957 hedge funds and large institutions have $52B invested in Moody's in 2023 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 337 increasing their positions, 339 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
957
Holders Change
Holders Change %
0%
% of All Funds
15.32%
Holding in Top 10
41
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.89%
% of All Funds
0.66%
New
88
Increased
337
Reduced
339
Closed
69
Calls
$221M
Puts
$118M
Net Calls
+$104M
Net Calls Change
+$156M
Name Holding Trade Value Shares
Change
Shares
Change %
Fayez Sarofim & Co
676
Fayez Sarofim & Co
Texas
$393K
PIM
677
Penobscot Investment Management
Massachusetts
$387K -$28.2K -92 -7%
TCOV
678
Trust Company of Vermont
Vermont
$386K
PHAM
679
Palisades Hudson Asset Management
Florida
$385K
CAMG
680
CWA Asset Management Group
Florida
$382K +$382K +1,248 New
MCM
681
Maple Capital Management
Vermont
$381K -$2.14K -7 -0.6%
FNBT
682
FineMark National Bank & Trust
Florida
$381K +$39.5K +129 +12%
LNC
683
Lincoln National Corp
Pennsylvania
$380K +$4.59K +15 +1%
DBT
684
Dubuque Bank & Trust
Iowa
$379K
TSS
685
Two Sigma Securities
New York
$373K -$81.1K -265 -18%
CCA
686
Checchi Capital Advisers
California
$372K -$7.65K -25 -2%
OC
687
Oppenheimer & Co
New York
$371K
WB
688
Webster Bank
Connecticut
$367K
SPA
689
Sherbrooke Park Advisers
New York
$367K +$367K +1,200 New
GCMG
690
Gyroscope Capital Management Group
Florida
$367K +$367K +1,200 New
PCP
691
Proficio Capital Partners
Massachusetts
$360K -$10.4K -34 -3%
TCM
692
Tributary Capital Management
Nebraska
$355K -$9.18K -30 -3%
VI
693
Versor Investments
New York
$355K +$355K +1,159 New
CW
694
Connectus Wealth
Ohio
$354K +$920 +3 +0.3%
AAP
695
Arax Advisory Partners
Colorado
$353K +$49.3K +161 +16%
BFS
696
Bradley Foster & Sargent
Connecticut
$346K +$30.6K +100 +10%
ASN
697
Advisory Services Network
Georgia
$341K -$13.8K -45 -4%
PAMG
698
Patton Albertson Miller Group
Tennessee
$339K
TC
699
TownSquare Capital
Utah
$338K -$12.9K -42 -4%
SIM
700
Sentry Investment Management
Wisconsin
$337K +$15.3K +50 +5%