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 %
CG
576
Caprock Group
Idaho
$752K +$752K +2,458 New
Capstone Investment Advisors
577
Capstone Investment Advisors
New York
$742K +$265K +867 +56%
BBHC
578
Brown Brothers Harriman & Co
New York
$737K +$5.81K +19 +0.8%
MWM
579
Mission Wealth Management
California
$736K +$736K +2,403 New
MCM
580
MAI Capital Management
Ohio
$728K +$53.2K +174 +8%
IAA
581
Independent Advisor Alliance
North Carolina
$719K +$719K +2,349 New
BCM
582
Bienville Capital Management
New York
$712K
CAM
583
Cozad Asset Management
Illinois
$710K -$30.6K -100 -4%
OHIS
584
Oak Harvest Investment Services
Texas
$709K +$112K +365 +19%
UH
585
Unigestion Holding
Switzerland
$709K
DIM
586
Delta Investment Management
California
$708K -$66.1K -216 -9%
FC
587
FORA Capital
Florida
$702K -$1.65M -5,384 -70%
CIBC World Market
588
CIBC World Market
Ontario, Canada
$693K -$895K -2,922 -56%
EWA
589
Encompass Wealth Advisors
Oregon
$689K
BC
590
Bartlett & Co
Ohio
$673K
BCWM
591
Bartlett & Co Wealth Management
Ohio
$673K
AAM
592
Azzad Asset Management
Virginia
$665K +$97.3K +318 +17%
PCS
593
Personal CFO Solutions
New Jersey
$660K -$11.9K -39 -2%
JIC
594
Johnson Investment Counsel
Ohio
$655K +$19.3K +63 +3%
SFI
595
Siemens Fonds Invest
Germany
$653K -$5.81K -19 -0.9%
EIM
596
Essex Investment Management
Massachusetts
$644K +$644K +2,104 New
PA
597
PFG Advisors
Arizona
$643K -$32.4K -106 -5%
SFA
598
Seneca Financial Advisors
New York
$643K +$643K +2,100 New
DEA
599
DoubleLine ETF Adviser
Florida
$635K -$46.5K -152 -7%
LKIM
600
Lawson Kroeker Investment Management
Nebraska
$633K +$633K +2,070 New