963 hedge funds and large institutions have $59.8B invested in Moody's in 2021 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 333 increasing their positions, 311 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
963
Holders Change
+32
Holders Change %
+3.44%
% of All Funds
16.91%
Holding in Top 10
35
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.89%
% of All Funds
0.61%
New
98
Increased
333
Reduced
311
Closed
50
Calls
$294M
Puts
$205M
Net Calls
+$88.4M
Net Calls Change
+$177M
Name Holding Trade Value Shares
Change
Shares
Change %
PIM
576
Penobscot Investment Management
Massachusetts
$742K +$231K +650 +45%
RCC
577
Red Cedar Capital
Nebraska
$735K
CI Investments Inc
578
CI Investments Inc
Ontario, Canada
$730K +$14.9K +42 +2%
EF
579
Empirical Finance
Pennsylvania
$723K +$40.9K +115 +6%
CFGS
580
Concourse Financial Group Securities
Alabama
$723K +$89.8K +253 +14%
SS
581
Simplicity Solutions
Minnesota
$721K +$83.5K +235 +13%
DBRC
582
D.B. Root & Company
Pennsylvania
$719K -$141K -398 -16%
SCM
583
Stonebridge Capital Management
California
$710K
WA
584
WestEnd Advisors
North Carolina
$710K -$724K
RJT
585
Raymond James Trust
Florida
$706K -$72.8K -205 -9%
KFI
586
Key Financial Inc
Pennsylvania
$700K
ICM
587
IMS Capital Management
Oregon
$698K +$37.3K +105 +6%
PAS
588
Park Avenue Securities
New York
$695K -$157K -441 -18%
UCFA
589
United Capital Financial Advisors
Texas
$694K +$694K +1,954 New
JAFL
590
Jay A. Fishman Ltd
Michigan
$684K
RT
591
Rockland Trust
Massachusetts
$680K -$179K -504 -21%
RA
592
Riversedge Advisors
Delaware
$679K
HCMT
593
Highland Capital Management (Tennessee)
Tennessee
$675K
CFMC
594
Curbstone Financial Management Corp
New Hampshire
$675K
PIMG
595
Patriot Investment Management Group
Tennessee
$671K
SP
596
Symmetry Partners
Connecticut
$668K
IUHSA
597
Itau Unibanco Holding S.A.
Brazil
$665K +$645K +1,819 +3,307%
CRWM
598
Castle Rock Wealth Management
California
$661K
Dodge & Cox
599
Dodge & Cox
California
$659K
JWCA
600
J.W. Cole Advisors
Florida
$658K +$658K +1,854 New