1,017 hedge funds and large institutions have $58.1B invested in Moody's in 2023 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 347 increasing their positions, 353 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,017
Holders Change
+60
Holders Change %
+6.27%
% of All Funds
16.04%
Holding in Top 10
48
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.07%
% of All Funds
0.76%
New
121
Increased
347
Reduced
353
Closed
60
Calls
$121M
Puts
$107M
Net Calls
+$14.1M
Net Calls Change
-$89.6M
Name Holding Trade Value Shares
Change
Shares
Change %
TWC
551
TD Waterhouse Canada
Ontario, Canada
$1.08M -$75.4K -222 -7%
IIC
552
Ironwood Investment Counsel
Arizona
$1.08M
ASN
553
Advisory Services Network
Georgia
$1.07M +$681K +1,958 +176%
GLAM
554
Gardner Lewis Asset Management
Pennsylvania
$1.07M +$1.07M +3,072 New
MAM
555
Mystic Asset Management
Rhode Island
$1.04M
BF
556
BOK Financial
Oklahoma
$1.04M -$308K -887 -23%
KFI
557
Key Financial Inc
Pennsylvania
$1.04M +$4.87K +14 +0.5%
JF
558
Jump Financial
Illinois
$1.03M +$1.03M +2,969 New
PP
559
Pegasus Partners
Wisconsin
$1.03M -$3.83K -11 -0.4%
SFA
560
Sequoia Financial Advisors
Ohio
$1.03M +$65K +187 +7%
MFG
561
Monte Financial Group
Connecticut
$1.02M +$22.6K +65 +2%
NA
562
NewEdge Advisors
Louisiana
$1.01M -$6.61K -19 -0.6%
RJT
563
Raymond James Trust
Florida
$1M -$1.04K -3 -0.1%
CA
564
Clearstead Advisors
Ohio
$994K -$2.43K -7 -0.2%
UB
565
UMB Bank
Missouri
$992K -$20.2K -58 -2%
HPC
566
HM Payson & Co
Maine
$983K
MSAM
567
Moloney Securities Asset Management
Missouri
$982K +$68.5K +197 +7%
ST
568
Smithfield Trust
Pennsylvania
$978K +$51.2K +147 +6%
TSW
569
Thompson Siegel & Walmsley
Virginia
$974K -$139K -400 -13%
PAG
570
Private Advisor Group
New Jersey
$968K -$53.2K -152 -5%
EWM
571
Evermay Wealth Management
Virginia
$953K
CG
572
Caprock Group
Idaho
$952K +$97.4K +280 +11%
DS
573
DRW Securities
Illinois
$944K +$944K +2,714 New
CGL
574
Clarius Group LLC
Washington
$944K +$10.4K +30 +1%
WTA
575
Washington Trust Advisors
Massachusetts
$930K