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 %
UH
576
Unigestion Holding
Switzerland
$666K -$373K -1,317 -36%
BBHC
577
Brown Brothers Harriman & Co
New York
$665K -$40M -143,490 -98%
Carson Wealth (CWM LLC)
578
Carson Wealth (CWM LLC)
Nebraska
$664K +$836 +3 +0.1%
SVWAG
579
Sound View Wealth Advisors Group
Georgia
$652K +$76.2K +195 +13%
WPW
580
Waldron Private Wealth
Pennsylvania
$652K
BCM
581
Bienville Capital Management
New York
$648K
EWA
582
Encompass Wealth Advisors
Oregon
$627K
AIP
583
Ameritas Investment Partners
Nebraska
$622K
DEA
584
DoubleLine ETF Adviser
Florida
$620K +$620K +2,226 New
PA
585
PFG Advisors
Arizona
$615K -$36.2K -130 -6%
MCM
586
MAI Capital Management
Ohio
$615K -$22.8K -82 -4%
BC
587
Bartlett & Co
Ohio
$613K -$113K -405 -16%
BCWM
588
Bartlett & Co Wealth Management
Ohio
$613K -$113K -405 -16%
PCS
589
Personal CFO Solutions
New Jersey
$612K +$132K +472 +27%
CAM
590
Cresset Asset Management
Illinois
$611K -$171K -672 -22%
PIMG
591
Patriot Investment Management Group
Tennessee
$604K
SFI
592
Siemens Fonds Invest
Germany
$600K -$58K -208 -9%
JIC
593
Johnson Investment Counsel
Ohio
$578K
RCC
594
Red Cedar Capital
Nebraska
$577K
JWCA
595
J.W. Cole Advisors
Florida
$576K +$88.1K +316 +18%
LOAMS
596
Lombard Odier Asset Management (Switzerland)
Switzerland
$572K +$572K +2,054 New
HFS
597
Haverford Financial Services
Pennsylvania
$559K
ITFISA
598
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$557K
SCM
599
Stonebridge Capital Management
California
$557K
CI
600
Cigna Investments
Connecticut
$552K +$279 +1 +0.1%