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 %
GLR
601
Great Lakes Retirement
Ohio
$633K +$40.7K +133 +7%
CAM
602
Cresset Asset Management
Illinois
$629K -$103K -338 -14%
SL
603
Sentry LLC
Tennessee
$625K +$625K +2,042 New
FTDI
604
First Trust Direct Indexing
Massachusetts
$618K +$53.2K +174 +9%
SCM
605
Stonebridge Capital Management
California
$612K
LTAS
606
Linden Thomas Advisory Services
North Carolina
$602K +$235K +769 +64%
TRCT
607
Tower Research Capital (TRC)
New York
$599K -$455K -1,489 -43%
CI
608
Cigna Investments
Connecticut
$595K -$10.7K -35 -2%
AIP
609
Ameritas Investment Partners
Nebraska
$594K
GCM
610
Graham Capital Management
Connecticut
$592K +$592K +1,935 New
ECM
611
Evergreen Capital Management
Washington
$586K +$78.6K +257 +16%
RA
612
Riversedge Advisors
Delaware
$585K
FMAEN1
613
Fund Management at Engine No 1
California
$585K +$54.2K +177 +10%
PA
614
Profund Advisors
Maryland
$584K +$27.8K +91 +5%
FNA
615
First National Advisers
Nebraska
$579K +$22.3K +73 +4%
PIMG
616
Patriot Investment Management Group
Tennessee
$578K
DBRC
617
D.B. Root & Company
Pennsylvania
$575K -$1.84K -6 -0.3%
JAFL
618
Jay A. Fishman Ltd
Michigan
$574K
RMCM
619
Reynders McVeigh Capital Management
Massachusetts
$557K
TAM
620
Trust Asset Management
Texas
$557K +$918 +3 +0.2%
VFA
621
Valeo Financial Advisors
Indiana
$549K +$182K +595 +50%
HWM
622
HB Wealth Management
Georgia
$547K +$44.4K +145 +9%
RT
623
Rockland Trust
Massachusetts
$546K -$546K -1,785 -50%
MFC
624
Morris Financial Concepts
South Carolina
$540K
BL
625
Balentine LLC
Georgia
$537K -$32.4K -106 -6%