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 %
ST
576
Smithfield Trust
Pennsylvania
$887K
EWM
577
Evermay Wealth Management
Virginia
$867K
EIP
578
Epoch Investment Partners
New York
$845K
WTA
579
Washington Trust Advisors
Massachusetts
$844K -$1.58K -5 -0.2%
Carson Wealth (CWM LLC)
580
Carson Wealth (CWM LLC)
Nebraska
$840K +$48.4K +153 +6%
RWA
581
Ropes Wealth Advisors
Massachusetts
$840K
MMA
582
Miracle Mile Advisors
California
$839K +$15.5K +49 +2%
AWP
583
Accretive Wealth Partners
New Jersey
$838K +$9.49K +30 +1%
BIM
584
Bridges Investment Management
Nebraska
$822K
CAL
585
Capital Analysts LLC
Pennsylvania
$819K
HFS
586
Hantz Financial Services
Michigan
$814K +$45.5K +144 +6%
AWM
587
Avitas Wealth Management
California
$810K +$2.21K +7 +0.3%
CCM
588
Coldstream Capital Management
Washington
$805K -$10.1K -32 -1%
BG
589
Bahl & Gaynor
Ohio
$802K -$10.4K -33 -1%
LTAS
590
Linden Thomas Advisory Services
North Carolina
$800K +$51.9K +164 +7%
Balyasny Asset Management
591
Balyasny Asset Management
Illinois
$791K -$27.6M -87,339 -97%
CQS
592
Credential Qtrade Securities
$791K -$632 -2 -0.1%
TSW
593
Thompson Siegel & Walmsley
Virginia
$790K -$94.8K -300 -11%
SC
594
Savant Capital
Illinois
$789K +$368K +1,163 +87%
CPG
595
Cornerstone Planning Group
New Jersey
$778K
TSWM
596
Triangle Securities Wealth Management
North Carolina
$777K -$6.32K -20 -0.8%
NIM
597
NEOS Investment Management
Connecticut
$777K +$777K +2,456 New
DEA
598
DoubleLine ETF Adviser
Florida
$768K +$35.7K +113 +5%
SPIA
599
Steward Partners Investment Advisory
New York
$765K -$13.3K -42 -2%
CIBC World Market
600
CIBC World Market
Ontario, Canada
$761K +$44.9K +142 +6%