1,017 hedge funds and large institutions have $58.1B invested in Moody's in 2023 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 347 increasing their positions, 353 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,017
Holders Change
+60
Holders Change %
+6.27%
% of All Funds
16.04%
Holding in Top 10
48
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.07%
% of All Funds
0.76%
New
121
Increased
347
Reduced
353
Closed
60
Calls
$121M
Puts
$107M
Net Calls
+$14.1M
Net Calls Change
-$89.6M
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
676
Brave Asset Management
New Jersey
$507K
JWCA
677
J.W. Coons Advisors
Ohio
$504K +$52.2K +150 +12%
EWM
678
Evercore Wealth Management
New York
$502K
PAM
679
Panagora Asset Management
Massachusetts
$498K -$26.1K -75 -5%
DGAM
680
Desjardins Global Asset Management
Quebec, Canada
$496K -$15K -43 -3%
DP
681
DDD Partners
Washington
$493K
ATC
682
Argent Trust Co
Tennessee
$491K +$20.5K +59 +4%
ACM
683
Argyle Capital Management
Pennsylvania
$487K
CM
684
Capula Management
Cayman Islands
$487K +$487K +1,400 New
VSQM
685
V-Square Quantitative Management
Illinois
$486K -$17K -49 -3%
FHA
686
First Horizon Advisors
Tennessee
$486K -$2.78K -8 -0.6%
CWM
687
Circle Wealth Management
New Jersey
$483K
SC
688
Savant Capital
Illinois
$463K -$32.7K -94 -7%
FHB
689
First Hawaiian Bank
Hawaii
$462K +$462K +1,329 New
QP
690
Quilter Plc
United Kingdom
$456K +$456K +460 New
FNBT
691
FineMark National Bank & Trust
Florida
$456K +$23.3K +67 +5%
TPCW
692
TD Private Client Wealth
New York
$454K +$6.61K +19 +1%
MFGM
693
Marshall Financial Group (Maryland)
Maryland
$450K -$57.7K -166 -11%
QCG
694
Quadrant Capital Group
Ohio
$447K -$9.04K -26 -2%
ALAM
695
Asahi Life Asset Management
Japan
$447K -$1.74K -5 -0.4%
PEA
696
Park Edge Advisors
Ohio
$447K
Fayez Sarofim & Co
697
Fayez Sarofim & Co
Texas
$447K
WPC
698
Wedmont Private Capital
Pennsylvania
$444K +$78.8K +223 +22%
LNC
699
Lincoln National Corp
Pennsylvania
$443K +$11.5K +33 +3%
PIM
700
Penobscot Investment Management
Massachusetts
$440K