1,028 hedge funds and large institutions have $53.1B invested in Moody's in 2023 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 376 increasing their positions, 345 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,028
Holders Change
+11
Holders Change %
+1.08%
% of All Funds
16.39%
Holding in Top 10
38
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-20.83%
% of All Funds
0.61%
New
90
Increased
376
Reduced
345
Closed
69
Calls
$205M
Puts
$125M
Net Calls
+$79.8M
Net Calls Change
+$65.7M
Name Holding Trade Value Shares
Change
Shares
Change %
PCS
626
Personal CFO Solutions
New Jersey
$672K -$16.8K -53 -2%
OFP
627
OLIO Financial Planning
Virginia
$672K +$672K +2,124 New
SFA
628
Seneca Financial Advisors
New York
$664K
VFA
629
Valeo Financial Advisors
Indiana
$663K +$62K +196 +10%
LKIM
630
Lawson Kroeker Investment Management
Nebraska
$654K
XT
631
XTX Topco
Cayman Islands
$654K +$654K +2,069 New
VSQM
632
V-Square Quantitative Management
Illinois
$647K +$205K +648 +46%
ECM
633
Evergreen Capital Management
Washington
$646K +$3.79K +12 +0.6%
SL
634
Sentry LLC
Tennessee
$646K
SW
635
SVB Wealth
Massachusetts
$643K -$21.8K -69 -3%
JIC
636
Johnson Investment Counsel
Ohio
$634K -$32.3K -102 -5%
SCM
637
Stonebridge Capital Management
California
$632K
RA
638
Riversedge Advisors
Delaware
$624K +$19.6K +62 +3%
GA
639
Geller Advisors
New York
$621K +$378K +1,195 +155%
DBRC
640
D.B. Root & Company
Pennsylvania
$621K -$5.69K -18 -0.9%
OC
641
Oppenheimer & Co
New York
$614K +$132K +419 +28%
PIMG
642
Patriot Investment Management Group
Tennessee
$598K
CAM
643
Cozad Asset Management
Illinois
$594K -$101K -320 -15%
JAFL
644
Jay A. Fishman Ltd
Michigan
$593K
SA
645
Strategic Advocates
Utah
$588K +$588K +1,860 New
AP
646
Advisors Preferred
Maryland
$587K +$587K +1,857 New
RMCM
647
Reynders McVeigh Capital Management
Massachusetts
$585K
CIA
648
Choate Investment Advisors
Massachusetts
$584K +$66.4K +210 +13%
MYAM
649
Meiji Yasuda Asset Management
Japan
$583K +$72.7K +230 +14%
AIP
650
Ameritas Investment Partners
Nebraska
$576K -$16.1K -51 -3%