgers Brothers
Pennsylvania
$837K -$38.3K -125 -4%
LOAMS
552
Lombard Odier Asset Management (Switzerland)
Switzerland
$833K +$204K +668 +33%
CSS
553
Cubist Systematic Strategies
Connecticut
$831K -$7.56M -24,718 -90%
MMA
554
Miracle Mile Advisors
California
$824K -$9.18K -30 -1%
CGL
555
Clarius Group LLC
Washington
$821K -$41.6K -136 -5%
EIP
556
Epoch Investment Partners
New York
$820K -$918 -3 -0.1%
WTA
557
Washington Trust Advisors
Massachusetts
$819K -$18.1K -59 -2%
RWA
558
Ropes Wealth Advisors
Massachusetts
$813K +$4.9K +16 +0.6%
CTC
559
Central Trust Company
Missouri
$812K +$3.98K +13 +0.5%
ST
560
Smithfield Trust
Pennsylvania
$812K -$21.3K -70 -3%
QCM
561
Quantinno Capital Management
New York
$806K +$199K +650 +33%
MSAM
562
Moloney Securities Asset Management
Missouri
$804K -$21.1K -69 -3%
KJHP
563
K.J. Harrison & Partners
Ontario, Canada
$801K
LWCFA
564
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$799K +$42.5K +139 +6%
BIM
565
Bridges Investment Management
Nebraska
$796K
VCA
566
Verdence Capital Advisors
Maryland
$790K +$411K +1,342 +108%
Carson Wealth (CWM LLC)
567
Carson Wealth (CWM LLC)
Nebraska
$788K +$58.5K +191 +8%
CCM
568
Coldstream Capital Management
Washington
$786K +$37.6K +123 +5%
CAL
569
Capital Analysts LLC
Pennsylvania
$785K -$7.65K -25 -1%
CQS
570
Credential Qtrade Securities
$781K +$22.3K +73 +3%
AWM
571
Avitas Wealth Management
California
$773K +$773K +2,526 New
SW
572
SVB Wealth
Massachusetts
$772K -$37.6K -123 -5%
AWP
573
Accretive Wealth Partners
New Jersey
$767K +$19.6K +64 +3%
TSWM
574
Triangle Securities Wealth Management
North Carolina
$762K -$11K -36 -1%
SPIA
575
Steward Partners Investment Advisory
New York
$757K -$27.9K -91 -4%