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 %
JWCA
626
J.W. Cole Advisors
Florida
$534K -$97.9K -320 -15%
HNWAG
627
High Net Worth Advisory Group
Florida
$534K
SP
628
Symmetry Partners
Connecticut
$533K
BTWM
629
Baker Tilly Wealth Management
Wisconsin
$528K -$11K -36 -2%
WKWM
630
Walter & Keenan Wealth Management
Indiana
$528K +$13.5K +44 +3%
MNBTD
631
Moody National Bank Trust Division
Texas
$521K
Dodge & Cox
632
Dodge & Cox
California
$521K
RWM
633
Ritholtz Wealth Management
New York
$519K +$519K +1,695 New
IFWM
634
Institute for Wealth Management
Colorado
$515K -$12.9K -42 -2%
NAM
635
NorthCrest Asset Manangement
Minnesota
$513K -$45.9K -150 -8%
PGIM
636
Pacific Global Investment Management
California
$511K -$918 -3 -0.2%
MYAM
637
Meiji Yasuda Asset Management
Japan
$500K -$6.12K -20 -1%
CIA
638
Choate Investment Advisors
Massachusetts
$498K -$10.7K -35 -2%
I
639
InceptionR
California
$493K +$493K +1,611 New
ST
640
Spinnaker Trust
Maine
$485K
Lido Advisors
641
Lido Advisors
California
$479K -$2.3M -7,526 -83%
SVWAG
642
Sound View Wealth Advisors Group
Georgia
$479K -$32.4K -106 -6%
MM
643
MQS Management
New York
$477K +$477K +1,559 New
CRC
644
Curi RMB Capital
Illinois
$472K
CRWM
645
Castle Rock Wealth Management
California
$472K
Empower Advisory Group
646
Empower Advisory Group
Colorado
$469K +$469K +1,541 New
PAM
647
Panagora Asset Management
Massachusetts
$461K -$132K -431 -22%
LCWP
648
Legacy Capital Wealth Partners
Arkansas
$461K +$461K +1,507 New
BDA
649
Borer Denton & Associates
Pennsylvania
$461K +$1.53K +5 +0.3%
BBA
650
Baader Bank Aktiengesellschaft
Germany
$460K -$2.45M -7,997 -84%