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 %
MIS
651
Morningstar Investment Services
Illinois
$693K +$386K +988 +126%
JWCA
652
J.W. Coons Advisors
Ohio
$683K
RWM
653
Ritholtz Wealth Management
New York
$683K +$23.4K +60 +4%
AIP
654
Ameritas Investment Partners
Nebraska
$683K -$28.1K -72 -4%
HNWAG
655
High Net Worth Advisory Group
Florida
$681K
MG
656
Mather Group
Illinois
$678K +$129K +330 +23%
WKWM
657
Walter & Keenan Wealth Management
Indiana
$673K
WPC
658
Wedmont Private Capital
Pennsylvania
$671K +$81.2K +216 +14%
CI
659
Cigna Investments
Connecticut
$671K -$2.35K -6 -0.3%
Dodge & Cox
660
Dodge & Cox
California
$665K
IA
661
IFP Advisors
Florida
$664K +$59.4K +152 +10%
DBRC
662
D.B. Root & Company
Pennsylvania
$662K -$105K -269 -14%
TSS
663
Two Sigma Securities
New York
$657K +$657K +1,682 New
SVWAG
664
Sound View Wealth Advisors Group
Georgia
$652K +$35.2K +90 +6%
BFEC
665
Benjamin F. Edwards & Company
Missouri
$651K +$548K +1,403 +533%
PGIM
666
Pacific Global Investment Management
California
$648K
EWM
667
Evercore Wealth Management
New York
$648K +$84K +215 +15%
Federated Hermes
668
Federated Hermes
Pennsylvania
$642K -$47.6K -122 -7%
DTL
669
Dynamic Technology Lab
Singapore
$641K -$2.25M -5,751 -78%
VFA
670
Valeo Financial Advisors
Indiana
$638K -$182K -465 -22%
IFWM
671
Institute for Wealth Management
Colorado
$636K +$1.56K +4 +0.2%
BCWM
672
Bartlett & Co Wealth Management
Ohio
$634K -$225K -575 -26%
BC
673
Bartlett & Co
Ohio
$634K -$224K -575 -26%
PCM
674
Penserra Capital Management
California
$630K -$36.2K -93 -5%
BW
675
Bison Wealth
Georgia
$629K +$36.7K +94 +6%