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 %
TAM
651
Trust Asset Management
Texas
$575K
BL
652
Balentine LLC
Georgia
$574K +$18K +57 +3%
PA
653
Profund Advisors
Maryland
$570K -$23.7K -75 -4%
BBHC
654
Brown Brothers Harriman & Co
New York
$568K +$12.3K +39 +2%
ST
655
Spinnaker Trust
Maine
$564K +$63.2K +200 +13%
Verition Fund Management
656
Verition Fund Management
Connecticut
$562K -$11.8M -37,418 -95%
JWCA
657
J.W. Cole Advisors
Florida
$562K +$2.21K +7 +0.4%
Federated Hermes
658
Federated Hermes
Pennsylvania
$559K +$336K +1,062 +151%
JWCA
659
J.W. Coons Advisors
Ohio
$553K +$94.9K +300 +21%
HNWAG
660
High Net Worth Advisory Group
Florida
$551K
SP
661
Symmetry Partners
Connecticut
$551K
WKWM
662
Walter & Keenan Wealth Management
Indiana
$545K
CI
663
Cigna Investments
Connecticut
$545K -$74.3K -235 -12%
PCM
664
Penserra Capital Management
California
$540K -$31.5K -100 -6%
Dodge & Cox
665
Dodge & Cox
California
$538K
MNBTD
666
Moody National Bank Trust Division
Texas
$535K -$3.79K -12 -0.7%
RWM
667
Ritholtz Wealth Management
New York
$534K -$632 -2 -0.1%
DADC
668
D.A. Davidson & Co
Montana
$534K +$153K +484 +40%
CF
669
Centaurus Financial
California
$530K +$5.37K +17 +1%
VF
670
Virtu Financial
New York
$527K -$2.17M -6,860 -80%
PGIM
671
Pacific Global Investment Management
California
$525K
IFWM
672
Institute for Wealth Management
Colorado
$513K -$949 -3 -0.2%
EI
673
Ellevest Inc
New York
$509K +$41.7K +132 +9%
DWT
674
Dorsey & Whitney Trust
South Dakota
$508K +$1.9K +6 +0.4%
BHCM
675
Brevan Howard Capital Management
Jersey
$502K +$502K +1,589 New