925 hedge funds and large institutions have $49.6B invested in Moody's in 2020 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 317 increasing their positions, 305 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
925
Holders Change
+47
Holders Change %
+5.35%
% of All Funds
16.41%
Holding in Top 10
33
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.33%
% of All Funds
0.59%
New
123
Increased
317
Reduced
305
Closed
68
Calls
$84.1M
Puts
$80.1M
Net Calls
+$4.06M
Net Calls Change
+$48.1M
Name Holding Trade Value Shares
Change
Shares
Change %
AWP
601
Accretive Wealth Partners
New Jersey
$539K +$539K +1,856 New
BBHC
602
Brown Brothers Harriman & Co
New York
$535K -$580 -2 -0.1%
MWM
603
Mission Wealth Management
California
$534K
PA
604
Parallel Advisors
California
$529K -$79.2K -273 -13%
AF
605
Alerus Financial
North Dakota
$528K +$528K +1,820 New
RIA
606
Regal Investment Advisors
Michigan
$527K +$527K +1,816 New
AFS
607
Aft Forsyth & Sober
Florida
$522K +$522K +1,800 New
HAG
608
HighPoint Advisor Group
Illinois
$520K +$37.8K +134 +8%
YIH
609
Y-Intercept (HK)
Hong Kong
$520K +$520K +1,822 New
HH
610
HWG Holdings
Texas
$517K +$16.5K +57 +3%
ACP
611
Ashfield Capital Partners
California
$513K
CI Investments Inc
612
CI Investments Inc
Ontario, Canada
$504K +$60.6K +209 +14%
HBT
613
Heartland Bank & Trust
Illinois
$499K +$499K +1,720 New
OSAM
614
O'Shaughnessy Asset Management
Connecticut
$498K +$20K +69 +4%
ST
615
Spinnaker Trust
Maine
$483K
PCA
616
Personal Capital Advisors
California
$483K +$274K +944 +131%
EF
617
Empirical Finance
Pennsylvania
$479K +$83.9K +289 +21%
WKWM
618
Walter & Keenan Wealth Management
Indiana
$478K
HW
619
Hancock Whitney
Mississippi
$473K -$580 -2 -0.1%
GG
620
Gofen & Glossberg
Illinois
$471K
EWM
621
Evercore Wealth Management
New York
$469K -$17.1K -59 -4%
SW
622
SVB Wealth
Massachusetts
$464K +$16.3K +56 +4%
IIM
623
Intact Investment Management
Quebec, Canada
$464K +$58K +200 +14%
OC
624
Oppenheimer & Co
New York
$460K -$123K -423 -21%
KCM
625
Kendall Capital Management
Maryland
$457K