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Moody's

1,048 hedge funds and large institutions have $65.7B invested in Moody's in 2021 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 386 increasing their positions, 297 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,048
Holders Change
+85
Holders Change %
+8.83%
% of All Funds
16.19%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.65%
New
158
Increased
386
Reduced
297
Closed
59
Calls
$74.1M
Puts
$139M
Net Calls
-$64.6M
Net Calls Change
-$153M
Name Holding Trade Value Shares
Change
Shares
Change %
ATC
676
Argent Trust Co
Tennessee
$565K -$8.6K -22 -1%
SWA
677
Stratos Wealth Advisors
Ohio
$562K
OC
678
Oppenheimer & Co
New York
$562K +$20.3K +52 +4%
DP
679
DDD Partners
Washington
$553K +$553K +1,417 New
MGP
680
Metis Global Partners
California
$552K +$552K +1,413 New
RT
681
Rockland Trust
Massachusetts
$550K -$198K -508 -27%
SIM
682
Sentry Investment Management
Wisconsin
$550K
EWM
683
Evercore Wealth Management
New York
$549K
JWCA
684
J.W. Coons Advisors
Ohio
$549K
ACM
685
Argyle Capital Management
Pennsylvania
$547K
CT
686
Chicago Trust
Illinois
$547K
SC
687
Savant Capital
Illinois
$541K +$23.8K +61 +5%
CW
688
Connectus Wealth
Ohio
$539K +$539K +1,378 New
GM
689
GeoWealth Management
Illinois
$539K +$539K +1,379 New
O
690
Ossiam
France
$535K -$1.95M -4,986 -78%
Federated Hermes
691
Federated Hermes
Pennsylvania
$535K -$14K -36 -3%
DT
692
Diversified Trust
Tennessee
$527K
BCM
693
Boltwood Capital Management
California
$523K
XT
694
XTX Topco
Cayman Islands
$522K +$522K +1,336 New
BCM
695
BTR Capital Management
California
$513K -$3.51K -9 -0.7%
DY
696
Dowling & Yahnke
California
$513K
MCM
697
Maple Capital Management
Vermont
$511K -$5.47K -14 -1%
Fayez Sarofim & Co
698
Fayez Sarofim & Co
Texas
$510K +$146K +375 +40%
JIC
699
Johnson Investment Counsel
Ohio
$505K
PCM
700
Penserra Capital Management
California
$500K +$234K +601 +88%