1,028 hedge funds and large institutions have $53.1B invested in Moody's in 2023 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 376 increasing their positions, 345 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,028
Holders Change
+11
Holders Change %
+1.08%
% of All Funds
16.39%
Holding in Top 10
38
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-20.83%
% of All Funds
0.61%
New
90
Increased
376
Reduced
345
Closed
69
Calls
$205M
Puts
$125M
Net Calls
+$79.8M
Net Calls Change
+$65.7M
Name Holding Trade Value Shares
Change
Shares
Change %
HBT
551
Hills Bank & Trust
Iowa
$1.05M -$3.79K -12 -0.4%
TWC
552
TD Waterhouse Canada
Ontario, Canada
$1.04M +$19.2K +60 +2%
ECM
553
ExodusPoint Capital Management
New York
$1.04M -$4.79M -15,156 -82%
Bank Julius Baer & Co
554
Bank Julius Baer & Co
Switzerland
$1.02M +$31K +98 +3%
ASN
555
Advisory Services Network
Georgia
$1.01M +$34.1K +108 +4%
BWA
556
Brave Warrior Advisors
New York
$996K
WBC
557
Westpac Banking Corp
Australia
$990K +$686K +2,170 +226%
AIM
558
Anchor Investment Management
South Carolina
$986K
IIC
559
Ironwood Investment Counsel
Arizona
$981K
MAM
560
Mystic Asset Management
Rhode Island
$949K
PP
561
Pegasus Partners
Wisconsin
$947K +$13.3K +42 +1%
KFI
562
Key Financial Inc
Pennsylvania
$943K
SFA
563
Sequoia Financial Advisors
Ohio
$939K +$6.96K +22 +0.7%
PAS
564
Park Avenue Securities
New York
$938K +$938K +2,967 New
CG
565
Caprock Group
Idaho
$937K +$71.2K +225 +8%
AWM
566
Apollon Wealth Management
South Carolina
$933K -$155K -489 -14%
MFG
567
Monte Financial Group
Connecticut
$931K +$2.85K +9 +0.3%
PGCM
568
Prescott Group Capital Management
Oklahoma
$918K +$918K +2,903 New
AMG
569
Asset Management Group
Connecticut
$914K -$149K -472 -14%
RJT
570
Raymond James Trust
Florida
$912K
PAG
571
Private Advisor Group
New Jersey
$908K +$33.8K +107 +4%
UB
572
UMB Bank
Missouri
$908K +$6.32K +20 +0.7%
HPC
573
HM Payson & Co
Maine
$905K +$11.1K +35 +1%
MSAM
574
Moloney Securities Asset Management
Missouri
$905K +$11.7K +37 +1%
AAP
575
Arax Advisory Partners
Colorado
$889K +$528K +1,669 +146%