1,013 hedge funds and large institutions have $57B invested in Moody's in 2022 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 382 increasing their positions, 347 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,013
Holders Change
-35
Holders Change %
-3.34%
% of All Funds
16.03%
Holding in Top 10
34
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-19.05%
% of All Funds
0.54%
New
80
Increased
382
Reduced
347
Closed
107
Calls
$77.8M
Puts
$121M
Net Calls
-$43.5M
Net Calls Change
+$21.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CT
651
Chicago Trust
Illinois
$569K +$96.5K +286 +20%
WKWM
652
Walter & Keenan Wealth Management
Indiana
$567K
XT
653
XTX Topco
Cayman Islands
$564K +$113K +335 +25%
FTDI
654
First Trust Direct Indexing
Massachusetts
$560K
TAM
655
Trust Asset Management
Texas
$548K +$20.2K +60 +4%
Carson Wealth (CWM LLC)
656
Carson Wealth (CWM LLC)
Nebraska
$546K +$183K +543 +50%
VCA
657
Verdence Capital Advisors
Maryland
$537K +$9.46K +28 +2%
AAM
658
Advisors Asset Management
Colorado
$536K -$27.3K -81 -5%
ST
659
Spinnaker Trust
Maine
$535K
MCM
660
MAI Capital Management
Ohio
$533K -$2.7K -8 -0.5%
SCA
661
Snowden Capital Advisors
New York
$530K +$210K +624 +66%
CG
662
Caprock Group
Idaho
$524K -$11.8K -35 -2%
CRC
663
Curi RMB Capital
Illinois
$524K +$1.01K +3 +0.2%
BFS
664
Bradley Foster & Sargent
Connecticut
$524K +$238K +707 +83%
Cerity Partners
665
Cerity Partners
New York
$523K -$136K -404 -21%
UCFA
666
United Capital Financial Advisors
Texas
$518K +$24.3K +72 +5%
PCA
667
Personal Capital Advisors
California
$515K -$29.7K -88 -5%
CIC
668
Carnegie Investment Counsel
Ohio
$509K -$34.4K -102 -6%
BDA
669
Borer Denton & Associates
Pennsylvania
$506K +$506K +1,500 New
AWM
670
Axxcess Wealth Management
California
$504K +$128K +380 +34%
ACM
671
AlphaCrest Capital Management
New York
$503K -$50.6K -150 -9%
SVWAG
672
Sound View Wealth Advisors Group
Georgia
$498K +$674 +2 +0.1%
CIA
673
Choate Investment Advisors
Massachusetts
$494K
LPT
674
Legacy Private Trust
Wisconsin
$493K -$125K -371 -20%
BOTW
675
Bank of the West
California
$493K -$60.4K -179 -11%