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Moody's

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 %
CGL
626
Clarius Group LLC
Washington
$791K -$58.6K -150 -7%
JIC
627
Johnson Investment Counsel
Ohio
$784K
IAA
628
Independent Advisor Alliance
North Carolina
$782K -$155K -396 -17%
SCM
629
Stonebridge Capital Management
California
$781K
ECM
630
Evergreen Capital Management
Washington
$776K -$22.3K -57 -3%
DIM
631
Delta Investment Management
California
$765K -$162K -415 -17%
GA
632
Geller Advisors
New York
$759K -$7.81K -20 -1%
AAM
633
Azzad Asset Management
Virginia
$754K -$143K -367 -16%
RA
634
Riversedge Advisors
Delaware
$747K -$24.2K -62 -3%
PIMG
635
Patriot Investment Management Group
Tennessee
$738K
SA
636
Strategic Advocates
Utah
$738K +$11.7K +30 +2%
BL
637
Balentine LLC
Georgia
$737K +$27K +69 +4%
JAFL
638
Jay A. Fishman Ltd
Michigan
$732K
PP
639
Pegasus Partners
Wisconsin
$732K -$438K -1,121 -37%
CPG
640
Cornerstone Planning Group
New Jersey
$729K -$232K -595 -24%
PCS
641
Personal CFO Solutions
New Jersey
$729K -$101K -259 -12%
CIA
642
Choate Investment Advisors
Massachusetts
$725K +$3.12K +8 +0.4%
PRC
643
Pearl River Capital
Michigan
$722K +$722K +1,849 New
MYAM
644
Meiji Yasuda Asset Management
Japan
$720K
RMCM
645
Reynders McVeigh Capital Management
Massachusetts
$711K -$10.9K -28 -2%
TAM
646
Trust Asset Management
Texas
$711K
XT
647
XTX Topco
Cayman Islands
$702K -$106K -272 -13%
BBHC
648
Brown Brothers Harriman & Co
New York
$701K -$391 -1 -0.1%
ST
649
Spinnaker Trust
Maine
$697K
JWCA
650
J.W. Cole Advisors
Florida
$697K +$1.56K +4 +0.2%