1,093 hedge funds and large institutions have $67B invested in Moody's in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 361 increasing their positions, 416 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+65
Holders Change %
+6.32%
% of All Funds
16.02%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
0.67%
New
141
Increased
361
Reduced
416
Closed
64
Calls
$103M
Puts
$101M
Net Calls
+$1.58M
Net Calls Change
-$78.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CQS
601
Credential Qtrade Securities
$927K -$50.8K -130 -5%
Verition Fund Management
602
Verition Fund Management
Connecticut
$918K +$223K +571 +32%
FHB
603
First Hawaiian Bank
Hawaii
$916K -$7.42K -19 -0.8%
HWM
604
HB Wealth Management
Georgia
$914K +$10.2K +26 +1%
GLR
605
Great Lakes Retirement
Ohio
$898K +$34K +87 +4%
LWCFA
606
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$897K
MFG
607
Merit Financial Group
Georgia
$888K +$322K +825 +57%
CTC
608
Central Trust Company
Missouri
$884K -$30.9K -79 -3%
EWA
609
Encompass Wealth Advisors
Oregon
$879K
RWM
610
Rockline Wealth Management
New York
$877K +$877K +2,246 New
FA
611
FDx Advisors
Illinois
$876K +$32K +82 +4%
SA
612
SRN Advisors
Pennsylvania
$863K +$863K +2,210 New
MCM
613
Maple Capital Management
Vermont
$862K -$14.8K -38 -2%
CAMG
614
CWA Asset Management Group
Florida
$859K -$14.5K -37 -2%
OC
615
Oppenheimer & Co
New York
$856K +$97.6K +250 +13%
YIH
616
Y-Intercept (HK)
Hong Kong
$849K -$1.33M -3,402 -61%
DADC
617
D.A. Davidson & Co
Montana
$836K +$177K +452 +27%
PA
618
Profund Advisors
Maryland
$833K +$128K +329 +18%
PCIA
619
Prime Capital Investment Advisors
Kansas
$831K +$831K +2,127 New
OFP
620
OLIO Financial Planning
Virginia
$830K
VCA
621
Verdence Capital Advisors
Maryland
$823K -$112K -288 -12%
SFA
622
Seneca Financial Advisors
New York
$820K
LKIM
623
Lawson Kroeker Investment Management
Nebraska
$808K
BA
624
Ballast Advisors
Minnesota
$807K +$284K +727 +54%
SL
625
Sentry LLC
Tennessee
$798K