925 hedge funds and large institutions have $49.6B invested in Moody's in 2020 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 317 increasing their positions, 305 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
925
Holders Change
+47
Holders Change %
+5.35%
% of All Funds
16.41%
Holding in Top 10
33
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.33%
% of All Funds
0.59%
New
123
Increased
317
Reduced
305
Closed
68
Calls
$84.1M
Puts
$80.1M
Net Calls
+$4.06M
Net Calls Change
+$48.1M
Name Holding Trade Value Shares
Change
Shares
Change %
FAT
676
First American Trust
California
$326K -$161K -554 -33%
ZB
677
Zions Bancorporation
Utah
$326K -$143K -493 -31%
SCM
678
Shelton Capital Management
Colorado
$319K
MNBTD
679
Moody National Bank Trust Division
Texas
$316K +$8.42K +29 +3%
HCM
680
Hutner Capital Management
Vermont
$315K
KLCM
681
KG&L Capital Management
Louisiana
$314K -$9.27K -32 -3%
TAM
682
Tocqueville Asset Management
New York
$313K +$29K +100 +10%
TAM
683
Trust Asset Management
Texas
$313K +$74.1K +255 +31%
BP
684
Broadleaf Partners
Ohio
$311K
FHA
685
Flagship Harbor Advisors
Massachusetts
$311K +$14.2K +49 +5%
CCA
686
Checchi Capital Advisers
California
$309K -$70.9K -244 -19%
Rockefeller Capital Management
687
Rockefeller Capital Management
New York
$309K +$191K +660 +162%
CIA
688
Choate Investment Advisors
Massachusetts
$307K -$118K -405 -28%
CG
689
Caprock Group
Idaho
$306K -$53.1K -183 -15%
WFWM
690
Wechter Feldman Wealth Management
New Jersey
$306K
PF
691
Phoenix Financial
Israel
$306K +$90.4K +318 +42%
PSUF
692
People's United Financial
Connecticut
$305K -$39.4K -136 -11%
Carson Wealth (CWM LLC)
693
Carson Wealth (CWM LLC)
Nebraska
$304K
MCG
694
MACRO Consulting Group
New Jersey
$303K +$2.89K +10 +1%
CA
695
Cornerstone Advisory
Maryland
$300K
LCM
696
Logan Capital Management
Pennsylvania
$297K
TNBTD
697
Trustmark National Bank Trust Department
Mississippi
$296K -$20.3K -70 -6%
VAS
698
Vestmark Advisory Solutions
Massachusetts
$292K +$21.7K +75 +8%
KCM
699
Kanawha Capital Management
Virginia
$291K +$581 +2 +0.2%
CFG
700
Citizens Financial Group
Rhode Island
$290K