957 hedge funds and large institutions have $48.5B invested in Moody's in 2022 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 321 increasing their positions, 343 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
957
Holders Change
+30
Holders Change %
+3.24%
% of All Funds
15.44%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.58%
New
130
Increased
321
Reduced
343
Closed
76
Calls
$76M
Puts
$128M
Net Calls
-$52.3M
Net Calls Change
-$61.3M
Name Holding Trade Value Shares
Change
Shares
Change %
KFI
626
Key Financial Inc
Pennsylvania
$479K
GM
627
GeoWealth Management
Illinois
$477K -$587K -2,106 -55%
Dodge & Cox
628
Dodge & Cox
California
$474K
MNBTD
629
Moody National Bank Trust Division
Texas
$474K -$249K -896 -34%
IG
630
ING Group
Netherlands
$470K -$424K -1,520 -47%
WKWM
631
Walter & Keenan Wealth Management
Indiana
$468K
XT
632
XTX Topco
Cayman Islands
$468K +$468K +1,678 New
PGIM
633
Pacific Global Investment Management
California
$466K -$223K -799 -32%
CIA
634
Choate Investment Advisors
Massachusetts
$463K
ECM
635
Evergreen Capital Management
Washington
$462K -$95.3K -342 -17%
HWM
636
HB Wealth Management
Georgia
$457K +$104K +375 +30%
HI
637
Horizon Investments
North Carolina
$456K +$456K +1,635 New
QIM
638
Quantitative Investment Management
Virginia
$447K -$949K -3,413 -68%
ST
639
Spinnaker Trust
Maine
$442K
Capstone Investment Advisors
640
Capstone Investment Advisors
New York
$434K -$6.45M -23,140 -94%
CRC
641
Curi RMB Capital
Illinois
$430K
BW
642
Bison Wealth
Georgia
$428K +$23.6K +75 +6%
PCA
643
Personal Capital Advisors
California
$426K -$557 -2 -0.1%
HCMT
644
Highland Capital Management (Tennessee)
Tennessee
$418K -$32K -115 -7%
BDA
645
Borer Denton & Associates
Pennsylvania
$418K
BHWM
646
Bar Harbor Wealth Management
New Hampshire
$415K +$415K +1,488 New
TSS
647
Two Sigma Securities
New York
$414K +$414K +1,485 New
CFGS
648
Concourse Financial Group Securities
Alabama
$408K +$279 +1 +0.1%
BAM
649
Brave Asset Management
New Jersey
$406K
EWM
650
Evercore Wealth Management
New York
$402K +$11.1K +40 +3%