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 %
IEFM
626
IQ EQ Fund Management
Ireland
$457K
FTDI
627
First Trust Direct Indexing
Massachusetts
$457K +$457K +1,576 New
CRWM
628
Castle Rock Wealth Management
California
$456K +$456K +1,708 New
DBT
629
Dubuque Bank & Trust
Iowa
$452K +$42.1K +145 +10%
BCM
630
Boltwood Capital Management
California
$446K -$18.9K -65 -4%
AC
631
Avestar Capital
New York
$440K +$440K +1,515 New
MCM
632
MAI Capital Management
Ohio
$439K +$12.8K +44 +3%
BG
633
Bellevue Group
Switzerland
$435K -$145K -500 -25%
SVWAG
634
Sound View Wealth Advisors Group
Georgia
$428K
BAM
635
Brave Asset Management
New Jersey
$423K
Federated Hermes
636
Federated Hermes
Pennsylvania
$423K +$11K +38 +3%
JIC
637
Johnson Investment Counsel
Ohio
$418K +$1.16K +4 +0.3%
ACM
638
Argyle Capital Management
Pennsylvania
$406K
CC
639
Cadinha & Co
Hawaii
$406K +$2.9K +10 +0.7%
SFA
640
Sequoia Financial Advisors
Ohio
$401K -$5.51K -19 -1%
BCM
641
BTR Capital Management
California
$399K +$2.61K +9 +0.7%
ATC
642
Argent Trust Co
Tennessee
$399K +$13.7K +47 +4%
DY
643
Dowling & Yahnke
California
$397K -$25.2K -87 -6%
GIA
644
Gateway Investment Advisers
Ohio
$395K -$49.6K -171 -11%
PNC
645
Park National Corp
Ohio
$388K -$102K -350 -21%
DBRC
646
D.B. Root & Company
Pennsylvania
$387K -$3.48K -12 -0.9%
MCM
647
Maple Capital Management
Vermont
$377K
SWA
648
Stratos Wealth Advisors
Ohio
$376K +$376K +1,295 New
ARMT
649
Amica Retiree Medical Trust
Rhode Island
$366K
PHAM
650
Palisades Hudson Asset Management
Florida
$365K